◦ MORTGAGE BROKERS SOLUTION 2

Simplify Loan Tracking & Documentation


Document Delays

69% of brokers find document management a major challenge, with incomplete documents delaying approvals. (ICE Mortgage Monitor)

Approval Delays

45% of brokers face delays in approvals due to ineffective loan tracking and miscommunication. (Mortgage Metrics Report)

Lost Clients

55% of brokers lose clients due to poor document tracking and loan status management. (CoreLogic Loan Performance Insights)

Automated Loan Status Updates

  • Tracks every stage of the loan process automatically.
  • Sends updates to clients without manual input.
  • Ensures clients stay informed at every step.

Document Request and Tracking

  • Automatically requests and tracks financial documents.
  • Organizes documents to prevent delays.
  • Ensures all necessary paperwork is filed efficiently.

Real-Time Notifications

  • Alerts brokers and clients about missing documents.
  • Provides notifications for completed steps and signatures.
  • Keeps processes running smoothly without bottlenecks.

Centralized Document Storage

  • Stores all client documents in one secure system.
  • Allows quick and easy access to any document.
  • Facilitates document sharing when needed.

Automated Reminders for Missing Documents

  • Sends clients reminders to upload required documents.
  • Reduces delays in the loan approval process.
  • Ensures all paperwork is completed on time.