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Pre-Fill Apps
You have data on your borrowers and can understand when they may need or qualify for a Home Equity product. Lodasoft will connect with that data source so you’ll not only know when to send that message but the borrower will see that the application is prefilled with the data you have. Just update anything that’s changed and click submit, its just that easy.
Pricing & Automated Disclosures
Lodasoft will connect with your pricing and disclosures engine allowing real-time pricing discussions and disclosures that can be triggered automatically, no manual intervention from your disclosure desk! Easily validate and deliver accurate pricing and disclosures in a self-serve environment.
Workflow Engine
Our task-based workflow engine allows you to automate your own personalized home equity process. It’s basically our secret sauce. One giant downside to the capabilities of most LOS programs is that they do not prioritize tasks or loan files for you, leaving it up to your processors to know what to do next.
Flexibility
Lodasoft prides itself in its no-code configurable deployment methodology. This enables you the flexibility to turn on a dime. Market shift? No problem. Want to offer refi and recapture tools, just turn them on. No matter how simple or complex your home equity products are, our flexibility can handle it all.
Integration & Implementation
Our agnostic eco-system via Lodasoft Connect allows you integrate virtually any widget, third-party service, LOS. With open APIs, quick-start templates, and more, our ease of set-up allows you to go live in less than 30 days. From there, you’re given the tools to make tweaks on the fly.
Features
Borrower,
Agent, and
TPO Portals
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Borrower and Agent Portals
Custom-branded and tailored to your needs
Your own secure portals where borrowers and agents have 24/7 access to real-time status updates and notifications, can satisfy outstanding conditions and communicate throughout the loan process. A great web and mobile experience for all!
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Email Campaigns
It's more than just set it and forget it
Automated emails go out to your internal staff, borrowers, realtors or any party involved in a transaction triggered at any stage of the process --- use our templates, create your own, you decide!
CRM, Dialer and
Lead Management
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CRM and Lead Management
You may think you have this taken care of, find out how much you might be missing.
Are you referral-based? Buying leads? Refi? Purchase? There’s a lot to think about and we’ve figured out how to automate and get the most out of every touch. CRM and Lead Management requires a strategy, not just a system. We’ll help you capture your audience, and then we’ll help you incorporate everything necessary into your entire workflow.
Loan Application,
Document Management,
POS and eSign
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Loan Application, Document Management
Loan Application, Document Management
and eSign
Dealing with documents just got a whole lot easier
We’ll help you automate the gathering of all documents so you’ll always know what's outstanding. Track, approve, reject, send for eSignature, and more all from a centralized dashboard.
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Smart Tasks
Smart Tasks
and Workflow
This is where the magic happens.
Imagine if you had a robot that knew exactly what you wanted to do and when you wanted to do it. That’s basically how our workflow engine works. Configured to your needs, we’ll take automation to a new level.
Text Message and
Communication
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Text Messaging
Text Messaging
and Communication
Stay in front of your borrowers, agents, and team members
Eliminate the need for manual internal and external emails with our message and alert center. We can send texts, emails, instant messages, and more without you having to lift a finger.