1. Enter candidate information

(View and analyze the client's current financial position)

2. Complete financial worksheet

(Detailed expense sheet/Lender specific worksheet)

 3. Pre qualify and create proposal

(Create a plan for the client)

 4. Immediately send application, lender specific worksheet, proposal, agreements, etc. completed and ready for client signature

(Email, Efax, Print)

 5. Send mod package to the lender

(Email, Efax, Print)

 
FEATURES :
 

* Track modification candidates

* Select from multiple prepared report

* Send reports with a click of your mouse button

* Coordinate communication with affiliates

* Track outstanding documentation

* Triggered marketing

* Calendar and appointment time scheduler

* Internal messaging

* Internal dynamic sales scripts

* Track payments

* Lender specific worksheets

* Auto sort by lenders

* Automated Notes

*  Send updated processing notes directly to the client

* Option to fully customize for your company's specific needs

* And much more . . .