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Mortgage Industry

Bridge the gap between your LOS and email.

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The mortgage industry needs a collaboration solution that will bridge the gap between LOS and e-mail. PhaseWare offers simple tools that will improve on your company’s communication, follow-through, organization, and workflow management.

Top Features

E-Mail Integration

E-Mail Integration

Our e-mail integration will allow you to tie your outlook e-mail system with our tracking system for automatic incident creation.

Dashboards

Dashboards

Get a real-time view of performance across varying criteria within the system with powerful dashboards and multiple data widgets.

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Automation

Automation

PhaseWare has created software that is built around automated processes, so that flawless performance can be expected in more areas of the daily flow. This kind of process can be used to adhere to response time-frames, daily workload organization, issue filtering, and more.

Reporting & Analytics

Monitoring and tracking loan commitments, response times and individual goals will give your company an upper hand in diagnosing present issues or upcoming trends. PhaseWare comes with over 80 reports right out of the box. You can also invent and configure any sort of report with the help of our expert staff.

Reporting and Analytics
Alerts and Notifications

Alerts and Notifications

Help your employees become more efficient and improve turnaround time on loans by utilizing the power of alerts. Alerts can be set up inside of Tracker to notify your team of important events or critical communication that needs to take place in order to upkeep agreements and critical timelines.

Automated Ticketing

Automated Ticketing

Manage workflows more effectively by using automated ticketing. Decrease time wasted and increase productivity.

Brach Support

Branch Support

Ensure direct communication without any lost intelligence. Eliminate the telephone effect and deter overlooking important details.

Learn more about PhaseWare

If you think PhaseWare would be a good fit for your company or organization, please feel free to contact us. A friendly member of our team is only a click away.

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