PRODUCTS

Point Data Server provides exceptional control over access rights assigned to individuals and groups. For example, template access rights can be granted down to specific templates, ensuring that only those who need templates or are authorized to edit them can do so.

"Point Data Server allows me to always be connected to my business no matter where I am, as long as I have an Internet connection. It's nice to log right into the system when I travel—it's just as fast as when I'm in the office. I can't imagine running my office without PDS."

Paul Martinez
Mortgage Planner, Mortgage Only

Point Data Server maximizes control and efficientcy.

Whether you have a single office, multiple branch offices, or remote employees, Point Data Server ensures your managers, loan officers, and processors can have instant access to files and templates stored on the central server, right from their Point desktops. Point Data Server also increases the speed and efficiency of file sharing, template distribution, and pipeline reporting. Collaboration has never been easier.

Remote Access

If you have one or more offices or have employees who work remotely, Point Data Server will enable all employees to access centralized files and templates with exceptional speed—no matter where they work.

 

Centralized Loan Data

Store and manage Point loan files on a secure central server that can be accessed from any location using Point, a login, and an Internet connection. With Point Data Server, data files can be copied or deleted only from within Point, ensuring that loan data always remains secure.

Simpler Implementation

Point Data Server 6.1 includes an SSL certificate and domain name for the life of your subscription, ensuring that your centralized loan data can be accessed securely.

 

Automatic File Synchronization  

If a loan officer is working offline and generates a Point loan file, the file is transferred automatically to the central database the next time the loan officer connects to the Internet. The local copy is removed, ensuring that only one version of the loan file exists—the one on the central server. This new administrative feature, called Forced File Upload, keeps loan data throughout your organization in sync.

 

Centralized Loan Templates

Point Data Server provides centralized template management and distribution, ensuring that your loan officers always have the latest templates, including Loan Program, Closing Cost Scenario, Master File, Data Import, Data Export, and Escrow and Title tables.

 

Centralized Cardex Databases

With Point Data Server, Cardex databases can be centralized and shared. Access rights to each database can be assigned to individual users or groups of users.

 

Centralized Reporting

Because Point Data Server stores loan files centrally, you can generate management reports that contain data from your entire pipeline—instantly. Headquarters and branch offices can monitor business by using Point to run reports based on loan files stored on the Point Data Server.

Banker Screen Data

Point Data Server 6.1 stores all loan data captured by the Banker screens in Point 6.1.

 

Unparalleled Security

With Point Data Server, specific access rights can be assigned to individuals and groups, providing exceptional, granular control over loan files, templates, Cardex databases, and reports.

Local Data Folder Control

Point Data Server 6.1 enables administrators to increase the level of control and security over sensitive loan data by deciding whether users have access to Point data folders on their local machines.

 

Transparent to Point Users

Using Point, loan officers and processors can work with files stored on the Point Data Server exactly like they work with their loan files today. There's nothing new to learn.

 

Lightning-Fast Performance

With its outstanding performance, Point Data Server enables you to search loan files, review task lists, and run reports with amazing speed and efficiency, no matter where you're working—at headquarters, in a branch office, or remotely.