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CUSTOMER ONLINE STATUS - Allow customers to securely view status information online. Eliminate constant phone calls and allow your borrowers, brokers, or real estate agents the ability to check status online. |
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ACTIVE LEADS - Easily view the activity of each lead. Update, convert, or reassign leads simply and easily. The simple interface allows new users to get up and running quickly without having to waste time in training. |
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OPEN LOANS - Quickly scan your entire pipeline. Colored indicators tell you how many days each loan has been opened and if any are in need of attention. Clicking on the Loan Number will bring up the Loan Details view. |
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LOAN DETAIL - Updating a loan record is easy and intuitive. |
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REPORTS - Basic reports allow you to analyze the health of your business. Quickly determine what's working and what's not. Generate reports like Pipeline Summaries, Pull-Through Ratios, and more. |
