Loan now CRM - The leaders in Loan Origination Software

Net Branch Loan Office Set-up
     • Customized Messenger System
     • Turnkey Solutions

Net Branch Loan Office Set-up

Brick and mortar office space has become an expensive commodity in today's marketplace, and can put limits on growth. Subsequently, the Net Branch concept is rapidly growing.  Loan NOW  enables full access to real-time loan information from anywhere, with an Internet connected PC.  By using Loan NOW a business can grow its reach and can work on any loans and files inside and outside of their traditional territory.  The Net Branch is born!

The Loan NOW  Net Branch features work especially well for managing teams of spread out Agents. Managers can connect quickly and can view loan statuses and pipeline reports in real-time and can access the Loan NOW  Messenger to monitor all those logged into the system and they can even see if they are available.  This insures that even though they are logged in and present in the system they are also accomplishing tasks.  Loan NOW  as it is set up is ready to deploy to any Net Branch Agent (see Turnkey Solutions), but as your business grows, Loan NOW  Services provide some customization of features to make the most of your connected Net Branch community.

Customized Messenger System

The Loan NOW  messenger is the multi-media communication portal for the entire organization and its interconnected community of service providers.  Customization of the messenger system will organize this group to the most basic level, making it easy to find the right resources and departments within the business.  Groups of any size, large or small, can be easily set up for effective communications and workflow processes.  All those responsible for moving loans through the process will know their role and will know where to turn if the CRM system alerts of a late notification or a delay of any loan in the pipeline.

The Reports area can be set up to produce daily progress reports. These reports can be broken down by employee and completed tasks. Each employee's daily progress can be monitored through Loan NOW .  This insures management that although the employee is working away from the office they are still completing their tasks and responsibilities.

Turnkey Solutions

After Loan NOW  is set up and customized for your organization, the solution is ready for your unlimited and unrestrained growth.  Each time an Agent, Processor or Vendor Partner is added, the system is updated and everyone in the organization has the latest contact information to ensure no problems occur from day one.  The administrative features and access is set up and the organization is in control of their own process.