Sales process automation software for mortgage

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as you know completing a mortgage is a challenging process there are many steps involved and many things that can fall through the cracks so a blue mortgage sets up to do is help minimize the amount of things that fall through the cracks so you can see your here is our deal flow we can see everything at a glance how many mortgages are in each stage and how much money is in each stage now what we've done in blue mortgage is when you move from stage to stage say collecting documentation to underwriting in progress we give you a number of tasks so we can do two things number one give you the internal user a task or number to send an email to the client or partners involve lawyers Realtors etc as I tell many people this is the biggest debt of most clients life and they want to know where the mortgage is at in the process so blue mortgage helps you do that automatically so you never forget what I'm going to show you in this video is moving from collecting documentation to underwriting in progress and then underwriting in progress to close just to give you an example of some of the automations we give you now we're not looking to bog you down the task we know at the end of the day your job is to sell mortgages and not to data entry but it'll just give you a good insight into the high level tasks that we give you to keep you on track so number one collecting documentation so you can see immediately that there's a little green check box here this is because this application either came in from fin mo flow fi one of our partner apps or you just manually moved it to collecting documentation and the applicate we give you a task just notifying you that the application has been completed and please begin document collection so that's just a notification if you're away and if you're working with one of our partner apps it'll automatically bring this stage in and it'll notify you that the application has been completed and now you can begin working on the file so now let's pretend we move it to underwriting in progress so you'll see once i refresh my page here that automatically we give you a few tasks so number one make sure all documentation is in order and ready and file objects number two submit application to lender and begin underwriting programs all of this will also go into your daily activities so if you work out of your activity view which we show you in other video all of these tasks will automatically go in here and start filling up your activity view to make sure you get everything done but if you're in this one mortgage record for example we can now look at our activities by clicking and scrolling down and we can mark it as done so yeah I've made sure everything's in follow it's great I finished this one yesterday great you can see Zelos tracking how much you complete and you can make kind of a game out of it and submit application to lender I've done great so now what you're gonna do is mark it as submitted application to lender what now happens is an automated email goes out to the client letting them know that the application has been submitted to the lender just to keep them at bay to notify them that you're moving on their pro on their mortgage now you also have the option within blue mortgage to auto email the lawyer the lawyer on the file and the realtor on the file if you want to keep all parties involved now let's say a couple days go by and we mark it as ready to close so we free refresh it you'll see once again that we have a few tasks populate so all of these tasks are based on the closing date so you can see we have to do a compliance check we have to make sure all lawyer and clients are satisfied we also have to attach all pertinent documents to the file and then we have to get the commitment signed by the client so there's a number of things that we just generally automate for you to keep the mortgage flowing and to keep you on track because when you have five-plus mortgages on the go at once it becomes challenging and then lastly mortgage closed you put the exact day of let's say it's the end of the month save and again we actually automate some tasks there too so these tasks that we've just automated here will come before and after the mortgage is actually complete so this is a brief idea of some of the automations we give you inside a blue mortgage now keep in mind these can all be pivoted to be text messages to you or your client or emails to you or your client we give you the base case to give you what is needed for your business thank you