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Multi-loan Officer Application

Our Multi-loan officer application is an excellent solution to re-directing applications from your site to loan officers throughout your office, or throughout multiple branch locations. This application has been set up to give the borrower the ability to apply within a specific branch and or with a specific loan officer. The steps a borrower would take to apply online are as follows:

Step 1: Clicks Apply Online
Step 2: Selects a Branch Location (this step can be bypassed if all the LO’s are in one location)
Step 3: Selects a Loan Officer within the Branch
Step 4: Fills our application
Step 5: Submits Application (the application will be emailed to LO specified)

Upon submission the LO can download the file and import the application into Point, Byte, Genesis, or Contour.

To see an example go to: https://evergreenpacificmtg.securesites.com/epm/

This program also has a back-end Administration section that allows one administrator to add/delete/edit loan officers and branches. The program can also be set up to allow the administrator to view all applications submitted, re-send applications to Loan Officers, and receive a carbon copy of all applications submitted over the system.

Pricing (if not buying a Professional Series web site)*:
Prepay Option: Prepay 1 Year: $399.00

Monthly Option: Pay Monthly w/ Setup: $50.00/month w/ $99.00 setup


Second Year Prices: $ 299.00/year or $ 30.00/month (fee does not apply to customers with a professional series package).

Other Improvement Suite Options


*Prices subject to change. All prices quoted in USD.
 

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