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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Combine your desired administrative controls with the necessary security measures. PointCentral provides a unified and centralized database, allowing your team to collaborate on different aspects of a single file while ensuring data integrity is preserved. With pre-designed as well as customizable compliance guidelines, you can effectively adhere to federal standards. Employees can access centralized files and templates from any location, ensuring seamless collaboration. The system safeguards file integrity, even when multiple users are simultaneously interacting with the same documents. We present two excellent hosting options for PointCentral. Tailor flexible, detailed rules that align with your organizational practices and workflows. Access rights can be configured for various locations, users, and roles, reducing the likelihood of mistakes with personalized trigger alerts and compliance regulations. Enhance loan quality and prevent unauthorized modifications across different sites. Automatic synchronization of files guarantees that they are locked on the server during download and removed from users' local machines upon upload, fostering an environment of secure and efficient data management. This comprehensive approach not only streamlines operations but also fortifies your data against potential vulnerabilities.

Description

Note Dashboard is a cloud-based solution designed for managing mortgage notes and loans, catering to lenders and financial institutions of various scales. It offers a user-friendly mortgage loan servicing interface that is both straightforward and consistent. With a robust array of features available at a competitive fixed monthly rate, our software adapts to your business's evolving needs. The loan servicing capabilities are designed to automate and enhance the efficiency of your operations, allowing for quicker completion of daily tasks such as contacting borrowers directly and creating personalized correspondence. Note Dashboard empowers you with extensive tools to manage both performing and non-performing loans with ease. Should you have any inquiries, our dedicated service specialists are readily available to assist you. You can service an unlimited number of pools and companies for one low monthly fee, with no additional costs per user. Furthermore, the platform allows for easy acceptance of partner investments and the generation of professional reports on demand, ensuring your business remains agile and responsive. This comprehensive approach makes Note Dashboard an invaluable asset for any financial institution looking to improve its loan management processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Calyx Point
FirstClose

Integrations

Calyx Point
FirstClose

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$34 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Calyx

Founded

1991

Country

United States

Website

www.calyxsoftware.com/products/point/point-central

Vendor Details

Company Name

Note Dashboard

Founded

2013

Country

United States

Website

notedashboard.com

Product Features

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Product Features

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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