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Features
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Standard Processing Platform |
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| Web Based | 100% Turn Key- No Software to Download or Install- Save time and money from hiring IT personal to install and manage. Perfect for any remote agent or employee to submit, track, access, and process files and documents online anytime, anywhere! |
| Defined User Roles | Admin console to add, edit, and remove users:
Clients, Agents, Account Executives, Processors, Negotiators, Managers,
Attorneys, Additional users for Realtors, Title, Appraisers, Forensic Audit, Debt Settlement, Credit Repair, etc... available with restricted access to only files assigned to them. NOTE: We offer UNLIMITED users listed as "Agent" ... Grow your business, without increasing costs! |
| Lead/Prospect Management | Upload, Store, and track all potential deals in each user's pipeline. Your conversions will increase guaranteed! |
| Pre-Qualification Workflow | Files are submitted online by Agents and/or
clients with a complete scenario for easy review and approve/deny
functionality. -Processor do not have to re-enter scenarios, since the data has already entered your system. |
| Automatic Doc Generation | -Approved files convert to a client ready
package (Cover Sheet, Income/Expense Worksheets, Custom Legal
Contract, 3rd Party Authorization Forms, Disclosures, Hardship, 4506-T, and
Doc Check List/Submission Instructions ) -Additional Auto-Generated Docs- HAMP Proposal(s), Short Sale Proposal, Welcome Letter, Thank-You Letter, Status Report, Realtor forms, Title Forms, Etc... -Custom Docs/Templates- We can upload and auto-populate any custom doc or template package upon request
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| HAMP Proposal Module | Easily prepare unlimited HAMP friendly proposals for each file. Complete with Auto-calculations for front/back DTIs, cash flow, cost to foreclose breakdown, and estimated lender loss from foreclosure used in NPV calculations. |
| Centralized, Secured Doc Storage | Upload and store multiple file formats like PDF, JPG, GIF,. HTML. .DOC, .XLS, etc... centralized per file- Your whole organization will be more efficient! |
| Pipeline Management | Each User has their own exclusive, pipeline...
Agents manager their own... Branches/AEs manage their own plus Agents
underneath them... Back Office Employees/Managers manage all files from
Branches/AEs and their Agents.
NOTE: Back Office Employees can be restricted to see only files assigned to them or from Bracnhes/AEs assigned to them. |
| Detailed Data Reporting | Back Office Users can search and sort files in a
very detailed fashion- i.e. Sale Dates, Status (Processing, In Bank,
Closed), Sub Status (missing docs, pending client feedback, suspended,
Refund Pending, etc...), Date Range, or any combination. Managers can
export search results into Excel.
NOTE: Managers can export ALL files into excel 24/7 to always have a back up of client files. |
| Assign Task, Reminders, Appointments | Users can assign tasks, set reminders and appointments to themselves or across the company. Each user has access to a Calendar for easy planning |
| Track Billing and Receivables | Managers can track amount owed by the client (whether in phases or in payment plans) and also amount owed in commissions to any party involved on the file. Detailed reporting available in Excel Format. |
| Voice Broadcast Integration | One Click Follow Up- Send out a voice broadcast to all prospects or current clients in a particular status with a reminder. Each campign is Press 1 enabled to bring the clients to you. |
| Lender Directory/Profiles | Full access to 200+ lenders/servicers- Specifically, full contact info (loss mitigation dept.) Guidelines, Thresholds, Documents, and historical Approval Trends (You can search all recent files submitted to lenders/servicers to see the file's Original Scenario + Proposed Scenario + Approved Scenario) |
| State-by-State Regulations/Legislation | Each State has their own regulations pertaining to licensures, collecting advanced fees, penalties, etc... |
| Federal Programs and Guidelines | Updates and resources to the HAMP program and other programs affecting the loan modification industry will be discussed and posted here |
| Website Setup/Integration | We can setup new, affordable websites or
integrate the file submission web form into any existing website. New Website options- Content Manager, Google Analytics to measure traffic count/source, Onsite SEO, |
| CRM Enabled | Advanced CRM system available to automatically track leads and follow up with drip campaigns. Create unlimited work flows/Drip campaigns that use Automatic Email and Voice Broadcasting (Press 1 enabled) technology. |
| Unlimited Fax to Email | Activate a dedicated number to receive unlimited Faxes automatically converted to PDF and delivered via E-Mail. Activate 1 corporate account or multiple for each employee! |
| Online Chat | Activate instant live chat between users to the main account administrator |
| Leads | We work with several lead vendors that provide quality, exclusive leads. Contact Us for pricing. |
| E-Signature | Get documents signed electronically fast, easy, and legal! |