Features

• Secure Borrower Portal
• Auto System Generated Notification
• Borrower Document Status Updates
• System Reminder
• Auto Generated Emails from your company's mail server
• Unlimited team member Alignments for Shared functionality
• Realtor portal access — custom pre-approval letters, Loan Status updates and more
• Custom Loan Statuses
• Task Based Work Flow Engine- Create unlimited tasks all the way through closing
• Email Campaigns and custom email notification
• LOS integration
• Lead Management
• Compliance controls
• Admin Controls
• Management dashboard
• Reporting Matrix
• 1 Additional team member. Shared functionality
• Custom Created tasks
• Title

Lead management/dialer add-on

1. Configurable Lead Workflow
2. Segmentation, Unlimited Tagging
3. Integrated SMS Text Messaging, reply/SMS chat, Call-forwarding
4. Rules-based: Lead Routing, Lead Assignment, Lead Distribution, and more
5. Integration to Lending Tree, Zillow, and many more
6. KPI Dashboards, Dialer Dashboard, Pull-through Rankings
7. Credit Monitoring
8. Ringless Pre-recorded Voicemail
9. Dynamic Campaign List Creation and Management
10. Lead Import

Optional add-ons