Loan Proposals & Comparisons
Create branded personalized loan proposals easily and quickly. Allow clients to compare your proposals side by side and see the value in the options that you have to offer.
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Pipeline Management
Loan Proposals is the perfect tool to manage your pipeline. Loan Officers, Managers, Regionals and Executives can use the pipeline management tools to...
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Open House Flyers
Create professional open house flyers complete with up to 4 financing scenarios and 5 house images. Brand each open house flyer with you and your realtor/builders contact information and photo or logo.
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Lead Distribution & Management
Automatically distribute leads to a specific user, branch or queue based on lead type and/or lead source. Automatically re-route leads based on custom rules you define if no action is taken on lead within a certain amount of time.
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Personal & Co-Branded Web Sites
Create your very own personal web site or unlimited business to business sites for use with realtors, builders, referral sources you have a relationship with.
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Marketing
Create your own marketing library of flyers, brochures, postcards, etc... using your organizations approved marketing pieces. Each marketing piece is automatically branded and personalized with the information from each users user profile.
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What is Web-Based Software Anyhow?
Web-Based Software is software you use over the internet with a web browser. Nothing to download, no "IT Guy" required, works on any computer with a web browser & internet connection, always up to date, safe, secure & backed up.
More reasons why web-based is better
Customer Feedback
Adam Kernen - South Carolina Bank & TrustYour software is perfect for communicating loan proposals clients.