• 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