Manager features and
benefits
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-
Manage
leads input by 50 and 200 day moving
average
-
See
referral source on every loan
-
Oversee
communications between originators and
processor
-
Print
message logs for “problem” files
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Ability
to communicate with entire office within the
system
-
Keep
people out of personal email and control & limit access
to Internet sites
-
Monitor
rate locks and expirations
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Identify
marketing opportunities
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Manage
territories and referral sources for mentoring and
coaching
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Use loan
messages on files for training
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Standardize compliance
-
Transfer
loans from one MLO to another
-
Future
date reminders
-
Quick
view of compensation report
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Immediate
change to passwords, security and access
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Total
control over all programs and the complete database on your
system on one computer.
-
Many
report generating capabilities
-
Remote
Access allows for total access at home or on the
road.
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Weekly
Status reports delivered by e-mail
