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Web-BasedWeb-BasedProcessing Processing
System System DemonstrationDemonstration
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NavigationNavigation
Please use the arrow keys to Please use the arrow keys to navigate forward and backward navigate forward and backward through the presentation.through the presentation.
BackwardBackward Forward Forward
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TransparencyTransparency
By utilizing the technology tools By utilizing the technology tools available today, we can effectively available today, we can effectively communicate with you to give you communicate with you to give you the information you need to build the information you need to build your business without the games!your business without the games!
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TransparencyTransparency
The online system will provide you The online system will provide you with the information you need, when with the information you need, when you need it without emails flying you need it without emails flying back and forth between you and back and forth between you and your processor.your processor.
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TransparencyTransparency
You know exactly what is going on You know exactly what is going on in your file, which creates in your file, which creates TRANSPARENCY!TRANSPARENCY!
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TransparencyTransparency
Interactive Conversation LogsInteractive Conversation Logs Power of 3 Processors will note Power of 3 Processors will note
information in the conversation log, information in the conversation log, which triggers a notification to youwhich triggers a notification to you
You and your borrower can also You and your borrower can also ConLog, which keeps all of the ConLog, which keeps all of the communication in one place and communication in one place and reduces oversight errors.reduces oversight errors.
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TransparencyTransparency
Interactive UploadsInteractive Uploads You or your borrower can upload You or your borrower can upload
documentsdocuments Creates security of private information, Creates security of private information,
which helps to meet Safeguard Laws, which helps to meet Safeguard Laws, such as the Gramm-Leech-Bliley Actsuch as the Gramm-Leech-Bliley Act
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TransparencyTransparency
Appropriate Log-In Views Can Be Appropriate Log-In Views Can Be Provided:Provided:
Broker Managers (entire pipeline)Broker Managers (entire pipeline) Loan Officers (their pipeline only)Loan Officers (their pipeline only) Borrowers (their file only)Borrowers (their file only) Real Estate (their files only – limited Real Estate (their files only – limited
view)view)
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BrandingBranding
The secure website will display The secure website will display youryour logo, not ours, so the system looks logo, not ours, so the system looks as if it is your very own!as if it is your very own!
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DemonstrationDemonstration
On the next slides, you will see some On the next slides, you will see some screen shots showing you what the screen shots showing you what the system will look like.system will look like.
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Dashboard ViewDashboard View
This is the first view you will see This is the first view you will see when you log into your secure when you log into your secure pipeline.pipeline.
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Status History Report Status History Report LinkLink
This is the report view you click the This is the report view you click the link titled “Status History.”link titled “Status History.”
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Status Timeline Report Status Timeline Report LinkLink
This is the report view you click the This is the report view you click the link titled “Status Timeline.”link titled “Status Timeline.”
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Appraisal Report LinkAppraisal Report Link
This is the report view you click the This is the report view you click the link titled “Appraisal.”link titled “Appraisal.”
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Title Report LinkTitle Report Link
This is the report view you click the This is the report view you click the link titled “Title.”link titled “Title.”
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Borrower DetailsBorrower Details
Click on any borrower in your Click on any borrower in your pipeline to see more details and pipeline to see more details and access documents and ConLogaccess documents and ConLog
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Borrower DetailsBorrower Details
““Documents Tab” displays all of the documents Documents Tab” displays all of the documents that are currently on file for your borrower.that are currently on file for your borrower.
• You know exactly what we have and have instant You know exactly what we have and have instant access to the documents without having to ask for a access to the documents without having to ask for a copy! copy!
• Documents are easily uploaded by us or you and your Documents are easily uploaded by us or you and your borrower.borrower.
• Protects personal information through secure upload!Protects personal information through secure upload!
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Borrower DetailsBorrower Details
““Conditions Tab” displays all of the Conditions Tab” displays all of the conditions that are needed for this loan.conditions that are needed for this loan.
They can be customized so that certain They can be customized so that certain conditions are seen by all, while others conditions are seen by all, while others are only seen by processors and loan are only seen by processors and loan officers.officers.
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Borrower DetailsBorrower Details
“ “Contacts Tab” displays all of the Contacts Tab” displays all of the contacts for this loan.contacts for this loan.
No more searching for contact No more searching for contact information for the title company, real information for the title company, real estate, etc. It’s all in one place and estate, etc. It’s all in one place and pulls right in from the Point file!pulls right in from the Point file!
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Borrower DetailsBorrower Details
“ “Log Tab” displays the Conversation Log.Log Tab” displays the Conversation Log.
• Stop searching for that lost email!Stop searching for that lost email!• This is interactive log will keep everything in This is interactive log will keep everything in
one place between, you and your processor, as one place between, you and your processor, as well as your borrower! well as your borrower!
• Of course, this is customizable to show items to Of course, this is customizable to show items to processing, loan officers, borrowers, or real processing, loan officers, borrowers, or real estate.estate.
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Borrower DetailsBorrower Details
Click on the “Send Welcome Note” Click on the “Send Welcome Note” ButtonButton
Send a welcome note automatically Send a welcome note automatically from the software letting the borrower from the software letting the borrower know how to access their file. They get know how to access their file. They get their own username and password!their own username and password!
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Borrower DetailsBorrower Details
Following is a sample of the Borrower Following is a sample of the Borrower View, which is very similar to the Real View, which is very similar to the Real Estate View.Estate View.
Again, everything can be set up to Again, everything can be set up to display YOUR logo so it all looks display YOUR logo so it all looks seamless!seamless!
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ConclusionConclusion
We are sure that these tools will We are sure that these tools will provide you with what you need to provide you with what you need to excel ahead of the competition by excel ahead of the competition by giving you the flexibility you need as giving you the flexibility you need as well as encouraging better well as encouraging better communication with your borrowers communication with your borrowers and referral partners!and referral partners!
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Thank you for Thank you for your interest!your interest!
