Point Overview
Point® combines the latest technology and compliance measures with the functionality that mortgage professionals require for loan marketing, prequalification, origination and processing. Point includes all the features, forms and reports that you need to manage your business without requiring any add-on modules.
Developed by mortgage professionals, Point works the way you do. Best of all, it's extremely easy-to-use so you can concentrate on your work, not your software.
Point Provides Dynamic Benefits and Features
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Feature: Monthly SaaS (software as a service) pricing model. Benefit: Keep operational overhead costs in check. Predictable expense for budgeting and accounting. |
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Feature: Templates: master files, loan programs, closing costs, data import/export, underwriting conditions and document packages.
Benefit: Save time and ensure consistency by using pre-configured information. |
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Feature: Prospect database and pipeline with nearly full access to most origination features, interfaces and fee calculations.
Benefit: Capture, create and save pre-application data for prequalifying prospective borrowers.
More efficient pipeline management. Easily convert prospect files to borrower files to quickly prepare them for processing. |
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Feature: Marketing and sales tools such as, rent vs. own, open house flyers, loan comparisons and pre-approval letters.
Benefit: Build a solid relationship with borrowers by providing them with informative communications and advice. |
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Feature: Loan checklists and features to track loan progress, status, documents and conditions.
Benefit: Work quicker and more efficiently with improved file management tools. |
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Feature: Configurable loan pipeline view. Benefit: Improve file processing productivity by customizing the pipeline column view with the most important information. |
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Feature: Document management, storage, document request, document exchange and electronic signature.
Benefit: More efficient document organization and management. Easy access to all loan-related documents from within the loan file.
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What are the differences between Point and PointCentral? Check out the features matrix.