Casi Mod | Loan Modification Software | Loan Mod Software | Mortgage Modification Software
Evidently, managers are not able to monitor all conversations between the sales team and the consumer so by giving the sales agents the tools to be able to screen the clients during the first conversation this will save time and money . Casi Mod Loan Modification Software is tailored to put your management in control. While most modification software available is intended to only obtain information and then collect fees from the client, Casi Mod will go far beyond that. From the preliminary conversation, the consultant is able to observe the present financial situation of the prospect. This will give the sales agent a general idea if the person is a possible candidate for a mortgage modification. Once the prospect is screened the sales agent will have the ability to create a modification plan that is beneficial to the client based on the company’s criteria. Furthermore, before the file is submitted to processing a request for a prequalification can be sent to a supervisor. Since it is impossible for a supervisor to micro manage its staff at all times, a request for a prequalification can reassure you that you are in control of all files that are submitted into your processing pipeline. Once given the approval to be sent to processing, the agent can easily send the loan modification package directly by printing, emailing, or e-faxing to the client. Also, with the accounting feature it will give you the opportunity to track all payments collected from the client. When the file is in processing, a security option to have view only access is available. Casi Mod’s automated quality control notes system will hard code comments input into to each file. All logs entered will be time and date stamped to keep clients aware of the file status. The user will have the option to print, email or efax the file history directly to the client at anytime. Furthermore, in case a complaint is made, the convenience of having a system that will allow you to share all action taken will be of benefit to your company. Be in control with Casi Mod, a user friendly software that is aimed to put you back in charge of your company’s workflow. For more information please contact CasiMod. Sales * Navigate With Ease * Hints * Pre-Qualify * View Clients Financial Information Quickly To Engage The Client For The Sale * Create Proposals * Send Client Benefit Analysis * See File Status Throughout The Process * Appointment Logs * Send Package Completed And Pre Populated (applications, lender specific worksheets, agreements, etc.) With Just A Mouse Click * Send Pre-Qual To Hierarchy * Email Status Updates Directly to Clients * Sales Scripts * Send Internal Messaging Throughout The Company * Cost Benefit For Client * And More... Processing * Easily Build A Proposal For The Lender * Track File Status * Update Everyone With Processing Notes Throughout The Process * Communicate Internally * Auto Email * Automated Processing Notes * Track Amount of Days The Files Have Been Opened * Track Stipulations/Documentation * Scan Documents * Send Real Time Instant Messaging * Sort Files By Lenders * Access Numerous Processing Reports * Option To Have Sales Agents To Have View Only Access * Send Pre-Qual To Directly Attorney * Send Submission Directly To the Lender With A Mouse Click * And More... Management/Accounting * View Overall Production * Manage Leads * Track All File Status * View Affiliate Production * Track All Files (Status) * View Current Employees Logged In * Track Payments * Send Invoice * Set Tolerance Levels * Set Security Levels * Access All Offices Production * Send Internal Messaging Throughout The Company * Receive Pre Qual Requests * Set Read Only Mode for Agents Once in Processing * Send Internal Messaging Throughout The Company * And More ***Customization Available*** www.casimod.com Disclaimer: Article submitters are solely responsible for the content of their articles. ArtiLib can't be held liable for the contents of the articles. Report Abuse | Browse By Category |
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