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MSL Group, Inc. [Eastwood Realty Systems] |
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| Specialist database service provider located at Connecticut USA, helping Mortgage Loan Officers to grow their business |
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| Application |
Real Estate Asset and Debt Management System (READMS) |
| Objective: |
The primary mission of READMS is to maintain prospect data for mortgage loan officers in support of their efforts to build, retain and enhance client relationships.
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| Description: |
Provides a secure, backed up, web-based environment
Provides automated and user-controlled subscription and payment system
Provides Loan Officers with secure and powerful capabilities to:
- Maintain Contacts data – add, edit, delete, search and view
- Communicate with individual contacts, pre-defined and user-selected group contacts via -
- Telephone
- Fax or Email – directly from application
- Email with PDF attachment
- Upgrade Contact to Prospect to Opportunity to Client and keep adding or updating data at all stages
- Manage their calendar of tasks and events associated with (or independent of) Contact/Prospect/Opportunity/Client; keep track of all tasks and events by calendar and to-do list for current day/week/month, for any future or past dateMaintain data of properties associated with Contacts, Prospects, Opportunities and Client
- Keep track of all loans associated with properties owned by Contacts, Prospects, Opportunities and Client
- Keep himself/herself armed with up-to-date information on all mortgage lenders and loan programs
- Provide loan program quotes for specific sales opportunities, associate one or more proposed loan programs with opportunities and associate one or more quotes for each proposed loan program
- Create and execute marketing programs for contact groups based on contact channel
- Generate scheduled automatic e-mails from selected marketing campaign and scheduled notification of telephone follow-ups
- Keep track of total referrals from each contact monthly, annually, and total.
- Keep track of history of transactions with contact, prospect, etc.
- Request report and display results for total contacts in system, count of contacts by channel category, sales by unit, volume, gross fees and commissions monthly, quarterly and annual
Creates e-mail auto-responder program for leads and opportunities, with six different auto-responder options each having 5 e-mails out.
Gives individual contacts, prospects, opportunities and clients with secure access to:
- View specific fields in their own record and only with permission of Loan Officer
- View individual property and loan data
- View existing data and proposed options for new financing side by side (7 calculation screens for various financing options)
Calculates and displays client real estate asset/debt position in real time.
Built-in mortgage calculator
Web sales opportunity capture module:
- Data entered into database as contact and tagged as a lead
- Loan officer notified of lead
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| Technology: Linux, MySql, PHP |
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