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Loan Modification Manager

Manage all of your loan modifications with ease!


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Key Benefits

Easy to Use Easy to Use Client financials worksheet for ease of analysis Client financials worksheet for ease of analysis
Track prospects, easily convert to customer files Track prospects, easily convert to customer files Secure customer accessible loan status online- no more time consuming phone calls! Secure customer accessible loan status online- no more time consuming phone calls!
Track communication with prospects and customers Track communication with prospects and customers Report on volume, profit, prospects, customers Report on volume, profit, prospects, customers
Track payments Track payments Custom reporting and private labeling upon request Custom reporting and private labeling upon request
Multi-user ready; configure email alerts when file actions occur Multi-user ready; configure email alerts when file actions occur

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Example Screenshots


Add Prospects

Add Prospect
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Prospect List

Prospect List

Convert Prospect into Client Record

arrow down

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Client Record - Client Data

Client Data

Client Record - Financial Data

Financial Data

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Client Record - Activity Log

Activity Log

Client Record List

Client Record List

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General Documents - Folder Home

General Documents - Folder Home

Multiple Document Type Storage

Client Record List

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Optionally Create Branches, Managers and Agents

Branches

And Much More .......

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