Multi Contacts per Company- Create and display multiple contacts for a single company or organization.
Related Entities - Able to link separate Borrowers together when they are related parties.
Special Contact Screens - Screens for borrowers, contractors, vendors, participants, leads, etc. that contain unique information about these types of Contacts.
Customizable Contact Validations - To test for Tax ID’s, contractor licenses, insurances, etc.
Lookup of State License Information - Dynamic and integrated contractor’s license information straight from the State Contractor’s License Board web site.
Contact Alert - Enter warning information about a contact that will display when attempting to pay that contact.
Communication - General correspondence, attachments, auto form replacement, link to and from pre-defined text and e-mail.
Project Address Validation - Single click to view the project address in web based map applications.
Tracking of Critical Dates - Record loan, maturity, building contract, start and finish dates and more.
Lead Information Tracking - The ability to record the likelihood of signing a loan.
Players to the Loan - Keep track of all people involved with a loan with ease.
Voucher Production - The ability to produce and track vouchers by loan
Project Overview - Financial summary view of fund sources, specific budget code summaries, and budget code line items.
Lot or sub note tracking - Tracking of lots or sub-jobs per loan. Tracks budgets per lot, release values and dates sold.
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Notice of Completion - Produces the notice of completion form to be recorded in the county recorders office.
Participants - Record the terms of contact with participants and see summary information about money received from and disbursed.
Insurance Tracking - The ability to link insurance’s information to specific loans.
User Definable Budget Lines - Create lines from scratch, templates, fund sources, lots (sub loans), and even spreadsheets.
Buget Line Item Groupings - Ability to group Budget Line Items by Categories, Interest Reserve, and Special Reporting.
Inspection Functions - Request and record inspections.
Document tracking - 102.5 Endorsement Tracking as well as unlimited other notices.
Quick data entry - Special screens for entering data via the “10-Key” pad.
Sweep - Move all undisbursed balances to a specific budget code.
Voucher/Draw Entries/Validation - Validate on Budget amounts, inspections amounts and warning on critical loan dates.
Disbursements - Disburse funds for vouchers, draws via cashiers checks, check or wire transfer.
Paydown Request and Recording - Request payment from the borrower to pay down the loan. Record the actual payment received from the borrower.
Integration to Back End GL System - Support for imports and exports to other accounting systems.
Reports - Choose from multiple financial and administrative reports already included, or create your own. Customize reports to meet your needs economically and fast. |
