How it Works

A library of refinance and purchase dynamic templates
Choice of inputting your own data, or purchasing from us.
Choice of our print and mail services, or your own
Your own dedicted ip address
A wide variety of loan option choices-QM, Non-QM, ARMs, Interest only, 2nd loan options, Lender paid, Borrower paid, and loan costs added to payment option

Upload data tab-upload and categorize your existing borrower database by rate, type of loan, and other options, and reach out with email and print campaigns.
Single entry tab-used daily-to respond to borrowers with letters and emails that impress with their level of loan options and detail.
Files tab-upload images and logos and input into templates
Account tab-view invoices, payments, change your credit card information and see the numbers of emails and PDFs generated.
Realtor tab- partner with realtors to offer loans and homes.
Initiate a new campaign tab-choose your campaign, purchase data, and select where and who to target.
Loan library tab-input current rates, rebates and create loan scenarios.
Image library tab-upload homes images and details
Campaigns tab-manage past and new campaigns.

Custom templates. With over 300 mortgage specific fields, we have the versatility to build made to order campaigns, and their accompanying print and responsive email templates
Loan Cost templates-generate detailed purchase, and refinance loan closing costs
All PDFs and emailed previously sent are available for retrieval
Multi property count-view the number of listings uploaded dynamically, add listings as needed
Settings-with dynamic and static property upload options, and other tools
Fannie/Freddie/FHA loan limits database
US zip code database

How it works