AUTOMATE everyday processes so that they take up less time, allowing you more time to take care of the clients. Automatic email notifications provide updates and changes in event status. Faster responses from partners, clients and agents improve transaction times.
ENABLE clients, partners, associates and stakeholders to communicate and collaborate quickly and easily. Whether clients want to stay up to date on the status of their transaction or partners need to be notified of changes, our solutions keep everyone on the same page. This allows employees and agents to focus on what they do best -- build relationships.
STANDARDIZE business processes and best practices within an office or organization. When changes occur, everyone will be able to adhere to the new policies and procedures by using the same set of modified templates. This allows an update to be made once and then distributed to all parties, quickly and easily.
Our flagship product, Status Sweep™ is an innovative collaboration management solution designed to enable mortgage professionals with the ability to remain in compliance and keep consumers, partners and all staff (loan officers, processors etc) up to date on the status of a mortgage application. Status Sweep™ assists industry professionals by:
- Being Compliant: With new disclosure rules regarding document & fee requirements, keep the borrower up to date 24x7;
- Building a Consumer Focused Relationship: Every borrower gets a personalized website to keep them up to date on the status of their loan application;
- Efficiently Communicating with Everyone: Automatically keeping consumers, affinity partners and internal staff up to date with the status of each loan;