Loan now CRM - The leaders in Loan Origination Software

You are here: Home arrow Resources arrow FAQs
  • Decrease font size
  • Default font size
  • Increase font size
FAQs Print E-mail
FAQs -- Frequently Asked Questions

General Inquiries

Purchasing

  • How is Loan Now purchased?
    In order to purchase Loan Now please contact us at
    (866) 958-9996.

  • Does Loan Now offer group/organization discounts?
    Depending upon the size of your company and how many users you will have you could qualify for a group discount. One license is needed for each concurrent user within a company. 

  • How long does the implementation process take?
    After you have submitted your request for Loan Now and given payment you can be up and running in no time. Usually within a couple hours depending upon your specifications for the program.

  • What is the cost for Loan Now maintenance and upgrades?
    Once you are using the system within your business each license purchased is eligible for free maintenance and enhancements. This will happen automatically upon logging into the system.

Support

  • What type of technical support is available for Loan Now?
    CFI believes without outstanding Support, the effectiveness would suffer.  Each customer is assigned an Account Manager as well as a Customer Experience Associate dedicated to making the system work for them.  We have a reliable call center and help desk for any questions that may arise. We also have a live chat session that will be enabled in the near future.

  • What user training is available?
    We provide initial user training for one user for each Loan Now seat license.  We also offer train-the-trainer and Administrator training included. One of the biggest benefits of Loan NOW is it is intuitively easy for Loan Officers to pick up and use.  Administrators who manage marketing campaigns and other features will require some additional training.

Application

  • How customized is Loan Now for each purchaser?
    Every user of Loan Now gets their own log-in and password. Each user is given certain levels of access within the system based on predetermined rights.  We also enable customized lenders and product lists down to the user level.  Every business has contact and investor lists that can be added under the admin reports area. Those are the areas that have flexibility in customization.

  • What features enable security and information access?
    Your log-in password is the first step of security taken before ever even having access to Loan Now. Secondly any loan that is entered is dispositioned as a second step for tracking and security. There are many warnings that appear throughout the program to guide you if misleading or impossible information for a loan has been entered. With these three security steps it is difficult for error to exist and for data to be misused.

  • What reports can I access from Loan Now and how do I go about doing so?
    From the admin option in Loan Now which is one with limited access of users many reports can be drawn up and used to track any marketing campaign that may be running, or the progress of different users in the system. Any users activity within the system can be brought up and charted upon managements request. All of the report options are extremely beneficial in deciding a future route with advertising ventures.

System Configurations

  • What type of software or hardware is required to get started with Loan Now?
    All that is needed to get started with Loan Now is a computer, either desk top or laptop and high speed internet access. Also if a user would like to make use of the telephony system will need a VoIP phone or headset. Loan Now offers discounted pre-installed computers from Dell, and  supporting Snom VoIP Phones.

  • What type of internet connection works best?
    Any type of high speed internet will work well with Loan Now. If a user would like to use wireless internet from a laptop they can easily do business from anywhere wireless access is available.

 

 

Live Support

Quick Links

Loan origination software request live demo Loan origination software contact us Loan origination software webinar events

Loan NOW Quick Tour



Syndicate

LoanNOW CRM

Professional Services

Business Services

Net Branch Loan Office Set-up
Automated Loan Processing
Loan Conversion Resources

Support Services

Software Training Programs
Loan Officer Education
Consulting Services
Mortgage Software