Call Toll Free (866) 620-2300
Wholesale |
Mortgage |
Loan |
|
| Setup Fee: | $750 | $750 | $200 |
| Base Monthly Fee: | $200 | $150 | $50 |
| Length of Contract: | 1 year | 1 year | 1 year |
| Options: | |||
| Automated LOS Integration | $50/month | $50/month | $35/month |
| Integrated Real Estate Sites | N/A | $50/month | $15/month |
| Prequalification Engine | Included | Included | $10/month |
| LO or AE Accounts | $10/month | $10/month | N/A |
| Features: | |||
| Secure Online Loan Application | YES | YES | YES |
| Print and Download 1003 forms and data | YES | YES | |
| Automated E-mail Notifications | YES | YES | YES |
| Unique Domain Names | YES | YES | YES |
| E-mail Forwarding | YES | YES | YES |
| Mortgage Calculators | 7 | 7 | 7 |
| Loan Process Description Page | YES | YES | |
| Customer Resource Center | YES | YES | |
| Create Unlimited Custom Web Pages | YES | YES | YES |
| Full BLOG system with RSS feed | YES | YES | YES |
| Online Quick Prequal Forms | YES | OPTIONAL | |
| Prequalification Letter | YES | OPTIONAL | |
| Daily Rate Sheet | YES | YES | OPTIONAL |
| Refinance Analysis | YES | YES | |
| Online Loan Status Center | OPTIONAL | OPTIONAL | OPTIONAL |
| Administrative Features: | |||
| Web Page Designer | YES | YES | YES |
| E-mail Marketing Tools | YES | YES | YES |
| Advertising / Promotions Manager | YES | YES | YES |
| Online Account Management | YES | YES | YES |
| User definable Meta Tags | YES | YES | YES |
| Search Engine Submissions | YES | YES | YES |
| Web Statistics Reporting | YES | YES | YES |
| Loan Product Designer | YES | YES | OPTIONAL |
| Support Features: | |||
| Online Support | YES | YES | YES |
| Training | YES | YES | YES |
| Online Manuals | YES | YES | YES |
| Web Site Features | |||
| Secure Online Loan Application Our Loan Application forms are super simple. Customers can quickly apply for a loan online answering only the questions relevant to their financial profile. The loan officer will be notified by email when a new application has been entered and can print the loan application or download the loan application data. top |
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| Print and Download 1003 forms and data Loan applications taken on the website can be printed in standard 1003 PDF file format, or downloaded in several file formats to be imported into your LOS for processing. top |
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| Automated Email Notifications Loan officers are automatically notified when a customer enters a prequalification or a loan application. These customers will show up in the loan officers Lead Tracking database. top |
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| Email Forwarding Email sent to your unique domain name will be forwarded to your company e-mail account. No need for a separate POP3 e-mail account. top |
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| Unique Domain Names Each loan officer can have a unique domain name that points to their personalized version of your site. They can market their own domain name and drive business directly to their site. top |
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| Complete set of Mortgage Calculators Current calculators include Buypower, Refinance, Net Proceeds, and Monthly Payments. top |
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| Loan Process Description Describe your loan process and documentation requirements so your clients know what to expect. top |
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| Customer Resource Center Your website includes a complete Home Loan Resource Center for learning about the process, terms, and options they will need to know. top |
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| Prequalification calculator and Letter Online prequalification forms will allow customers to accurately determine which loan packages they are qualified for. After prequalification customers can have a custom good faith letter printed describing the terms of the loan they qualify for, complete with your logo and loan officer's signature. The loan officer will be notified via email when a new customer performs a prequalification. top |
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| Daily Rate Sheet Quickly update daily interest rates and discounts for your loan programs. Loan Officers can view current rates and points directly in their admininstration account. top |
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| Loan Status Center You can configure your web site so that borrowers, Real Estate agents, builders, escrow agents and other interested 3rd parties can login and view loan status 24x7 on your web site. You can configure automated e-mail notifications to be sent whenever loanstatus changes occur. You can even configure what information each viewer is allowed to see in their report. top |
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| Web Page Designer A browser based HTML editor allows you to create great looking web pages to build your site. Upload images and create links to external websites and content you want your visitors to see. top |
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| Web BLOG system Maintain your own BLOG and provide RSS Subsriptions. Post articles with attachments and allow your visitors to submit comments and subscribe to your BLOG. It's a great way to obtain leads and promote search engine listings. top |
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| Email Marketing Tools Your loan officers can perform email marketing campaigns to their database of leads generated at their web sites. top |
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| Advertising / Promotions Manager Create banner advertisements and schedule them to be run on your site. Offer advertising space to co-marketing partners. You have complete control over what gets advertised and when. top |
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| Online Account Management Each user has their own account login for managing their leads and website content. The Administrator has control over user privileges and content changes. top |
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| Search Engines and Meta Tags You can define your own search engine keywords that are embedded into your webpages for the search engines to use. We can assist you in submitting your web site to major search engines. This will help generate more traffic to your web site. top |
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| Web site Statistics Reporting View a detailed summary of your web site's performance. top |
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| Loan Product Designer Define the loan products you offer. These loans are used with the prequalification process and the Buypower Calculator. Update daily interest rates and optionally display a daily rate watch on your main web page. top |
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| Automated Calyx Point or Lenders Office Integration Our integration utility will automate the download of all your loan applications into your LOS. Loan status changes within your LOS are automatically posted to our secure server and e-mail notifications are sent to the borrower and Real Estate agents to visit your site and review the status changes. Currently supported LOS packages include Calyx Point and Lenders Office. top |
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| Integrated Real Estate Agent web sites Real Estate agents can create templated web sites, directly linked to your loan officer's site. Features include mortgage calculators, Real Estate Listings, and more. top |
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| LO or AE Accounts The Wholesale and Mortgage Company Web sites provide customizable accounts complete with unique domain name and photograph, all under the main corporate branded web site. These are complete websites, not just a bio page. Each loan officer is able to market their own domain name and drive leads into their account. In addition, leads driven to the company web site through company-sponsored marketing are equitably distributed to loan officer accounts. top |
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