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Customer File & Lead Management

Features

Add On Modules

Powerful CRM Features

TheModPost.com is a multi-user software that gives your entire company a 360-degree view of each of your customers, agents and branches. This allows you to maintain knowledge of every customer and lead, track stats of branch and agent submission volume and track your back office employee productivity. You and your reps need solutions that make their jobs easier, not more complicated. TheModPost.com provides fast access to client file data and generates Excel reports based off broken down, detailed reports.

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What's in the File?

A full file in the system includes information for both borrower and co-borrower like contact information, mortgage information, itemized income/expenses, hardship explanation, and answers to about 15-20 critical questions. Additionally, tools are built in the file to help calculate a HAMP or HAFA proposal for loan modification or short sale respectively.

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The Pipeline: Complete view of your customers and leads

The pipeline view page allows back office employees, branch managers, and to have a bird's eye view of all files without having to toggle through multiple customer records. The layout empowers users with instant information, including:

•	Record grouping (group by branch, sales rep, status, sale date, and dozens more!)
•	Advanced sorting and filtering
•	Date of last activity (last time anything was done on a record),
•	Number of past due days for money owed
•	Which files have not been updated since day 3, 5, 10, 15, Etc...
•	Portal activity (whether a customer has registered paid and viewed their package.)

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Built In Shortcuts

CRM software systems should be fast and easy to use, so we built shortcuts to commonly used task per file in the dashboard and pipeline, like:

•	Dashboard links to Calendar of task/reminders, document library, billing/commissions, system updates, user profiles/system settings, lender/servicer directory, help, and calculators.
	From the Pipeline:
•	Duplicate a file to avoid re-entering data for client with multiple cases
•	Send Email from the Email template library (Welcome Emails, Thank-you, Reminder, Etc...)
•	Email Status Update Link
•	Generate a report on the file to see assigned users, completed tasks, notes, and email history
•	Update File Status, Sub-Status, and add notes
•	Upload Files- Documents, Reports, Appraisals, Etc...
•	Assign QC, Processor, Negotiator, Attorney, and Manager to file

E-mail Marketing Automation

Now you can easly send mass E-mail communications to your leads, prospects, and customers. You can even setup "work flows" to send a series of emails over a set period of time. Upload your templates, set the time intervals to go out, save the work flow name, and assign the workflow to your leads or customers.

Add an UNLIMITED number of customer files and leads

You can add an unlimited number of customers and leads at no extra costs. Companies can now offer telecommuting and work from home options to employees and staff. TheModPost's advanced roles and permissions system lets you control what each user has access to and what actions they are allowed to perform.

More Features

•	Globally maintain notes on each file. The system will automatically time and date stamp with the user's name entering the note.
	Manage customers and leads as a team. Define all the people involved in managing the record, along with their respective roles such as "Negotiator", "Processor", "Attorney" or "Agent"
•	Search client files by any keyword in the file from their address phone #, loan #, lender name, Etc...

Next Step

Once you truly gain full visibility into your company's customers, you'll never want to go back to the dark again. We guarantee it. Contact us directly for more information: 877-812-4327.

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