Auto-generate Client and Bank Ready Documents and Packages with E-Signature Technology
Getting docments and packages filled out and signed is a difficult task for many businesses.
With our software you will have a full library of commonly used documents and lender packages ready to go that pre-fill your customer information. Most come in E-signature ready format. You can also submit your own custom packages to us, and we will add it to your account. Lastly, you can create your own dynamic packages with the doc wizard tool. Basically, you can copy and paste the template and insert the tags in the template to pre-fill client or bank information. It's that easy and fast! HOW FAST? Watch this video to see for yourself.
Sample Documents and Packages:
Available lender packages that auto-populate client and bank related fields:
Send multiple docs out via E-mail or Fax.
You can easily and quickly send out docs to the client with a built in email system and fax system. The system will track when the email was sent per client and can also show you when a package was viewed. You can also sort and bind your signed docs and uploaded docs into one complete PDF package with ability to watermark the specific pages with borrower info, SSN, loan #, Address, etc…
E-sign Technology WATCH THE E-SIGN VIDEO
The document library comes with several packages and forms pre-built to auto-populate borrower information and are E-signature ready. Additionally, you can send us your retainer agreements or custom packages and we will add it to your library for all users to access. With one click, a full agreement/package can be sent to borrowers, where all they have to do is review and E-sign through the browser by typing their name or drawing their signature.
Custom Documents and Packages
You may have your own custom documents, templates and packages that your company frequently uses. We can integrate them into your account, so you can auto-generate documents and packages in One Click! We charge on the average $250-$350 per package of 10-20 pages.
Centralized Document and File Management
All users can easily upload and centrally access documents and files on a per case basis. Customer, Agent, and Branch Settings can be altered to control these permissions.
- The LoanPost is a multi-user software that gives your entire company a 360-degree view of each of your customers, agents and branches.
- The software is very intuitive and user-friendly.
Jeff Butler - Reed and Butler
- The program is definitely running faster and is not timing me out and it is very helpful to be able to open two screens so that if I am working on one and get a call I can update to give notes to the client as well.
Velvet S - West Coast Property Solutions
- The Mod Post is great! Handles all of my loss mit needs without a hitch. You've got my highest recommendation!
Tyler - Advanced Compliance
- I first want to say that I am extremely happy with your system. The ease of use, the great customer service is great. I would highly recommend your software to anyone.
Giovanni Santiago- Las Vegas - World Equity Home Savers
- This is the best software period, when I started my loan mod biz, a full file takes about 3 hours, with the mod post, we are talking blazing speed. keep it up!