1.4.1 Originators
Originator features and benefits
    • Import current database from Outlook, any txt  file to get started
    • Set up contacts by category
    • All communications between Originator and  processing logged
    • Automatic e-mail notifications to Realtors,  Attorneys, Customers
    • Custom Future note dates (ie. Reminder to call  customer after a certain date, ie ARM adjusting)
    • System future event dates notifies you when its  time to contact customer (ie. 3 Months after  closing – customer service call re: servicing of  loan )
    • Record document retention – keeping all loan  docs paperless with the record
    • Access from anywhere when not in the office
    • Record turns red when within 8 days of closing
    • Loan comparisons, customized, saved to record  and email direct from record
    • Doc needed – and other communications  customized, saved to record and email direct
    • Ability to know where every loan comes from  and to manage quality of loans and referral  sources
    • Manage pipeline communicating with  customers, processors, lenders, attorneys all in  same record
    • Upload files from record to send, email, fax or  print and mail to customer
    • Preapproval letters are customized by loan  amount, purchase price or property address
    • Keep track of rate locks and expiration dates
    • Keep track of contingency and closing dates in  chronological order
    • Creates efficient pipeline reviews with follow up  note capability
    • Prints your funding report for payroll purposes
    • Allows for targeted marketing
    • Remote Access allows for total access at home  or on the road.
    • Weekly Status reports delivered by e-mail
  
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