Payment App

A payment app is a great tool to use some different forms of communication, but also allows partners to promote you to prospects that may be interested in a purchase or refinance. The payment app used by The Mortgage Planner is Simple Nexus. Some of the key features used are as follows:

1. Keep interest rates accurate and within the market averages. The average interest rates for the US can be found at Mortgage Daily News which is another great website to brand which is free along with alot of market data to share with partners weekly.

2. The Partner screen is key to a couple areas.

   1. Co-Branded Links with referral partners to share.

   2. Push notification updates on market conditions.

   3. Sending custom app to clients they refer to you.

3. All partners get the link right after meeting as well as clients as lead follow up and again reminder with link after preapproval or send a text to download

4. Push Notifications! Use it with market news or rate increases/ decreases weekly trend and advisories.

5. Add Links to your contact page such as website, apply now, twitter, facebook and more.

Encompass

Keeping the processing software clean for you and your team is a must! Create a views:

1. Pipeline view for disclosed deals include email, listing, buyers agent and cells for all

2. Advanced search- provides filters to apply preferences.

   1. Only your loans

   2. Remove funded, or canceled due to credit.

   3. Remove 120 day older preapps with ECOA policy and filter.

Remine

Do the search and bring value to refinances or assisting Realtors to market better. Use predictive software to provide better than the ‘spray and pray’ approach of farming. Get useful information for clients looking to purchase or details for the refinance to help with MBS Highway reports. Remine site has limted use.

1. Use the address look up for more information on the property.

2. Use the ‘sell score’ to locate prospective sellers.

3. Use the ‘mortgage rate’ to locate more prospects to refinance in active area you service.

Trello

Trello is a process or system for your business. We use two main boards to effectively deliver the process ‘after meeting a partner’ to the LIVE Loan Board where we go step by step with processing milestones that include your wow’s, cross-selling and survey follow up.