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Features
Borrower,
Agent, and
TPO Portals
Borrower and Agent Portals
Custom-branded and tailored to your needs
Your own secure portals where borrowers and agents have 24/7 access to real-time status updates and notifications, can satisfy outstanding conditions and communicate throughout the loan process. A great web and mobile experience for all!
Email Campaigns
It's more than just set it and forget it
Automated emails go out to your internal staff, borrowers, realtors or any party involved in a transaction triggered at any stage of the process --- use our templates, create your own, you decide!
CRM, Dialer and
Lead Management
CRM and Lead Management
You may think you have this taken care of, find out how much you might be missing.
Are you referral-based? Buying leads? Refi? Purchase? There’s a lot to think about and we’ve figured out how to automate and get the most out of every touch. CRM and Lead Management requires a strategy, not just a system. We’ll help you capture your audience, and then we’ll help you incorporate everything necessary into your entire workflow.
Loan Application,
Document Management,
POS and eSign
Loan Application, Document Management
and eSign
Dealing with documents just got a whole lot easier
We’ll help you automate the gathering of all documents so you’ll always know what's outstanding. Track, approve, reject, send for eSignature, and more all from a centralized dashboard.
Smart Tasks
and Workflow
This is where the magic happens.
Imagine if you had a robot that knew exactly what you wanted to do and when you wanted to do it. That’s basically how our workflow engine works. Configured to your needs, we’ll take automation to a new level.
Text Message and
Communication
Text Messaging
and Communication
Stay in front of your borrowers, agents, and team members
Eliminate the need for manual internal and external emails with our message and alert center. We can send texts, emails, instant messages, and more without you having to lift a finger.
