Mortgage Coach announces new AnalyzeSoftwareMortgagePress.comshorten the sales cycle, increase referrals, reduce rate shopping, increase production
Software helps originators establish trust among
skeptical borrowers
The Mortgage Coach
has launched Analyze, its all-new Microsoft .NET-based software
platform. Analyze has just been released after more than two years
of research, development and beta testing. It enables originators
to shorten the sales cycle, increase referrals, reduce rate
shopping and increase production.
"Especially in today's market, borrowers are hungry for
information about how a mortgage impacts their long-term financial
condition, but they're also skeptical about the industry, so it's
critical to establish credibility immediately. You don't get second
chances in this business," explains Analyze beta user Joshua
Christensen, an originator with Cummings Financial in
Albuquerque, N.M. "With Analyze, I can quickly and easily impart
valuable financial information that can make a significant,
life-changing impact in the lives of my clients."
Analyze is a new system on an entirely different platform than
prior Mortgage Coach products. The system's graphics relay critical
information professionally and quickly, and can be converted to PDF
files and e-mailed to clients directly from the Analyze system,
with just a few mouse clicks.
Analyze combines the industry's best mortgage calculation tools
with full color graphical analyses. It seamlessly integrates with
top loan origination software on the market, including Encompass
and Calyx Point. Among its highlights are:
•Visual loan presenter: High-impact illustrative graphics
can be generated in one click, creating full color proposals that
not only shorten the time it takes for borrowers to see the value
of a new mortgage, but also far exceed graphical reports used by
the nation's top financial planning organizations.
•Fast and easy email marketing: Users can create PDF
graphical reports for e-mailing quickly and easily, right from the
Analyze system.
•Seamless data integration: Analyze offers seamless
integration and data transfer with Encompass, Calyx Point and The
Mortgage Coach Marketing Machine.
•Customizable and preloaded templates: Users can personally
brand reports and graphs with their company logos and other
personal touches, or can use one of the many preloaded templates to
save time and begin using Analyze to start building business
immediately.
•Simple user interface: System navigation and task
management that previously took minutes now take only a few mouse
clicks.
≺A Microsoft .NET platform: Hosted solution provides
automatic updates to ensure that users have the most effective
solution at all times.
•Better database management: Users can manage multiple loans
and properties per client while accessing more complete borrower,
property and loan program information.
•Higher data control: Users can search, filter and manage
information for The Mortgage Coach's lead-generating RateWatch
report.
•Diverse repayment and investment comparison: Users can
create comparisons of debt repayment vs. various asset accumulation
scenarios to demonstrate how a new mortgage can impact the
borrowers long-term finances.
•Deeper financial data: Weight blended rates and tax
benefits features can be added to the overall mortgage plan
analysis.
For more information, visit www.themortgagecoach.com.
