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- Borrowers database captures demographic information and loan details.
- Contacts database tracks non-borrowers such as Realtors and sellers.
- A feature reminds you to call people back and alerts you when important dates expire, such as interest rate locks, ARM, and balloon adjustment dates.
- Enter unlimited borrowers, contacts, and notes.
- Use shortcuts such as auto-capitalization.
- Customize database with added fields and items on lists.
- Track and forecast commissions.
- Track borrower goals.
- Track borrower special interests.
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- Add prospects to Purchase Campaign, which immediately queues up 10 weekly letters!
- Add prospects to Refinancing Campaign, which immediately queues up 8 weekly letters!
- Additional Marketing Letters available for first time buyers.
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- Send Thank You letter to referring person.
- Special report identifies your most productive advocates.
- Referral gift tracking system manages a referral rewards program.
- Track borrowers you refer to other professionals.
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- Monitor and be reminded of birthdays, anniversaries, interest rate locks, and seller contingency dates.
- Create custom fields to track any date.
- Specify number of days before an event for a reminder.
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- Look up people by first or last name, phone number, loan ID, and property address.
- Look up people within specific group by company name, city, zip code, job title, type of contact, and loan status.
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Intelligent Importing
- One step importing from popular loan processing programs, such as Point, Genesis, Contour and more
- Easy import from Excel, data files and other database formats.
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Automatic Letter Tracking
- Tracks letters due to print.
- Schedules letters automatically.
- Create marketing campaigns for any purpose.
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Microsoft Word Integration
- Controls Word to print letters, labels and envelopes.
- Prints, faxes, and e-mails many different kinds of letters with one button push.
- Supports HTML e-mail.
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