PushMX Production Starter Pack is the best method for kick-starting your loan origination process into high gear. With customer service as the main goal, following the step-by-step process provided in the software, customers and partners will completely enjoy the experience they have working with you.

Items included:

• Import/Export document tracking items from/to Point
• Import/Export Document Templates from/to EXCEL
• Document Templates
• Order Request for Silver Partners
• Automatic reminders for pending documents
• Document tracking:
  • Order Confirmation Number and Status Link
  • Tracking dates:
    • Ordered
    • Received
    • Uploaded
    • Approved
    • Revised
  • Task dependency
  • Loan dependency
  • Ability to upload/view/delete digital documents
  • Complete history
  • Notes to internal/external contacts via emails
  • Associate vendor with a document
  • Automatic archival of digital documents after the loan has been closed/canceled/suspended over a configured period
• Send document-related fields and dates via emails using Email Templates

Conditions:

• Import/Export conditions from/to Point
• Import/Export Condition Templates from/to EXCEL
• Allow Approved/Revised status

Email Templates:

• Document-related fields
• Image support
  • Data-driven image support: Company Logos
  • Property Pictures Loan Officer
  • Signature Loan Officer Picture
  • Loan Officer Logo Support
  • User-Defined Email Addresses

Communications Website:

• Additional logins for business partners and contacts:
  • Mortgage Brokers
  • Buyer’s Attorneys
  • Seller’s Attorneys
  • Insurance Agents
• Allow upload of Loan Office Picture
• Display Loan Officer Picture
• Document Management:
  • View/Upload/Delete digital documents based on user privileges
  • Display status of the document tasks
  • Allow Loan Officer to view/search for Notes

Workflow enhancements:

• Mass Reassignment of Loan Officers
• Overwrite Number of Processing Days per Loan
• Configuration option to leave completed Milestones untouched
• Overwrite Milestone Completion Dates Configuration to allow auto-update of Point tracking dates as the Milestone status changes
• Blocking Processing from viewing a loan before a configured Milestone

Finance:

• Configurable Finance Fields mapped to Point fields
• Custom Finance Fields
• Configuration to overwrite Finance fields in Point when loan is closed

Notes:

• Configuration to include loan-related fields in the Notes as emails
• View Document-related notes
• Send notes to external contacts via emails
• Two-way sync up with Point Conversation Log
• Copy Notes into clip board

Reminders:

• Display reminders by task categories
• Configuration to allow other roles than Loan Officer to view Rate Lock Reminders

Reports:

• New standard reports:
  • Role-based Staff Efficiency Report
  • Loan Officer Pipeline Report
  • Enhanced Profit Summary/Details Reports:
    • include custom finance fields
• Custom Reports:
  • Allow task names
  • Allow selection of custom finance fields

System Admin:

• Mass Deletion of Error icons
• Improved User Administration

Point File Management:

• Set up Point folders based on the loan status
• Automatically move the Point file to the appropriate folder as the status changes