Our software solution is one of a kind. We offer you the ability to toggle between different types of services such as Loan Modification Processing, Debt Settlement Origination (Soon to be released), Mortgage CRM (Soon to be released). The capability to switch application modes, you could service your client if they are in need of a loan modification and/or debt settlement and/or mortgage refinancing. This way, your staff is capable to handle the full line of products that your business has to offer. You could take advantage of this turn-key software to lower your cost on your current investment.
Are you ready to do business? We are ready for you with our Turn-Key Vertical Technology Solution:
Prospect Management
-Manage customer contact information
-Manage Tasks, Appointment, Activity Notes
-Real-time customer’s lead status
Dashboard
-Dashboard view by sales production
-Dashboard view by file status flow
-Dashboard view by marketing campaign
loan modification Sales Origination Process
-Complete Loan Modification specific data capturing
-Lenders’ Specific Loan Modification Qualified Engine
Federal Compliance Check
-Compliance Review
-Proposal work sheet
-Auto documents generation emailing borrowers
-Documents Received uploading storage
-Activity logs tracking
Manage Marketing
-Manage marketing campaigns
-Campaign View point by type
-Inbound, Outbound, Internet Leads, Referrals
Vendors Integration
-Ready to go with various lead vendors
-Integrate with Forensic Audit
-Integrate with AVM
Security
-Secure hosted site
-SAX 70 Co-Location
-File based security
-Customized users security access template
-Dynamic roles and access rights
-Direct file security right granted to selected users
-IP restriction access by selected IP Address or User
Mapped Documents
-Available Common Forms
-Available Lenders forms
Reports
-Sales activities status
-Marketing channel performance
-File stages reports
-Custom reports request available *customization request*
Technical Support
-Online
Branches Capability
-Ability to management many branches *customization request*
-Oversea branches’ production performance *customization request*
-Ability to update information thru all branches *customization request*
Custom File Staging Management
-Customize file stages
-Customize disposition status
-Custom Work Queue
-Pushing staffs to manage work queue
-Set up and schedule queue changes daily
-Control staffs focus on daily work and isolated needs
Custom Rules Engine
-Built-in loan modification default rules
-Built-in lender’s guidelines
-Customizable on business rules
Custom Notification Engine
-Setup injection notification by file status changed
-Injection by email, task ignment
-Injection notification on file aging
-Managed Logix
888.851.8089 ext 303
info@managedlogix.com
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