Deal management system for mortgage

How to create outlook signature

[Music] hey guys I'm hazy with applied business software we recently found out that a lot of our customers are not using some of our cool features so we've put together this little video in a couple of minutes you're gonna learn the top 10 things our customers may not know about our system here we go number 10 one-click your end tax reporting remember the old days when you had to print on all of your 1098 and 1099 forms put them in envelopes put a stamp on them put them in a box and take them down to the post office those days are gone we can actually do all that work for you with one click you're on tax reporting all of your clients are gonna get all of their your own tax forms and another cool thing about that is with web publishing centrum which is where your borrowers and investors can go online and check their account balances with you they can also reprint their own tax forms so you don't have to number 9 api did you ever want other software applications to integrate with the mortgage office our api allows for a two-way communication between many other software systems your crm system your accounting software email marketing platform pretty much anything total customizable integration number 8 you've probably had a lot of customers asking about making payments to you online especially these days if you've been saying no now you can say yes your bars can go online make a payment and you'll even get notified when that happens they can also make a payment over the phone either way if they want to pay you you want to say yes hi I'm Elizabeth we're at number 7 how do people apply to get loans from you these days did you know they can apply directly through your company's website with our customisable online loan application you can eliminate data entry have the bar upload required documentation and streamline your entire origination process that's super cool and speaking of origination please tell me you are using our digital signatures they are the new norm and East signatures are built into our loan origination module it's easy to get started and you'll probably save few million trees in the process number five how do you pull credit from your bars some other website and then you have to type the info into our system why not do it directly through our software with a couple clicks the idea here is that everything you need to originate and service loans is in one system the mortgage office hi my name is Romero and this brings us to number four do any of your borrowers make the payments directly with their bank or perhaps to a third party you can download all of that activity and import it using our lockbox feature which is a part of the ACH Express module with just a few clicks you can go to apply tens hundreds thousands of payments all at once this will save you tons of time number three did you ever want to access your software from home your lake house or while you are on the road if you sign up for cloud hosting you'll be able to access your software and your entire desktop remotely in addition to this we include 50 gigabytes of storage as well as Microsoft Office this has been a great solution for many of our clients especially to work from home number two document scanning and file organization we were one of the first companies to add documents canning into our software and then some time ago we added the ability to drag and drop items directly into your loan files so you no longer have to go clicking around trying to figure out where the files are at just go to select your items and drag and drop hey guys my name is Nathan and I can tell you about it number one text alerts you know how you go to the pharmacy and they send you a text and say hey your prescriptions ready our system can do the exact same cool feature but with your borrowers you can let them know when a payments due when it's late and even better when you've received it one of our most popular features though is the same text to your investors letting them know that you've deposited into their bank accounts pretty awesome right if you are using any of these features give us a call we can help you get them set up it's super simple or the experts so that's it thank you so much for listening today we're the mortgage office your number one lending platform have a great day