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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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