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Real Estate Advantage
Mortgage Advantage
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With extensive expertise in mortgage banking, mortgage brokerage, and commercial real estate lending, Ascendix Technologies has built tools specific to these industries. These tools help manage your loan officers and their assistants, business development officers, and marketing functions all the while making them more productive, efficient, and profitable.

Ascendix Technologies provides the tools and resources needed to effectively manage all aspects of you business to improve and promote team performance. Mortgage Advantage is a single repository for prospective borrowers, past borrowers, and business and referral partner information as well as loan in process and closed loan information captured across your entire organization. This store of information enables you to access contact information, track loans from lead through close, manage team calendars and activities, forecast revenue, and report on sales and marketing effectiveness.

Mortgage Advantage helps drive loans to close by automating activities such as follow-up calls, marketing letters and emails, and follow-up after the sale. Mortgage Lending Professionals can send personalized communications to individual borrowers, brokers, listing and selling agents, and prospects or groups of contacts using customized HTML templates or letters. Competitors also can be tracked and the Sales Library can be used for loan applications, rate sheets, and marketing materials.

Advanced Outlook and Lotus Notes Integration enables users to share contacts, send e-mails, and manage calendars using Microsoft Outlook or Lotus Notes from within Mortgage Advantage, and record the activity to the Mortgage Advantage account history. Mortgage Advantage and its email integration provide assistance in complying with the new record keeping and disclosure requirements of the Sarbanes-Oxley Act (SOX).

Mortgage Advantage provides a complete 360-degree view, by consolidating information from loan officers, loan processors, underwriting, closing, and marketing and utilizing integration with loan origination, processing, and back-end systems. Mortgage Advantage can be accessed conveniently through multiple methods. Users can work online over a network or the Web, synchronize rapidly and work offline or use wireless phones or PDAs for quick access to customer information in the field.

Mortgage Advantage provides the insight for informed business decisions and the management tools to implement them. Accurately analyze the revenue potential and probability of closes in your pipeline. Have the ability to segment key data using dynamic groups and queries to access real-time, pertinent data for your business. Use integrated Crystal Reports to gauge individual or team effectiveness and guide territory realignment or redistribution of your marketing budget. Receive automatic alerts on pending loans based on business conditions you define.

Tailor the design and functionality of Mortgage Advantage to mirror your unique marketing and loan processing processes. Easily manage team and territory assignments, user profiles, workflow, security controls and administration roles. As your organization grows and your business requirements change, Mortgage Advantage provides the flexibility and scalability you'll appreciate for years to come

 
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CRM Solutions for the Customer-Centric Enterprise | Ascendix Technologies 1-888-FIND-CRM
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