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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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