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Net Branch Operations Manager

Welcome, please click a link to explore functionality

Net Branch Operations Manager
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Manage Lenders

  • Centralized, updatable lender list.
  • Store all lender data for an an unlimited amount of lenders.
  • Lender data can be viewed by all accounts but updated only by admins.
  • Can be printed to PDF hard copy.
  • Store login credentials for each lender, whether they are company wide shared credentials or individual user credentials.
  • Access Lender website directly from lender list via a clickable icon.
  • 1-Click Rate Sheets for 40+ lenders!
Lender Details
Lender List
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Manage Loan Records

  • Borrower and Co-Borrower information.
  • Lender, loan officer, processor and loan information.
  • Commission and fee distribution.
  • Track Loan conditions, activity.
  • Integration with most major LOS.
  • Searching and Reporting by date, loan officer, borrower, branch and lender.
Loan Record
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Manage Personnel

  • Personnel info, fees, splits
  • Manage branch managers
  • Manage loan officers
  • Manage processors
  • Search loan officers by branch and/or name
  • Associate processors to branches and loan officers
Manage Personnel
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Manage Productivity

  • Search loan records by date, loan officer, borrower, branch and lender
  • Automatic calculation of total loan amounts, commissions and company fees
  • Funding summary can easily be printed to hard copy
Loan Record Search
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1-Click Rate Sheets

  • Access Rate Sheets from over 40 lenders with a single click.
  • Results page directly links to lender rate sheets, details, website and login credentials.
Rate Sheet Search Results
Rate Sheet Search
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Document Repository

  • Store documents for all users to view and download.
  • Seperate documents into folders for easy organization.
  • Administrators can easily manage documents and folders.
Document Repository - Documents
Document Repository - Folders
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Main User Dashboard

  • Secure web based module integrated and customized for existing website.
  • Customizable user dashboard.
  • Centralized, updatable lender list.
  • Shared document repository.
  • Personal account management for each user.
  • 1-Click Rate Sheets for 40+ lenders!
  • Unlimited amount of user accounts.
  • Administrative user roles for specific accounts to manage all data.
  • Includes secure link to Administrative Management Module.
Main User Module
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Administrative Management Module

  • Secure web based module for administrative users only.
  • Management of Branch Managers, Loan Officers, Processors and Borrowers.
  • Management of Loan Records including searching and reporting.
  • Associate Loan Officer's and Processors with each Branch Manager.
  • Manage personnel info, fees, splits.
  • Production reporting by Branch and Loan Officer.
Administrative Management Module
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