Track all your account receivables and payables in one system
Managing money is never easy and using 3rd party systems complicate the process even more. TheLoanPost has built functionality to track the money owed per client file and the money due for commissions. We take the headache out of managing your company's revenue!
Within each client file there is section to input multiple fees owed by the client for the different services you may offer. You control what fees are listed in the system and set them up for future dates owed and/or in phases. Built reminders can be set to notify the client, Agent, Branch or any back office employee of amounts due. Reminders are sent via Email and Text message if Cell number is entered.
Within each client file you can track what commission is owed and to who. Only managers and Branch managers can set commissions. Typically companies need to track commission to the Agent/Affiliate. After entering an amount, the commission shows in the agent/affiliate portal and branch portal.
Easy reporting and tracking is built in to allow quick access to amounts owed by all client files in the system. You can export the reports into Excel for your own records. In the pipeline, you can also see which files have past due amounts pending or which files have money owed within 1, 2, and 3 weeks
- 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!