Mortage app
A next generation app for the next generation customers who want to provide a concierge sales services to their clients.
STAFF Systems' mortgage solution enables users to find and manage properties in Google Maps, track loans, built-in mortgage calculator, contact other users and keep track of their progress. The frontend features are backed by a robust backend module which covers user configuration and registration, settlement, customer service screens, manage new properties, loan status, and customized reports, all of which can be configured to suit your requirement. A loan officer with a tab can truly offer that concierge-based service that most borrowers are looking for. User can walk into your home, office or a Starbucks and take an application.
Primary features
Property Management - Interactive map to find properties and manage properties
Loan - Track the status and view schedule of bans.
Calculator - EMI. Refinance and Affordability.
Reports - Customized report that can be shared with other users.
Notifications - Daily schedule and alerts with in-built calendar
Profile - Profile feature with add/accept options
The robust backend module delivers the major part of this application. It integrates with banks to provide live updates of the loan status. The property will constantly update to increase option for the agents.
Below listed are the Pre-Sales and Post-sales features list available in the app before and after an agent sells a mortgage to the customer:
Pre-sales
Search new properties
Cross sale contents
Loan status
Prospect list
Post-sales
Manage Properties
Payment schedule
Document storage
Report