Deal flow management software for banking

How to create outlook signature

welcome to fund view the deal flow software exclusively designed for cre mortgage brokers our software is equipped with a variety of features that optimize your workflow and allow you to work more efficiently increasing your frequency of deal closures and shortening your time to the finish line this overview provides a glimpse into the capabilities of fund View and how it can revolutionize your business operations we're going to start on our dashboard this shows us the value of the total loan files we are currently working on all the outstanding documents and documents that our borrower has uploaded for review it will give us a loan chart talking about the loan status and this will give us some analytics about needs list files that have been received approved or still outstanding with our Borrowers the next tab will have our team's features here you can add your company team members and assign them different levels of permissions it allows your entire team to work on the same loan files with your clients so that everyone will be on the same page throughout the loan process in our loans tab this is where you manage all your loans you'll see the status of each open loan you'll see the estimated closing date the total loan amount and the expected commissions upon close each loan file consists of three primary tabs for managing the transaction loan details are entered here these details are taken in when adding a new loan it includes general information loan information property information you can add comments here as well once the loan details are complete your borrowers will receive an automatic notification that you are working on their file and to expect future notifications on documents required if you enter a referral contact both the referral and borrowers will be notified of all the status changes to make during the loan process this ensures all involved parties are informed about the loan status thereby minimizing the need for Unnecessary phone calls or follow-ups to obtain updates the next tab is the needs list it shows the borrower here you can create a custom needs list for documents to request from your clients you can edit and add additional items at any time this will show the last date that the borrower has been sent a notification our system sends a daily automated email to the borrower highlighting any outstanding items requiring attention they can securely upload the requested documents from their desktop or mobile device without creating a profile or setting up an account Additionally you have the Liberty to activate or deactivate these reminders as you feel is appropriate for your client if required you can also send immediate manual notifications to the borrower by going to the actions button and clicking send reminder you can also create additional individual folders to the needs list add document list from a template or create a new template of the existing list upon a borrower's document upload you will receive an email notification informing you of the same you may choose to download approve or reject the file which will be saved in the same file format as provided by the borrower in the event of a rejected file due to incompleteness or inaccuracy you can attach a note for the borrower and request them to upload it again once all the requested items are approved you can mark them as completed to download all approved files in bulk you can click on the generate button which will convert all files to PDF and zip them into a folder for easy downloading the files will be named ing to the associated folder in the needs list the last tab lender call log allows you to maintain a record of your communication with lenders you plan to approach for the loan request when you create a new Loan Fund use software automatically populates all relevant lenders from your lending companies directory you can also add more lenders as per your preference once the loan has been presented to the lenders there is no need to mentally keep track of each correspondence the lender call log allows you to maintain a record of all communication and keep track of the loan's progress using our calendar selector and note taking feature you can quickly identify which lenders require follow-up or which ones are awaiting a response this way you are always aware of the current status and the next steps needed to be taken you also have the option to add new lending companies or modify existing company parameters as needed since commercial Banks portfolio lenders and other lending sources often adjust their lending requirements you can utilize the smart sort feature to check if your loan still meets the latest parameters this feature automatically updates the list with any new lending parameters that your loan now satisfies but were not initially considered our loan summary generator is another powerful tool that we offer it takes information from the loan details and in just a few clicks creates an executive summary for your lenders to review you can send this summary directly from your portal saving you valuable time instead of spending several days to over a week creating a full loan package you can present an overview of the request to your lenders on the same day your client contacts you with the request our lending Partners recommend using an executive summary with key metrics to evaluate the feasibility of loan funding and assess general interest level this approach allows for quick feedback to be provided to the broker the loan summary generator allows you to create multiple summaries that emphasize various aspects of the deal enabling you to send more targeted presentations to specific lenders alternatively you can send the same summary to multiple lenders in one go to save even more valuable time our contacts menu is designed to help you keep all your contacts organized you have the option to manually add new contacts or import entire lists from Google or Microsoft by defining each contact as a borrower lender or referrer you can easily access them for future loan requests the lending companies list in your personal directory includes all the brick and mortar lending sources you have entered here you can keep your lending sources organized and easily accessible along with the types of loans they provide you can Define their lending parameters and provide program and rate descriptions when you add a new company you can start specifying The Lending parameters and update them as market conditions change fund view not only helps you organize your own personal lending contacts but also has established relationships with Niche commercial Banks and institutional balance sheet lenders to provide you with additional lending sources to fill any gaps in lending programs available to you this increases the likelihood of funding the deal instead of having to refer it out or inform the client that you are unable to assist with their request you can quickly find lenders in your directory that are suitable for a particular type of loan by using the filtering option you can sort by loan amount loan to value LTV and LTV caps property types lender coverage locations and other relevant details this was a brief introduction to fund view software exclusively designed for cre mortgage brokers to enhance your operations our software is not meant to replace the role of the broker but rather to elevate the industry by providing broker-centric tools we are committed to Bringing out new updates and exciting features regularly so stay tuned for what's coming next welcome to fund view the deal flow software exclusively designed