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Cloud Based Software that is both a Marketing as well as a Compliance Tool.

 

Manages submissions, approval review, archiving and reporting of all Advertising & Marketing Material including:

 

Ads in Newspapers & Magazines as well as on-line periodicals; Blogs; Brochures; Business Cards; Direct Mail Cards or Letters; Mailing Lists; Open House Flyers; Pamphlets; Rate Sheets; Tele-marketing scripts; Training material; Tweets; Radio & TV Ads & Programs; Social Media Posts; You-tube Videos and all else...

 

Sr. Management: Branch & Regional Mngr: Marketing & Compliance: Loan Officer: Regulatory Officer

 

Senior Management:

 

Check Box Cost effective, cloud based with NO long term commitment.

 Expand capacity of your Marketing & Compliance staff with minimal investment. 

Check Box Save money by reducing overhead costs of marketing approval, compliance and archiving

Check Box Management reports provide real-time review of process.

Check Box Support your Loan Officers by providing them with on-line Library of approved material.

 Respond to regulatory audits with confidence and in minutes.

Check Box Provides functionality that only companies with huge IT Departments can afford!

 

TO LEARN MORE CLICK TO SCHEDULE LIVE DEMO.

 

Branch & Regional Manager: 

 

Helps with recruitment and retention of Loan Officers.

Compete with large, multi-state lenders.

Provides Branch approved library of approved Ads & Marketing Material.

Provides pre-approval of Ads & Marketing Material prior to compliance review.

Keep track of Ads & Marketing Material review process. 

Assists in support of Loan Officers and Marketing Staff. 

Create Regulatory & Management Reports in minutes.

 

 TO LEARN MORE CLICK TO SCHEDULE LIVE DEMO.

 

Marketing & Compliance Staff:

 

Check Box Makes it easier to do your job well with customized checklists and requirements.

Check Box Simple, intuitive to use and overlays on your current process.

Check Box Eliminates redundant phone calls, emails and text messages to and from Requestors.

Check Box Creates reports for State & Federal Regulators as well as Senior Management in minutes. 

Check Box Unlimited archiving for years, provides full compliance with Reg N & State Regulations.

Check Box Manages Co-Marketing Partnerships; allocates expenses (Builders, Realtors, Title Agents, etc.).

Check Box Manages Marketing Vendors & Third Party Marketing Companies (Printers, Direct Mail, Zillow, etc.)

 

TO LEARN MORE CLICK TO SCHEDULE LIVE DEMO.

 

Loan Officer:

 

Check BoxSimple, easy and fast to use.

Check BoxRespond only to emails, no learning software.

Check BoxEliminates frustrating phone calls, emails and text messages.

Check Box Access Library of approved Ads & Marketing Material for your use.

 

TO LEARN MORE, SCHEDULE LIVE DEMO

 

Regulatory Officer: 

 

Check Box Respond to Regulatory requests and create reports in minutes.

Check Box Reports include: State, Branch, and Loan Officer, as well as time frame requested.

Check Box Copies of all approved Ads & Marketing Material and dates used included in reports.

 

 TO LEARN MORE CLICK TO SCHEDULE LIVE DEMO