Engaged CRM Description
The mortgage source integration facilitates a smooth transition of the information gathered from your tailored fact-find into the APIs of 27Tec. By merging this data with the extensive pre-existing filters that 27Tec provides through its standalone service, users can take advantage of a wide array of lenders, packagers, clubs, and products, all while benefiting from the comprehensive product specifications and advanced research logic that 27Tec integrates into your CRM. After receiving your results, you can easily utilize the documentation options offered by 27Tec; with just one click, you can download Evidence of Research (EOR) documents and a European Standardised Information Sheet (ESIS)—both of which can be customized with your specific fees and broker details. Furthermore, these documents will be conveniently stored within your CRM, ensuring that you can access them throughout the application process whenever needed. This streamlined process enhances efficiency and ensures that you have all necessary documentation readily available.
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Mortgage Automator
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--- Accrual Accounting option available;
---- Stand-alone and Borrower side servicing options available.
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Integrations
Company Details
Company:
Engaged
Year Founded:
2012
Headquarters:
United States
Website:
engagedresource.co.uk
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Webinars
Customer Support
Business Hours
Online Support
Engaged CRM Features and Options
Loan Servicing Software
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 Software
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
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Engaged CRM User Reviews
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