Customer, Agent, Branch Portal

Now your customers and agents can log in and have access to their file status, notes, attachments, agreements, and more. No more phone calls asking, "What's the status on my file?" Customers and agents can see everything your back office employees do, and you can control which notes the customers and agents see with "Public" and "Private" notes.

Click for Screen Shots	Complete private label solution It's easy to add your own logo and information to the portal so that it looks like your web site when your customers and agents log in. The portal web site URL runs off your own domain, which does not contain any ModPost branding, so your customers and agents will never have a clue you are using TheModPost. In addition, we provide the HTML code so you can put the login form on your own web site! That way your customers and agents can just visit your web site to log in.
Click for Screen Shots	Real time access to status, anywhere, anytime The portal gives your customers real-time access from anywhere an internet connection is available. Now their schedules don't have to match the hours of operation for your company - customers can log in at their leisure and view the status of their file directly from home. Each customer is provided with a username and password to log in. All of the customer data that is managed in the system is automatically updated in the customer portal with no additional input needed from your staff. Use the public or private notes feature to limit what customers and agents see. Additionally customers can be restricted to Email notification only, where a detailed email report is sent out. Click here to see sample
	Training video for your customers After your customers view and agree to your agreement, they are automatically prompted to watch a quick video showing them how to use the portal to create a bank ready package. This advanced technology will illustrate your commitment to your customers and make your business look professional, while minimizing support time to explain general functionality.
Click for Screen Shots	Central communication Communication is one of the main issues that cause customer complaints and fallout. With the interactive portal of TheModPost's professional software, communication takes clicks rather than hours. Customers communicate with you through an interactive notes system. The notes system keeps track of all notes back and forth and notifies each party thorough e-mail when they have a note to read. Unlike traditional e-mail, the notes system is a secure method for transmitting information back and forth, and it's centralized so everyone in your company can read and write correspondence. Remember to adjust settings that control user permissions relating to this function.