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Understanding the mortgage software
market
There are a wide variety of software vendors offering
a plethora of mortgage products. This competition
is to your advantage, but only if you know how to
judge one product from another.
MortgageXS has been designed to run on your private
network. It is not internet based software. With
internet software can you trust the software vendor
with your client database and do you want to tell
your clients that there personal financial information
will be stored at an internet address.
 MortgageXS
is fully scalable software. Unlike some of the competition
it has been designed and written using the best available
microsoft tools. Some of the competition use Access
Databases which do not scale as well as the SQL Server
2000 Desktop engine. MortgageXS has been designed
to be used by 1 to 100 users.
Ask yourself if your Mortgage software has the features
and the ease of use that is contained in MortgageXS.
MortgageXS offers the
following features:
- Comprehensive
Client Details. MortgageXS allows for any number
of clients to be applied to a single Loan. The
Client screen is simple and easy to use with
many time saving features. One client can have
any number of loans.
- Sophisticated
Loan screen. The loan screen has been designed
to be the most comprehensive loan entering screen
available but yet user friendly. The screen contains
18 critical dates. Any number of security properties
can be added to one loan.
- Easy
to use and Easy to Setup
- Easy
to use manual. Included with MortgageXS is a
60 page comprehensive manual. The manual has
illustrations for almost every aspect of the
MortgageXS program.
- Online
Help. In addition to the Manual, MortgageXS contains
online help which is accessible by the click
of a button. The online manual is fully illustrated
and contains nearly all the content of the Manual.
- Automated
Notes and Tasks. Probably the most important
feature of MortgageXS is the Notes and Tasks.
MortgageXS Notes and Tasks are fully built in
and do not rely on a third party tool like outlook.
The benefit is that the Notes and Tasks of all
users can be viewed and tracked by other users
with appropriate security. In other words a manager
can ensure that consultants are not missing critical
dates or falling behind or forgetting work. Every
time MortgageXS starts the user is alerted to
any outstanding Tasks. MortgageXS also has many
automated notes and Tasks. By editing dates in
the loan screen almost certainly a note will
appear in the notes screen and maybe an applicable
task. This seriously reduces the time a broker
must spend in front of the computer screen.
- Document
Management Facility. In today's fully automated
world Documents need not be stored in archiving
files and folders like they use to be. MortgageXS
allows the user to drag documents into a clients
Document Management screen. Documents are then
encrypted and can be viewed at a later date.
This reduces the reliance on client files and
makes finding critical client documents available
at the click of the mouse.
- Flexible
Reporting system. The Report Builder Wizard helps
users to simply generate personalized reports.
Report Builder is an easy and convenient tool
for the creation and customization of reports
which takes advantage of the formatting and presentation
capabilities of Microsoft® Excel. By using
the different sections available any number of
different combinations or permutations can be
obtained.
- Marketing
Data. The Marketing data tool is in effect a
simple database Query tool. The output is in
comma delimited format. If Microsoft® Excel
is installed the data should automatically load
into Microsoft® Excel. This is a query based
extraction which can be changed to allow a different
selection to be extracted from the database.
- Synchronization.
Synchronization allows a user to disconnect from
the Master database with there own local copy
of the Master database. When the user has finished
making changes, the changes are able to be uploaded
to the Master Database. This allows a user to
go into Mobile Mode. Consultants can Add or Edit
Loans out in the field and then upload the Data
to the Server.
- Database
management tool. SQL Server today has become
a critical component in many organizations' computing
infrastructure. Convenient tasks include Backing
up a Database, Restoring a Database, terminating
a user connection, rebuilding indexes on a table
and more.
- Commission And Trail Tracking.
MortgageXS contains powerful Commission and Trail
Tracking forms making it easy to reconcile commissions
and trails at the end of the month.
- Allows
for remote login. With the correct security logins
and network configuration MortgageXS can be accessed
from a remote location. Different offices could
use the one database to access there clients.
Its even possible to have offices in different
countries.
- Intelligent
Addressing. MortgageXS contains over 16,000 Suburb,
states and postcode combinations. Adding addresses
could not be easier because MortgageXS tries
to complete the address for you.
- In
house server. MortgageXS uses an inhouse server
so your data is not stored with by another company
- MortgageXS
has inbuilt fully integrated Security. Users
(consultants) can be added with different permission
levels.
It’s never been easier to generate wealth
from the Mortgage Market.
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