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Why The Loan Modify System Experience outstanding sales growth.
In these volatile uncertain times… you know how important it is to make every minute
count, from managing leads and client information to securing the sale and beyond.
The Modify System helps you make each day productive and profitable for yourself
and while giving peace of mind for your clients. With The Modify System, you have
ALL the answers they need to make informed loan modification decisions. That makes
you indispensable and your clients will recommend you to others.
Before the Sale
The Loan Modify System's Customer Relationship Management solutions streamline your
production from sales through negotiations with tools and functionality that simplify
the tasks involved. Importing leads, managing contacts and their personal, financial
and credit information necessary for a loan modification has never been easier.
The Modify System is fully functional online allowing your data to be accessed everywhere.
Perfect for laptops on the go... you can work with it anywhere - at home, the office
or your favorite coffee shop anywhere you have internet access.
During the Sale
The Loan Modify System allows you to spend less time crunching numbers and more
time advising your clients.
The Modify System generates reports and comparisons that allow you to give relevant
advice so your leads turn into clients. The Modify System handles the details with
pinpoint accuracy. Then when it's time, with a click, you can send the entire package
to the client instantly, electronically, anywhere in seconds.
After the Sale
With The Loan Modify System, you can track the progress of the loan modification
while it’s in the negotiations department. If the client contacts you, just open
the file and read notes. You can improve production with allowing the client to
log on and follow the progress themselves.
Sample Reports
Powerful reports, customized for your needs, and can be instantly generated. JUST
WATCH YOUR PRODUCTION GROW!
1. Track your Leads- by salesperson, who were assigned
leads summary, dead lead report, track where your leads came from
2. Salesperson
performance
3. Track all or just one salespersons’ activity by login date and time.
4. Transaction report
5. Last payment date
6. Client status report
7. Report of no recent notes in client file
8. Track every time a client file was opened and who opened it
9. Leads to client report
10. Many more reports
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