Market - Solutions

Free Subscription Navigation Buttons Sometimes its the simple things in life! As you navigate through your loan file, simple back and forth buttons allow you to return to screens you were just working on, toggle back and forth, and bounce between tools and forms. No more "show all" and "alphabetical order" to find the form you need!
$1,495 HD Pipeline Viewer Dynamic color control for your pipeline. Remember when TV was black and white? Nope, neither do we. Your Pipeline, in dynamic color, based on whatever rules you desire. Suspended loans red? Loans past 3 days in the queue orange? TPO loans blue? Whatever you want, brings complete clarity to your team...
$2,995 Advanced Email Utility The Advanced Email Utility brings your customer, TPO, and File Contacts communication to the next level. Full HTML email templates (unlimited and as easy to create as writing an email) with headers, footers, logos, filed merge and so forth, are automatically sent based on any trigger you wish. Addit...
$995 Home Counselor Automation Remembering to, and then manually populating the Home Counseling Disclosure is sooo 2018. Eliminate 2631 clicks and 9 1/2 HOURS per 100 funded loans each month your staff is spending on this today. ROI, ROI, ROI.
$2,995 Advanced Communication Manager The Advanced Communication Manager (ACM) tool is a truly advanced communication platform which allows users to keep the loan story right inside the loan. Status notifications, eMails & attachments, global and personal templates for repeated eMail tasks, a live loan feed of the latest communication, ...
Free Subscription Input Form Printer Allows the printing (snapshot) of both custom and standard forms to be captured in the eFolder without having to map a custom output print form. Many, many use-cases for evidencing iterative forms, checklists, screen grabs, data at certain parts of the process, quick-print for review, etc.
$995 SSN Utility A one-click, in-loan solution that allows users to query the entire system, regardless of borrower position, for any duplicate SSN's and borrowers. A simple 'report' is produced, which you can have added to the efolder, evidencing a successful dup search.
$1,995 Income, Rental & SSA Income Calc Tools Embedded Income Calc tool, within the file flow, able to be captured and have native business rules written around the usage. Add a hardstop in the file flow to require calc prior to submission as example. Should be bundled with input form printer plugin.
$1,495 Loan Folder Automation Did you know for every 100 funded loans, your staff averages 4210 clicks and just over 7 HOURS a month moving loans between folder? Not to mention all of the "oh, i forgot to move it" emails! Loan Folder Automation moves loans to the appropriate folder, in real time, based on whatever rule(s) you n...
$1,995 Auto Printer This utility allows you automatically print any standard or custom print form to its proper place in the efolder, based on any trigger or event you wish. Any time you have to open the print manager and manually print a form, don't. Do it automatically with Auto Printer! Loan Approval automaticall...
$1,995 Address Verification With the click of a button, or automated with a simple trigger rule, validating the address against the USPS website manually is now a thing of the past! This utility also takes a screenshot of the USPS findings and stores them in your designated eFolder bucket. No Brainer ROI: For every 100 cl...
Free Subscription Doorbell Doorbell is an indispensable tool, delivering efficiency day in and day out. If an LO steps away with a loan open or you need immediate access to review or lock a loan, ring the Doorbell. The user in the file receives a real-time popup notifying them you're requesting access, and if they have sound ...
$1,995 Disclosure Management No more stare and compare coupled with endless clicking by your Disclosure Desk or Post Closers as they work through the file. In a single, user friendly screen, critical information about each disclosure (right down to the fee-level if you want) is tracked, presented side-by-side, and compared to t...
$1,495 Pipeline User Assignment Allows for the configuration of Persona / User on a global level to then be able to dynamically assign at the pipeline level.
$2,995 eDisclosure Assistant 2.0 This little assistant streamlines your eDisclosures. First, it reminds users when it's time to send out the eConsent with a popup that takes them straight to the eConsent screen. On one side it's a friendly assistant, and on the other a management utility that records when an eConsent was sent out,...