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Mortgage Workflow Automation 

Techniecode

Techniecode provides robust mortgage workflow automation designed to streamline and enhance every stage of your lending process. Our expert solutions simplify complex tasks, ensuring clear communication and real-time tracking for superior operational efficiency.

Closing Portal

Our intuitive dashboard offers comprehensive visibility, enabling seamless tracking of the closing process from request to funding: 

  • Real-time tracking and communication 
  • Manage and set dynamic closing limits
  • Configurable workflows to keep borrowers, loan officers, processors, underwriters, and managers informed

Realtor Portal

Enhance collaboration between realtors and loan officers with our dedicated Realtor Portal, designed for clear communication and effective management:

  • Dashboard with quick access to Loan Progress, Mortgage News, Marketing tools, and more
  • Integrated marketing tools for easy creation of branded property flyers
  • Streamlined lead and referral management
  • Real-time updates on loan status

Commission Portal

  • Easily calculate commissions, bonuses, and overrides—no spreadsheets needed
  • Upload variable rates and automate chargebacks across periods
  • Generate bi-weekly or monthly statements with a few clicks
  • View, print, or email reports directly from the portal
  • Save time, reduce errors, and streamline your accounting workflow

Custom CRM

Our custom CRM shows lead communications, average lead handle time, time to contact a lead, lead conversion ratio between different channels, Pipeline reports and statuses,lead channels and volume, lead status count by source, top lead sources, lead conversion count by branch or group, to do task list for each individual users and company announcements.

Our Custom CRM enables:

  • Lead Communications
  • Average Lead Handle Time
  • Time to Contact a Lead
  • Lead Conversion Ratio Between Different Channels
  • Pipeline Reports and Statuses
  • Lead Channels and Volume
  • Lead Status Count by Source
  • Top Lead Sources
  • Lead Conversion Count by Branch or Group
  • To-Do Task List for Each Individual User
  • Company Announcements

Email Campaign Management

Boost your marketing impact with streamlined email campaign management: 

  • Quick and intuitive campaign setup
  • Flexible template management (Header, Body, Footer, Disclaimer)
  • Easy management of email recipient groups based on specific criteria 
  • Comprehensive tracking of email campaign performance metrics

Drip Campaign Management

Automate your borrower communication effectively with our integrated Drip Campaign Management portal: 

  • Easily create and manage multi-step email campaigns 
  • Flexible email templates with customizable headers, bodies, and footers 
  • Advanced trigger setups based on any Encompass field
  • Detailed tracking and reporting capabilities 

Dynamic Pre-Approval and Long Applications:

Custom-built pre-approvals and custom long applications can be customized and built as per your needs. These applications will communicate and integrate seamlessly with various interfaces like rate engines, websites, financial institutions, CRM systems, POS systems, and loan origination systems. Alerts and notifications to all parties involved at every step of the application process make the loan application process a breeze.

Techniecode’s Mortgage Workflow Automation delivers efficiency, accuracy, and enhanced customer experiences, tailored specifically for mortgage industry professionals. 

Empower your team with Techniecode’s intelligent mortgage workflow automation

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