WORK SMARTER

Technology

Put technology to work for you. Give your customers the convenience of an online 1003 that they can fill out from the convenience of their home or job when their schedule permits. Secure online access lets them log back in without losing any data. Alerts let your team know when the clients start and finish a 1003.

You can securely download your 1003 data from anywhere you have access to the web. Import it into your LOS software and save all the time of retyping everything that your client already typed in. You can also download your client’s 1003 in the form of a completed PDF for people who prefer printed form.

Share Documents

Place documents on your website for your clients and for your loan team. Easy upload and quick access puts any form just a minute away from the person who needs it.

Faster Communication

Have your website send you SMS text messages to your phone any time that you have a lead or an application has been done. Provide email (POP3 and webmail) for you entire team.

You’ll have fast, secure access from anywhere to your messages plus that professional look when everyone on your team has an address like yourname@yourdomain.com instead of a free email address.


 
 
 
 


Online address books and calendars provide access to your business data from anywhere on the web. Always have your important phone numbers and schedule available from your home, office or on the road.
 



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