Mortgage Solution

Configurable collaboration solution for mortgage companies.

Use PhaseWare’s mortgage solution to close the gap between e-mail and your LOS.
Increase efficiency, visibility, and automation with a completely configurable
solution that works for you.

Increased Efficiency

PhaseWare's Tracker product can help your employees improve the turnaround time on loans by taking full advantage of advanced Alerts/Notifications and SLA’s. Notify your team when crucial communication needs to take place. Uphold loan agreements by using SLA's to regulate the workflow as critical deadlines approach.

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Increased Visibility

Elevating communication and collaboration out of e-mail and into PhaseWare's' Tracker product will allow everyone to see the activity going on between different departments. Inter-departmental communication can be a struggle and moving from e-mail to Tracker gives everyone, including management, visibility.

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Increased Automation

We offer powerful automation features to move you from depending on manual people-processes to a system that routes and notifies everyone of tasks to be completed or when tasks are overdue. The same features help your company better manage work flows and will have your team working like a well oiled machine

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"Envoy uses PhaseWare in 99.99% of transactions to maximize efficiency and eliminate human error when following critical steps in the loan origination process."

- Karen Lupomech, Envoy Mortgage

Automation

Automated processes used to adhere to response time-frames, daily workload organization, issue filtering, and more.

Reporting & Analytics

Monitoring loan commitments, response times and individual goals will give you an upper hand on loan origination.

Alerts and Notifications

Alerts can be set up to notify your team of important events or critical communication that must take place.

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PhaseWare: An Upcoming Leader in Lending Software

Completing the Picture: E-Mail Evolved for Mortgage Companies

PhaseWare’s Collaboration Revolution

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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.