LOANS - Unify CRM · Loans portal, you can use the “Fetch Loans” link to pull it in. Simply...
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LOANS USER GUIDE 1 This information is confidential and is provided for the exclusive use of Unify subscribers. Distribution without the written authorization of Cross Media, LLC is strictly prohibited. Copyright © Cross Media, LLC The “Loans” section of unify is tied directly to your loan origination system. All the information you access here is identical to what is in your LOS. You can view, manage and track all of your transactions here. When you enter the loan section you will land on the “Prospects” page. My Pipeline holds all of your transaction information, progress and updates. You can view your loans in process by loan number, loan amount, borrower names, property address, last finished milestone and more. The first task bar allows you to perform various searches with multiple parameters. You can conduct combined searches, such as all of your loans in process with an interest rate of 4% or higher, clicking the “And” button and then making another selection such as lock status. Click “Search” and all of your loans fitting both of those parameters will appear in the grid below. You may choose up to five parameters. Click the Reset button to clear your search and begin a new one. OVERVIEW
Transcript of LOANS - Unify CRM · Loans portal, you can use the “Fetch Loans” link to pull it in. Simply...
LOANSUSER GUIDE
1This information is confidential and is provided for the exclusive use of Unify subscribers. Distribution without the written authorization of Cross Media, LLC is strictly prohibited. Copyright © Cross Media, LLC
The “Loans” section of unify is tied directly to your loan origination system. All the information you access here is identical to what is in your LOS. You can view, manage and track all of your transactions here.
When you enter the loan section you will land on the “Prospects” page. My Pipeline holds all of your transaction information, progress and updates. You can view your loans in process by loan number, loan amount, borrower names, property address, last finished milestone and more.
The first task bar allows you to perform various searches with multiple parameters. You can conduct combined searches, such as all of your loans in process with an interest rate of 4% or higher, clicking the “And” button and then making another selection such as lock status.
Click “Search” and all of your loans fitting both of those parameters will appear in the grid below. You may choose up to five parameters. Click the Reset button to clear your search and begin a new one.
OVERVIEW
2This information is confidential and is provided for the exclusive use of Unify subscribers. Distribution without the written authorization of Cross Media, LLC is strictly prohibited. Copyright © Cross Media, LLC
The download button allows you to export information to an Excel spreadsheet. We cover this more thoroughly in the Contacts and Leads section along with the available search functionalities.
You can access a great deal of information immediately by clicking on the loan number. This will take you to the Loan Details page.
Exporting Information
The loan status is immediately visible in a progress bar to give you a snapshot of where this loan stands in the process. You can also find other quick reference information such as estimated closing date, lock status and date, rate and payment information.
Loan Status
3This information is confidential and is provided for the exclusive use of Unify subscribers. Distribution without the written authorization of Cross Media, LLC is strictly prohibited. Copyright © Cross Media, LLC
The Communications tab
The information available here comes directly out of, and mirrors, your loan origination system. Milestones are listed here with various dates and when a specific event is expected to occur. Here you can choose who receives IPC’s, or In Process Communications. Co-brand your communications using the dropdown menu. You may also choose to save these settings as your “Default”, or “Save For This Loan” only.
Loan Contacts
The “Loan Contacts” tab takes you to information regarding the different parties to the transaction. You can view the business or the borrower contacts by clicking on the appropriate link.
4This information is confidential and is provided for the exclusive use of Unify subscribers. Distribution without the written authorization of Cross Media, LLC is strictly prohibited. Copyright © Cross Media, LLC
UW Conditions
The “UW Conditions,” or Underwriting Conditions, tab will let you view any loan conditions, the status of those conditions and the dates they were last updated.
Clicking the “Prospects” link in the sub navigation menu allows you to view information in your Prospects Pipeline. You can narrow your search by using the dropdown menus.
Prospects
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5This information is confidential and is provided for the exclusive use of Unify subscribers. Distribution without the written authorization of Cross Media, LLC is strictly prohibited. Copyright © Cross Media, LLC
This feature is available for Encompass users only. Loan information is updated regularly from your LOS, however, if you have a loan that doesn’t appear in your Loans portal, you can use the “Fetch Loans” link to pull it in. Simply type the loan number into the box and click the “Get Loan” button.
The “Closed Loans” link displays your closed loans information. Navigating through this page works the same as the “Prospects” and “My Pipeline” pages to filter and narrow your search. Use the scroll bar to view additional information such as Loan Amount, Rate and Term.
Closed Loans
Fetch Loans
