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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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