A robust, user friendly lending solution for handling loan files from lead
inception to secondary marketing. This package is packed full of features to
help you control your business from every aspect of the lending process.
One of our clients has a Guaranteed 15 Minute Decision - Approved,
Countered or Declined.
How can they consistently offer that? The right tools.
Integrated Credit and the most powerful tool that lets you "Work the Deal"
until it fits.
If you are taking too long to work your files, you are
losing business. Today's savvy borrower wants an
answer now and the fastest funding you can give them. And if you
are a wholesaler, your Brokers want their answers even faster!
From our famous Work The Deal
screen to the powerful Report Generator II, you get all of the tools that full
scale banks and wholesale investors use, at a fraction of the cost. Our
clients include multi-state Banks, Wholesalers, Brokers and Lenders whose
customers are borrowers, Brokers, Dealers, Contractors and
Correspondents.
If you aren't using Loan Energizer!, your competition may be working a lot
faster than you, beating you to the punch, and ultimately
taking your business away from you. If you want to get ahead in the game,
then read on:
Once you use our Work the Deal screen, you won't go back to any other package! Pre-qualify your borrower while on the phone, and finalize the crunch numbers to underwrite the loan file. This all-in-one tool has everything you need at your fingertips to make or break the deal! On Screen Calculations/Values/Scoring (Fico,Debt Ratio,LTV), automatically performed. View best pay-off scenario for borrower to derive monthly payment before and after scenarios leading to total monthly savings.
Key Features:
- Complete User Level Loan Data Security to protect your data
- Unlimited Closing Cost Scenarios (templates)
- Default settings for unlimited Investors and Programs
- License monitoring to prevent users from starting loans in states you're not approved
- Reminder Alarms for Leads and Loans, or personal reminders (Tickler System)
- Standard set of application and processing documents
- Report Generator with standard set of report templates to track your pipeline as it progresses
- Import/Export industry-standard FNMA DU 3.0 files to share data across platforms.
- Import from Telemarketing and other front-end software packages via a standardized text file format
- Built in Database Maintenance Utilities to keep your database running at it peak performance
Document Printing:
- Print documents to any printer (Laser and Inkjet) with Print Preview on screen
- Save entire document sets into a single PDF file using your copy of Adobe Acrobat software
Report Generator:
- User-friendly interface makes it easy for users to get reports about their personal pipelines, as well as offering expansive detail to find and filter through to obtain those mission critical reports necessary to boost production.
- Print, preview, email, or export data into formats compatible with DB4 tables, Excel (XLS) and CSV for pivoting your data even further in external programs such as Excel or Crystal Reports.
- Unlimited Report Memorization allows you to pre define the layout, filters, grouping and sorting options for your favorite reports and have them ready instantly to rerun at any time.
- Optional Report Layout Wizard offers the more advanced user a way to generate custom printable reports and field layouts for data exports with over 900 data elements to choose from.
- Optional Scheduler Server can run memorized reports at selected intervals to have necessary reports waiting for you when you need them
User Level Loan Data Security:
- Control access to loans for each user based on the status of each loan as it progresses. Restrict users from changing loan values once the loan has passed the critical approval point
- Every screen and entry point in the system can be controlled from No access, Read Only access, and Full access for each user.
- Complete control over your environment to protect your data
Tickler Alarms & Reminders:
- Keep track of appointments with your leads and loan files with this tickler system.
- Alarms offer fully configurable reminders for advanced notification to allow time to prepare for your call.
- Security based access levels allow team leaders to assign alarms with reminders to their subordinates for advanced scheduling corroboration.
- Quick-Alarm from within a Quick-App, Lead or Loan file presets the Call-To name and phone number.
Loan Programs and Closing Cost Scenarios:
- System wide General Defaults – Set up standard values and selection lists for automated data completion to speed data entry
- Unlimited Investors & Programs – Configure all of your investors and their programs from startup values to document stacking orders
- Unlimited Closing Cost (HUD1a) Scenarios can be defined for use by Investor Programs for additional speed enhancements.
- Unlimited Fixed Rate & ARM Plan schematics – create nearly any loan adjustment/stepping situation out there today!
System Customization:
- Customized Forms for meeting your company’s needs – from general data output modification to graphical enhancements such as logos
- Custom Programming is also available to help tailor the product towards the specific needs of your company.
Get it Now! Contact Sales@gomsd.com or (866) 869-3014 to find out more about Loan Energizer's Standard Edition.