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Benefits and Features
360° Loan Information Access and Calyx Point® Integration & Safeguarding
Cumulus9 AMF™ provides 360° access for Agent, underwriter, Loan Processor, Team Manager, Accountant, and Executive to loan related information, such as loan conditions, follow-up, Point® files, etc.Area access is controlled by roles and multiple security levels. Different types of users have different types of views.
One of the common concerns among operations managers is the security and safety of the Calyx Point® files.Currently there is not protection mechanism to prevent files being copied or deleted on the network.Cumulus9 AMF™ stores copies of your Point files on our advanced Document Management System (DMS) and protects the Point files being copy or deleted - intentionally or not.
We make your life easier!
We are committed to quality, and to providing you with reliable, state-of-the-art, cost-effective solutions that allow you to service many types of loans. With our application you can easily perform tasks such as trust accounting, bank reconciliation, commission management, and more. Let us show you how Cumulus9 AMF™ mortgage management system of products will make your business more productive, and more profitable.
- Agent management
- Team Management
- Branch Management
- Processor and Loan Handler Management
- Trust Fund Management
- Commission splitting Management
- Lender Directory
- Graphical Reporting
- Client, Rate, Loan Detail Reporting
- Role-based Security
- Multiple Roles
- Multi-search functionality
Accurate & Easily traceable
- Data entry errors are unavoidable, mistakes can be corrected as long as there is a very easy way to trace the errors
- No paper trace is ever necessary
Effortlessly identify improper account transactions
- View negative balances in real-time
- View non-zero clients in real-time
- All in a single click of a mouse button
Simple & Easy Bank Statement Reconciliation
- Ensure accurate synchronization between record management and real bank account
Operation Advantages
- Avoid DRE Audit Hassles
- Keep peace-of-mind
- No costly paper trace
- No need to hire unnecessary headcounts for maintaining the trust account
System Advantages
- Years of experiences in Simple & Intuitive User Interface design
- Very simple to use
- Minimum learning curve
- Streamlined data entry process
- No computer experience required
- Pure Web-based.No additional licensing is needed
Commission Accounts Management
- In Real-time knowing what your bottom line is:Net $ to the company
- Easily calculate and record agent commission payments
- Record all deposits and payments associate with a loan
- Track Agent performance
- Track Company performance
- Loan Condition Notification System
Loan Process Enhancement Features
- Agents can be notified of loan status and conditions instantaneously via cell-phone, email, and pager
- Instant notification reduces the time lag on information delivery to the agents
- Agents can be anywhere and will not require permanent space in the office.Office overhead can be greatly reduced
- Loan processors can focus on processing loans instead of answering agents’ status inquiries
- Serve agents effectively without sacrificing or slow down the loan processing work
- Agents have more time to handle more loans
- Agents can have a central web-accessible place to view all the conditions and status of his/her client loans.
- A centrally located place for all loan status and history.
- Agents can be much more effective in closing loans and satisfying customers
- Loan processors can attach condition faxes directly to the web-based agent portal
- Minimize the amount of paper waste and increase the efficiency in condition/status notification
- Effective shorten the overall loan processing time.
All of this translates to less headaches for the loan processors, faster income for the agents, and quicker revenue for the loan company.
Prospect Generation (Interface With Calyx Point)
- Agents can effortlessly retrieve effective leads from their existing client base from Existing Point Data without going through the complex process of using Point
- Simple and easy to use Point report/Prospect generation web-based tool
- Generate effective prospects based on many searchable criteria (Loan amount, interest rate, credit score, etc.)
- Secure. Agents can see only his/her customers
Centralized Prospect Contact Database
- Advance web-based contact management with loan/finance specific attributes (Extensive loan application attributes)
- Instant transfer of contact data to Point borrowers
- Point and click. No data re-entry is required.
- Speed up the loan input process.
- Contact logs and histories
- Import/Export. ACT!, Outlook, Goldmine, Point Prospect, and Excel
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