Mortgage Software - Loan now CRM - The leaders in Loan Origination Software

Mortgage Software

Loan NOW™ from Closed First, Inc. (CFI) is a dynamic web-based software environment designed to automate and expedite writing and closing loans. Loan NOW is a powerful Customer Relationship Management (CRM) tool and a portal of communication to all involved in the loan process. The application works to simply keep people and paper moving through the loan process by using automated alerts and notifications to ensure no important matter of business is neglected. It will also track every time an agent or staff accesses a loan, and records client/agent conversations for audit verification through VoIP Telephony. Loan NOW is user-intuitive and simple to learn. It makes completing electronic loan documents simple. Loan NOW users will have the ability to identify, price, underwrite and deliver loans much more quickly and efficiently.

Simply put:
Loan NOW mortgage software delivers more closed loans faster!
loan origination software

Loan NOW™ Key Components
•    Web enabled, virtual access Loan Origination
      Software (LOS)
•    Customer Relationship Manager (CRM)
      with notifications, event tracking and task
      assignment
•    Built in Telephony with Voice Chat
•    Paperless Document Management
•    Vendor Management System with automated
      document delivery

Software Feature List
Loan NOW integrates all of the features listed here and more.

*Loan NOW* Feature/Function	*Loan NOW*
Loan Origination Software (LOS)
- Hosted complete desktop environment
- CRM Automation
- Workflow rules engine
- Task Management and Notifications
- On-line Contact History Recording Retrieval
Web-Enabled
Built-in Automated Investor Product Decisioning
- *Scenario Builder* real-time decision tool
- Automated Underwriting
- Customized Lender / product, rate updates
Credit Score Improvement Program
- *Credit NOW* with Free Preview
- *Credit NOW* reports
Thin Client – Alternate Credit Information
Website Design – Content Generator
- Templates for quick implementation
- Integrated lead form submission to *Loan NOW*
- Hosted/managed
Built-in Paperless Management and Imaging System
Web-enabled Built-in Integrated Telephony Solution
- *Loan NOW* Integrated Telephony
Call Center Functionality
- Predictive/Power Dialers 1:1 to 3:1
- Skill-based call routing
- CRM Call Routing
- Lead Import Tool
- Monitoring/mentoring/coaching
- Call Barging, whisper and help requests
- Automated Call Recording
Fax Service
- Dedicated or shared lines
Instant Messenger System with Voice Chat
- Multi-media communications portal
- Organizational structure system
- Staff Availability at a glance
Built-in e-Mail
Secured File Sharing
- Internal
- External
Auditing and Compliance, QC
- Recorded Conversations can be e-mailed/stored
- Customized Conditional Notifications
Vendor Management
- Complete loan service partner integration
Lead Management
Reports – Online Real-time
Video Conferencing (planned release 3rdth Qtr ’08)
Database Mining
State of the Art SOA (Service Oriented Architecture)
Business Process Automation Components
File Storage Services

For a personalized Live Demo, please fill out our form below:

Request More Information

Live Support

Quick Links

Loan NOW Quick Tour

Syndicate

LoanNOW CRM