Give your team the tools they need to do their job and be more productive and efficient. The more productive each originator is the more productive and profitable your team and organization will be. Everyone wins when we can make our jobs easier and more efficient while producing more results faster than ever.
Microsoft Outlook is the User Interface of choice for almost 95% of the business user community. Why not bring the power of origination software and integration to online credit reporting services right into their Microsoft Office and Outlook. Now you can!
Our Loan Origination Software leverages the power of the familiar Microsoft Office and Outlook applications and is designed for ease of use and powerful business extension and functionality. It is everything a loan officer or loan processor would need in a loan origination software system and more.
Key Functions:
- On-line Loan Application entered directly to the System
- Manage your loan documents
- Report on your mortgage data
- Control your levels of security
- Provide web access for your staff
- Powerful search, query and reporting functions
- Enable easy and fast compliance reporting checks and lists
- One-click mapping of locations, background checking, credit checks, background searches, web searches
- Leads, contact, account and opportunity management, reporting, and automation
- Easily enter and track activities from Outlook for easy team and activity management
- Integrate easily and powerfully to your website and other value added services
- Integrate to your back office accounting packages
- Scale to millions of records as needed
- Mobile, Browser and Outlook interfaces for all data
- Automate redundant and non-critical tasks
- Automate follow-up reminders and ticklers
- Alert on critical business drivers and gates
- Monitor & track your entire workflow and pipeline
- Maximize automated steps for your 1003 and related loan data
Our Origination platform is designed to keep your organization informed throughout the origination and through booking process to allow for optimum account visibility for superior customer service at every level including vender or dealer views. You set the rules and reap the rewards of more booked deals.
Origination:
From lead engagement, tracking and management to Loan processing and portfolio management, our system is Microsoft Outlook based, easy to use and automates powerfully. All the tools needed for originating a loan including the loan application (1003), Good Faith Estimate (GFE), Truth in Lending disclosure (TIL), and all other necessary documents and disclosure are automated and quick and easy to use.
Ease of Use:
Accomplish all business functions right from Outlook. Centralized Contact and Account management. Powerful workflow engine and business process automation tools. Fill out the forms once and the system will automatically populate your borrowers information from one form to another.
Processing:
Stay on top of every detail in the file with the system's easy to follow file format. Use the exceptional tools available to make your job more efficient.
Integration:
Integrate easily and powerfully to almost any system in the world. Integrate to existing back office systems or upgrade to one of our Microsoft Dynamics Accounting back office systems. Easily integrate to Office and Outlook. Also you can quickly deploy web integration forms on your website for easy client and prospect lead entry into CRM.
Easy to use Outlook and Browser Interfaces. Bring all the powerful loan origination system information right into the familiar and easy to use Outlook Interface.
Notice the Task and Activity bar on the top, the folder navigation to all modules and sub-modules in the folders bar on the left.
Microsoft Office 2007 Ribbon with CRM buttons integrated.
Right from MS Outlook you can access critical borrower, contact, account and lead information.
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