Loan Browser - Keeps track of the loans
in your pipeline
Load Detail (Tab) - This is an
additional tab that shows loan information on each property that
they own. Primary, Secondary, Dates, Loan Amounts,
Interest Rates, etc..
Calendar Options - Each task series and event can be assigned to
a loan transaction which allows you to better track your Before,
During and After processes.
Party members - Each loan transaction
can have an unlimited number of party members. This lets
you track who is involved in the transaction and allows you to
send letters & emails or make calls to the correct
person. Examples of party members would be: Escrow
Company, Title Company, Lenders, Buyers, Sellers, Listing Agent,
Buyers Agent, etc...
Rate Watch - Image being able to check your database for each
person that has a 6% loan and above. Then calculate an
amortization on their current loan and compare it to a new loan
and send them all an email or letter. Rate watch allows
you to mass-email each contact a personalized letter showing the
advantages or disadvantages of refinancing.
Financials - Calculate good faith statements for FHA, VA and
Conventional in just a few seconds. Calculate Cost of
Waiting or Rent vs Own..