Auto-Generated Documents/Packages

Auto-generate client and bank information

Without a doubt, the most time consuming aspect of running a loan modification or short sale business is creating the documents for customers and packaging them for them the bank. If you are like most businesses, you use Microsoft Word. You open Word up, hand type the customer's details, and then print each letter or package. You are lucky if you get 3 or 4 packages done in an hour. Or you may just email or fax the client blank documents to fill out, which leads to incomplete documents. Manual document creation is a thing of the past; with TheModPost you can generate documents and packages automatically. Just HOW FAST? Watch this video to see for yourself. All the client and bank information auto-populate onto the documents, instantly providing client ready and bank ready documents.

Sample Documents and Packages:

•	Fax Cover Sheet	•	4506-T	•	Legal Contract
•	Income/Expense Worksheet	•	Form 1126	•	Disclosures
•	Hardship Affidavits	•	Client Summary	•	HAMP and HAFA Docs
•	3rd party authorization	•	Specifc Lender Packages	•	Proposals/Offers
•	Schedule of Real Estate	•	Payment Form	•	Document Checklist
•	Non-HAMP	•	Do-It-Yourself Private Label Package	•	Short Sale Package

Send multiple docs out via EMail

You can easily and quickly send out docs to the client with a built in email system. The system will track when the email was sent per client and can also show you when a package was viewed.

Custom Documents and Packages

You may have your own custom documents, templates and packages that your company frequently uses. We can integrate them into your account, so you can auto-generate documents and packages in One Click! We charge on the average $250-$350 per package of 10-20 pages.

Secure, Centralized, Document and File Management

All users can easily upload and centrally access documents and files on a per case basis. Customer, Agent, and Branch Settings can be altered to control these permissions.