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Copyright 2008 Web-Based Processing System Demonstration.

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Presentation on theme: "Copyright 2008 Web-Based Processing System Demonstration."— Presentation transcript:

1 Copyright 2008 Web-Based Processing System Demonstration

2 Copyright 2008 Navigation Please use the arrow keys to navigate forward and backward through the presentation. Please use the arrow keys to navigate forward and backward through the presentation. BackwardForward BackwardForward

3 Copyright 2008 Transparency By utilizing the technology tools available today, we can effectively communicate with you to give you the information you need to build your business without the games! By utilizing the technology tools available today, we can effectively communicate with you to give you the information you need to build your business without the games!

4 Copyright 2008 Transparency The online system will provide you with the information you need, when you need it without s flying back and forth between you and your processor. The online system will provide you with the information you need, when you need it without s flying back and forth between you and your processor.

5 Copyright 2008 Transparency You know exactly what is going on in your file, which creates TRANSPARENCY! You know exactly what is going on in your file, which creates TRANSPARENCY!

6 Copyright 2008 Transparency Interactive Conversation Logs Power of 3 Processors will note information in the conversation log, which triggers a notification to you Power of 3 Processors will note information in the conversation log, which triggers a notification to you You and your borrower can also ConLog, which keeps all of the communication in one place and reduces oversight errors. You and your borrower can also ConLog, which keeps all of the communication in one place and reduces oversight errors.

7 Copyright 2008 Transparency Interactive Uploads You or your borrower can upload documents You or your borrower can upload documents Creates security of private information, which helps to meet Safeguard Laws, such as the Gramm-Leech-Bliley Act Creates security of private information, which helps to meet Safeguard Laws, such as the Gramm-Leech-Bliley Act

8 Copyright 2008 Transparency Appropriate Log-In Views Can Be 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 view) Real Estate (their files only – limited view)

9 Copyright 2008 Branding The secure website will display your logo, not ours, so the system looks as if it is your very own!

10 Copyright 2008 Demonstration On the next slides, you will see some screen shots showing you what the system will look like. On the next slides, you will see some screen shots showing you what the system will look like.

11 Copyright 2008 Dashboard View This is the first view you will see when you log into your secure pipeline.

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13 Status History Report Link This is the report view you click the link titled “Status History.”

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15 Status Timeline Report Link This is the report view you click the link titled “Status Timeline.”

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17 Appraisal Report Link This is the report view you click the link titled “Appraisal.”

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19 Title Report Link This is the report view you click the link titled “Title.”

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21 Borrower Details Click on any borrower in your pipeline to see more details and access documents and ConLog

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23 Borrower Details “Documents Tab” displays all of the documents that are currently on file for your borrower. You know exactly what we have and have instant access to the documents without having to ask for a copy! You know exactly what we have and have instant access to the documents without having to ask for a copy! Documents are easily uploaded by us or you and your borrower. Documents are easily uploaded by us or you and your borrower. Protects personal information through secure upload! Protects personal information through secure upload!

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25 Borrower Details “Conditions Tab” displays all of the conditions that are needed for this loan. They can be customized so that certain conditions are seen by all, while others are only seen by processors and loan officers.

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27 Borrower Details “Contacts Tab” displays all of the contacts for this loan. “Contacts Tab” displays all of the contacts for this loan. No more searching for contact information for the title company, real estate, etc. It’s all in one place and pulls right in from the Point file!

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29 Borrower Details “Log Tab” displays the Conversation Log. “Log Tab” displays the Conversation Log. Stop searching for that lost ! Stop searching for that lost ! This is interactive log will keep everything in one place between, you and your processor, as well as your borrower! This is interactive log will keep everything in one place between, you and your processor, as well as your borrower! Of course, this is customizable to show items to processing, loan officers, borrowers, or real estate. Of course, this is customizable to show items to processing, loan officers, borrowers, or real estate.

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31 Borrower Details Click on the “Send Welcome Note” Button Click on the “Send Welcome Note” Button Send a welcome note automatically from the software letting the borrower know how to access their file. They get their own username and password!

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34 Borrower Details Following is a sample of the Borrower View, which is very similar to the Real Estate View. Following is a sample of the Borrower View, which is very similar to the Real Estate View. Again, everything can be set up to display YOUR logo so it all looks seamless!

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36 Conclusion We are sure that these tools will provide you with what you need to excel ahead of the competition by giving you the flexibility you need as well as encouraging better communication with your borrowers and referral partners!

37 Copyright 2008 Thank you for your interest!


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