Adding A Loan
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Add a Loan by Importing a FNMA 3.2 File
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Add a File by Selecting a FNMA 3.2 File to Upload
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Or Enter Important Data Manually
Pipeline View
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Track Each File With Ease
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Update Important Dates and Fields With the Click of a Button
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Rearrange Columns by Clicking Any Heading
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Files Organized by Status and Color
Column Customizer
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Select Which Fields to Display in Your Pipeline
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Organize the Sequence of Fields by Dragging and Dropping
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Show a Minimum of Five Fields to Dozens
Details Page
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Quickly Update Any Field
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Add and View Key Contacts
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Record Important Notes
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View All Data At A Glance
Reports
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View Funded Files by Loan Officer, Previous Month or Many Other Filters
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Track Denied or Incomplete Files with Ease
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Choose Fields Displayed and Customize Order of Fields
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Search Funded Loans by Rate or Program. Never Miss a Refi Opportunity
Logs
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View Recent Changes to Each File by Date, Time, and User
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Update Log by Status
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Search Log by Date Range
Notifications Tab
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Send Key Milestones to Borrowers
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Milestones are Automatically Sent When a Date is Added in Pipeline
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Customizable From One Milestone to Over a Dozen
