Sub-Systems For Any Lender
Our subsystems are included with your license and fully integrated.
Utilize our subsystems to automate your regular processing, convert your loans initially or with a newly purchased portfolio, track all changes made within the system, and much more.
Sub-Systems
Generalized tools to improve your life.
Change Audit Control
Track everything that happens within the software. Change audit records a history of data deletions and changes.
Each audit record includes who made the change, when they made it, the before and after values of any field changed, and the function used. After that you can decide how long each type of audit is retained in your software.
Contact Management
This is your portfolio rolodex. Maintain all the people and organizations with whom you do business, such as originators, attorneys, and property inspectors.
Track a huge amount of information per contact. Also know that by changing their info in one place it will change everywhere. For each contact, you can track as many addresses, telephone numbers, emails, etc. as you wish. Track all of the individuals associated with the contact and their positions. Even track any documents linked to the contact, and keep as many notes as you'd like.
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DataImporter
Important your data from a huge variety of sources.
You only have to select the tables and fields you wish to update, and then sequence the order of the fields to be imported. The DataImporter can be used for everything from your initial conversion to regularly scheduled data maintenance.
Document and Image Tracking
Maintain a library of images and documents, and link them to loans, contacts, and other entities in the software. You can easily access and view these using whatever software product is linked to their file type in your system’s registry.
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Videos
Property tours and other videos
Images
Pictures of the property or something else - the choice is yours
Documents
Closing docs, borrower docs, whatever you want
URLs
Open websites or links directly from the system
LookUpMaker
You get to define the ways in which a loan can be cross-referenced and accessed. For example, you could set up lookups by loan number, property address, city and state, zip code, borrower name, tax id, insurance policy number, telephone number, and an almost unlimited number of other methods. The number of lookup types is limited only by the number of loan-related fields available.
ReportWriter
Easily create ad-hoc, on the fly reports. The ReportWriter can also be used to export data from the software or to integrate with a another system. Create run-time parameters, choose your sorts, join your tables, define your from/tos, and add totals. Run these reports whenever you'd like or schedule them for increased automation.
You only have to select the tables and fields you wish to export or report on, and then sequence the order of the fields. The ReportWriter can be used for everything from your day to day reporting needs, to regular data extraction for integrations or other needs, and all the way to full system conversions.
System Security
We include extensive security, and with it comes options to define things like security groups or to regulate password parameters. Security can even be turned off at the function level, and sometimes even the field level.
Workflow Management
Workflow provides powerful tools for creating, prioritizing, and tracking an organization’s workflow items. Create Action Queues or Workflow rules to fit your needs - the software will geneate the workflow items automatically and keep your users in sync.
