Online Mortgage Application Processing System

This web-based Mortgage Application Procession System is a wise choice for mortgage brokers, bankers, credit unions, property agents, lenders or any other mortgage industry experts involved with processing residential loans. Why? Because this not only lets you manage your clients who have applied for the loan, but also facilitate communication between the client and the loan processors.

Basically Online Mortgage Application Processing System is about a loan application in that client’s loan status is maintained. Each client is assigned to any processor and sales person. The system also contains leads that can only be uploaded by the Super admin of the system.

Features of Online Mortgage Application Processing System:

Super Admin Module Functionalities:

Super Admin can upload leads and after uploading, sales person is assigned to them and he can mark any lead to archives or any archives to lead.
Super Admin can add/update/delete client. He can mark any client to closed client or any closed client to client. He can search client by status, and view any client by his follow ups.
Super Admin can add/edit/delete Processor and can view his clients.
Super Admin can add/edit/delete Sales Person and can view his clients and leads.
Super Admin can add/edit/delete/view status.
Super Admin can add/edit/delete/view checklist.
Super Admin can check his inbox, can compose message, can check his sent messages and can make his own signature.
Super Admin can change his password and can request for new password.

Processor Module Functionalities:

Processor can add/update/delete client. He can mark any client to closed client or any closed client to client. He can search client by status, and view any client by his follow ups.
Processor can edit his information and can view his clients.
Processor can add/edit/delete/view status.
Processor can add/edit/delete/view checklist.
Processor can view any client by his follow ups.
Processor can check his inbox, can compose message, can check his sent messages and can make his own signature.
Processor can change his password and can request for new password.

Sales Person Module Functionalities:

Sales Person can search only his assigned lead by their status and by their name’s.
Sales Person can add client. He can only view his clients detail information.
Sales Person can check his inbox, can compose message, can check his sent messages and can make his own signature.
Sales Person can change his password and can request for new password.

Client Module Functionalities:

Client can view his/her loan status information.
Client can view his/her check list information.
Client can view his/her status information.
Client can check his inbox, can compose message, can check his sent messages and can make his own signature.
Client can change his password and can request for new password.

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