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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.