STANDARD FEATURES

• List of Standard Features

• User Access Levels

• Contact Relationship Management

• Automated Notices

• Our Focus on Usability

  • Quick Tools

  • Standard Lists

  • GUIDE ME Tours

  • Implementation Checklist

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ADDITIONAL MODULES AND CUSTOMIZATIONS

• Custom User Field Module

• Custom Document Template Module

• Impound/Escrow Module

• Asset and Insurance Tracking Module

• ACH Module

• Lender Service Fee Module

• Borrower Portal Module

• Draw Disbursement Module

• NACHA Module

• Accounting Register Module

• Multi-Lender/Investor Module

• Investor Portal Module

• Escrow Analysis Module

• Custom Report Module

• API Module

• Additional Tenants

• Customized Portals

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IMPLEMENTATION AND SUPPORT

• Support - Cost, Options and Hours

• Contact Support

• Implementation Options

• Implementation Costs

• Implementation Process

  • Sample Document Templates

  • Loan Variables

• Customizations

• Data Import

 

SECURITY AND TECHNICAL RESOURCES

• Saas - AZURE Cloud

• Password Policy

• Security - 2 Factor Authentication

• Browser Requirements

• Penetration Testing

• Business Continuity

• Database - Encryption and Backup

 

PRICING AND POLICIES

• Pricing Calculator

• Pricing Grid

• Policies

• W-9 - Request for Taxpayer Identification Number

• Insurance Certificate