Product Information
THE LEADING ON-DEMAND LOAN ORIGINATION MANAGEMENT SYSTEM
DISCOVER THE POWER OF SOFTWARE AS A SERVICE FOR ONLINE LOAN ORIGINATION AND MANAGEMENT
1) Expand
Why not? With a Web-based system, you can add additional staff without ever increasing the size of your office. Users can access files from any computer, and you have complete control over their files. With our unique mentoring system, it is easy to train new people and monitor their pipelines.
2) Manage Leads
An online application automatically populates borrower information to your lead pipeline. View snapshots or set reminders so nobody ever feels left out in the cold.
3) Customer Relationship Management
Take advantage of our integrated CRM to keep up with all of your contacts. Automatically generate a related parties list so you know just who is involved in all of your files. Generate e-mail campaigns, and never forget another birthday, anniversary or the customer’s spouse’s name.
4) Compliance Made Easy
We’ve got your back when it comes to compliance. We supply and update disclosures for all 50 states and even time and date stamp when they were disclosed for tracking. We will also help monitor your state-specific licensing so nobody gets into hot water. Managers can monitor company pipelines to make sure everything is being taken care of.
5) Get Recognized
Free Web sites (for every loan officer) with unique domain names and Web applications will increase your online presence. Also, real estate agents and FSBOs will never forget you when you supply them with free Web sites for each one of their listings and seamlessly post their property information on eight of the largest online real estate classified Web sites.
6) Spend Less Time On The Phone
Automated updating to real estate agents and borrowers frees up valuable time normally spent on the phone. Pre-quals and file submissions are completed seamlessly online with any investor. Messaging capability keeps all internal and external players up to speed.
7) Quit Worrying About Faxes
Tired of sending faxes? Order appraisals, credit, flood certificates, title, escrow, etc. with our online vendor management system. Store all of your file documents online with e-Briefcase. Send password protected disclosures and all documents via e-mail seamlessly.
8) Rid Yourself Of High IT Cost and Worry
A Web-based solution allows you to minimize IT costs, because there are no installations, patches or upgrades. Unlimited telephone and online support, as well as training, will wipe the smirk off that IT guy’s face. Quit worrying about a computer crash, because you will have access to all of your files from any computer with Internet access. Empower yourself!
9) Measure Business
A robust reporting feature will measure your business from every angle and help you capture repeat business. Generate closing, income, fee or any other type of report you can think of. Indulge your inner bean counter!
10) Integrated Partnerships
We’ve integrated many partner services into MortgageDashboard so that you’re never required to leave our system or tediously re-key information. We interface with any lender portal, loan search engines, automated underwriting systems and many more valuable services. Ask us about our partnerships and receive discounts for joint accounts.
“ The ability to be able to do anything from a Web-based system is perfect in today’s marketplace. MortgageDashboard has made my life a lot more simplified and productive. The tools in their software have helped productivity
enormously. ” Eliot M. Brimage,
1st American Equity Group
