With the intention of saving originators time, the Document Generator creates frequently used email communication used in a transaction. They are professional looking rough drafts that are 75-100% complete. Each email can be fine-tuned before sending it to their client, Realtors, underwriter, or escrow officer. This tool will help the originator communicate more professionally and efficiently to eliminate or shorten some of the most repetitive correspondence.

The Mortgage Evaluation Tool helps originators evaluate a file to shore up weak spots and reduce drama that may arise in the processing, underwriting or funding phases. Much of the stress and frustration experienced in the mortgage industry comes at the end of the transaction when surprises pop up. By identifying issues in the beginning, the originator can develop alternative strategies, so they provide a smooth closing without unnecessary stress and drama.

The Education Center is a library full of educational documents that originators can send to clients, prospects or Realtors via email. These professional looking documents help reduce or even eliminate many of the repetitive conversations originators have on a daily basis. Since 85% of people are visual, having a document in hand will aid in their understanding.

The Transaction Coach helps originators manage events and tasks. Events are benchmarks like appraisal, submission, approval, document drawing and funding. Tasks are jobs done during the set-up, midway point, and funding to have a smoother transaction and provide amazing service. By adhering to the event schedule and following the step by step task list, an originator has a much greater chance of closing on time and providing world class service.