SCOPE OF SERVICE
DOCUMENT MANAGEMENT
Data Gathering and Document Management is the essential first step in the mortgage deal life cycle. We efficiently manage this part of your business to save you time to allow you to increase revenue. Imagine never looking at paper again. Syncro Mortgage Document Management Service provides you with this low-cost option.
TOUCHPOINT COMMUNICATION
Regular and timely email communications throughout the pre-deal, pre-approval, live deal and post-deal activities are key to efficient and stellar customer service. The Syncro Mortgage Touchpoint communication system effectively keeps all parties informed at the right time with the right message through your deal process.
DEAL UNDERWRITING
You’re a busy mortgage Broker with minimal time to constantly communicate with your team members, underwriters and assistants about deals on the go. Collaborating with team members can be a daunting task. Syncro Mortgage saves you time by providing you with an easy-to-use system for teams or individual brokers.
AUDIT & COMPLIANCE
A full Audit & Compliance file is provided to you using the Syncro Mortgage platform. We take care of this task so you can free up more time to connect with more potential customers.
STATUS MANAGEMENT
Efficiently tracking all stages of your mortgage deal can be a daunting task, especially for Mortgage Brokers operating with team environments. The Syncro Mortgage dashboard includes customizable progress steps that can be used for any work environment, individual brokers or teams.
REPORTING & ALERTS
Receiving detailed reporting is crucial to enable you to analyze all aspects of your mortgage business to improve and increase revenue streams. We provide detailed reporting including true marketing ROI information, closing ratios and much more. Communicate with your team members and brokerage on all aspects of your mortgage business.
RATE SHEET MANAGEMENT
Interest Rate information is easily updated and shared through the Syncro Mortgage Platform. Communicate rate specials, compensation details and lender features & benefits to your team members effectively.