Client Pipeline Management


Client Pipeline: Complete view of your customers and leads

The pipeline view helps your staff be more centralized and organized by showing exactly where all the files are in their life cycle. You can customize the pipeline's tab to represent the same exact verbiage used within your organization's file life cycle. Users can edit their view to see the specific data that is essential to them.


Robust Search & Sorting with Exportable Reports

The advanced search and sort functionality gives you instant 360 degree view of all your files. You can sort files by:

  • Branch, division, sales teams, agents, & assigned employees
  • Date specific items like Sale Date, Past Due Billing, Task/Reminders due, file created date, & last modified
  • File type and/or any custom status, property State, Lender/Servicer Name, Which files have not been updated since 3, 5, 10, 15, 30+ days.
  • Employee Accountability- which users have been actively updating files, logging in, making notes, etc...
  • In a specific work flow step/stage.

These sort options can give you a very granular report that can be exported to an Excel file. The Excel export window will open and ask what data fields do want to export and you can choose from 100's of data fields to get the exact data you need!


Assigning Files to Users

For companies that have hundreds or thousands of files and numerous employees, it is critical to assign files to specific employees. The software can monitor employee usage and hold the employees accountability to their respective files. For the employee user, this feature makes it easy to manage what files belong to them. You can run reports specific for assigned files per employee that shows number of edits, notes, and tasks completed.


Detailed File Notes

Making notes and reviewing notes is the most important part to file management. The Loan Post auto-creates several types of notes based on certain actions like uploading docs, sending docs, and changing statuses. When making manual notes the system records the user name, day and time the note was recorded. It also gives the user the option to send an e-mail update to multiple parties related to the file like the borrower, agent, branch or or assigned employee. The user can also mark the note as a lender note, client note, or general note. For law offices, the note can be marked as billable, which prompts the user to enter the billing rate and amount of time to bill. Under billing report you can generate a detailed billing report of all the billable time entered and the corresponding notes.