Point provides tools that help you attract prospective borrowers, manage leads, and market loans. You can produce amortization schedules, compare loans, calculate cash-to-close amounts, and generate rent vs. own comparisons—quickly and easily. And if you have a WebCaster site, you can receive loan applications from prospective borrowers online. Just open the loan applications in Point—no need to re-enter data. WebCaster makes it fast and easy to learn about prospects' requirements before you contact them.
Loan Comparison
The Loan Comparison screen generates side-by-side loan comparisons, making it easy to compare different loan programs. Quickly access loan program scenarios for fixed, ARM, and government loans. Use the pop-up calculators to insert hazard, tax, and MI factors, as needed. Choose the right closing-cost scenarios and you’re ready to compare loans for any number of months you like. In addition to the standard loan summary information, the printout includes minimum income required, maximum debt allowed, total cash-to-close, and APR.
Promotional Flyers
Point makes it easy to print flyers that include three side-by-side loan comparisons for specific properties. When working with Realtors, you can use these flyers—complete with a photo of the home—at open houses, enabling you to market your products and services to everyone who sees the property.
Customer Information
Accessible from the Personal Info button at the bottom of the Borrower Information screen, the new Personal Information dialog box contains even more fields for tracking facts about your borrowers, including interests and hobbies, children, and more. This type of data can help you market your products and services to customers in more targeted and effective way.