Less Effort. More Sales.<br />1| Introductions<br />
Who is focusIT?<br />We deliver “On Demand” technology solutions.<br />QUICK FACTS:<br /><ul><li>Established 2002
10 employees + 15 contractors
600+ clients
12,000 end users served daily
Target audience is mortgage and financial services firms                   with five to 1,000 end users
Currently adding 200+ new users per month</li></ul>focusIT :<br />2| About Us<br />
Who is focusIT?<br />AFFILIATIONS:<br /><ul><li>Microsoft® Gold Certified Partner
Nation’s largest Calyx® hosting provider
DMD DataTrac hosting partner
ProLender hosting partner
Ellie Mae hosting provider
PushMX hosting partner
National Association of Mortgage Brokers member</li></ul>focusIT :<br />3| About Us<br />
What is Pulse?<br />THE PROBLEMS<br />Pulse:<br />4| The Problems<br />
What is Pulse?<br />PROBLEM:<br />Too Many Apps<br />Pulse:<br />5| The Problems<br />
What is Pulse?<br />PROBLEM:<br />Disconnected Systems<br />Pulse:<br />6| The Problems<br />
What is Pulse?<br />PROBLEM:<br />Inconsistency<br />Pulse:<br />7| The Problems<br />
What is Pulse?<br />PROBLEM:<br />Interruptions<br />Pulse:<br />8| The Problems<br />
What is Pulse?<br />PROBLEM:<br />No Mobility<br />Pulse:<br />9| The Problems<br />
What is Pulse?<br />THE SOLUTIONS<br />Pulse:<br />10| The Solutions<br />
What is Pulse?<br />SOLUTION:<br />Build a Better App<br />PROBLEM:<br />Too Many Apps<br />11| The Solutions<br />
What is Pulse?<br />SOLUTION:<br />True Synchronization<br />PROBLEM:<br />Disconnected Systems<br />12| The Solutions<br />
What is Pulse?<br />Loan Origination System<br />13| The Solutions<br />
What is Pulse?<br />Microsoft® Exchange & Outlook<br />14| The Solutions<br />
What is Pulse?<br />SOLUTION:<br />Manage to a Plan<br />PROBLEM:<br />Inconsistency<br />15| The Solutions<br />
What is Pulse?<br />SOLUTION:<br />Push Alerts & Updates<br />PROBLEM:<br />Interruptions<br />16| The Solutions<br />
What is Pulse?<br />PROBLEM:<br />No Mobility<br />SOLUTION:<br />Get to the Cloud<br />17| The Solutions<br />
What is Pulse?<br />PULSE<br />SCREENSHOTS<br />Pulse:<br />18| Screenshots<br />
What is Pulse?<br />WHAT IS PULSE:<br />Four Core Components<br />19| The Solutions<br />
Sales Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Executive Specific Homepage<br />20| The Solu...
Sales Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Critical Information at Your Fingertips<br />...
Sales Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Loan Officer Specific Homepage<br />22| Scree...
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Pulse Mortgage Company Dashboard

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Pulse is a dashboard software built specifically for mortgage companies and professionals. With pulse mortgage professional can access all needed information from a single location.

Published in: Economy & Finance, Business
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  • Companies are faced with two choices:Let each individual producer pick their own CRMImplement a customized CRM that is never fully adopted
  • Separate databases for:SalesMarketingOriginationUnderwriting
  • Customer experience is completely dependent on the employee.Subjective criteria used to status loanResult is each loan is produced and underwritten differently
  • Clients and realtors ask the LOLO asks the processorProcessor asks the underwriterUnderwriter answers the question and the information is slowly disseminated to all parties
  • Your employees are still highly dependent on a locally installed appTo see file status requires direct access to the LOS or underwriting platform
  • Start from scratch and asked our customers what they needUsed our industry knowledge to build a better appBuilt within MS SharePoint so it’s a “whole package” for your back office
  • No more export / import of individual loan filesChanges to Pulse are automatically pushed back to the other side in real time
  • Two-way synch of all shared data between Pulse and the LOS
  • All emails sent from Pulse automatically appear in the user’s “Sent Items” folderAll emails received to Outlook related to a loan file are automatically synched to Pulse
  • Pulse helps you create a plan, which we call a workflow templateClients can make one master template, or as many more detailed templates as they likeLoan programsLocationOnce a plan is created, it can be applied to a new loan file in less than 10 secondsOnce applied to a loan, all tasks are automatically assigned owners and due dates
  • No special websites or login usernames to rememberEmails are simply sent to the proper recipients as tasks are completed or rules are triggeredInternal and external phones calls and emails are reduced as all parties are now playing on the same sheet of music
  • Pulse is 100% web-basedWritten in standard language making updates simple and cost effectiveBuilt within Microsoft SharePoint 2010 providing a full company intranet solutionWe maintain the platform so you don’t have toBackups and upgrades are automaticNo additional IT staff requiredNo hardware to purchaseYou didn’t get into the loan business to be a computer guy!
  • Pulse is divided into four core components:Sales automationMarketing automationWorkflow automationCompliance automation
  • Homepage for managers and executives provides critical pipeline dataOther critical company information is also held on the homepage for quick referenceShared internal company docsPersonal MyDocsRate sheetsFaxesShared calendars and contacts
  • Data can be sorted and arranged in a variety of waysLeads vs. active loansMilestone statusLocation
  • Loan officers have a homepage with their specific pipeline information available at their fingertipsIn addition, critical loan alerts are posted prominently on the pageAs well as a snapshot view of their Outlook inbox
  • Alerts dashlet give the end user the fastest way to address problemsQuick links to the affected loan file as well as the alert detail
  • Pulse provides opt-in as well as automatic drip marketing campaignsOpt-in allows an individual LO to manually place a client into a campaignAutomatic campaigns can be triggered based on specific changes to a loan file such as its status changing to fundedOnce triggered, the campaign automatically kicks off with zero involvement from the end userCampaigns include three components:Snail mail items such as post cards, letters and fliersEmail drip messagesPulse tasks and remindersOver 60 pre-defined campaignsPulse also allows you to manage and market directly to your partners
  • Transcript of "Pulse Mortgage Company Dashboard"

    1. 1. Less Effort. More Sales.<br />1| Introductions<br />
    2. 2. Who is focusIT?<br />We deliver “On Demand” technology solutions.<br />QUICK FACTS:<br /><ul><li>Established 2002
    3. 3. 10 employees + 15 contractors
    4. 4. 600+ clients
    5. 5. 12,000 end users served daily
    6. 6. Target audience is mortgage and financial services firms with five to 1,000 end users
    7. 7. Currently adding 200+ new users per month</li></ul>focusIT :<br />2| About Us<br />
    8. 8. Who is focusIT?<br />AFFILIATIONS:<br /><ul><li>Microsoft® Gold Certified Partner
    9. 9. Nation’s largest Calyx® hosting provider
    10. 10. DMD DataTrac hosting partner
    11. 11. ProLender hosting partner
    12. 12. Ellie Mae hosting provider
    13. 13. PushMX hosting partner
    14. 14. National Association of Mortgage Brokers member</li></ul>focusIT :<br />3| About Us<br />
    15. 15. What is Pulse?<br />THE PROBLEMS<br />Pulse:<br />4| The Problems<br />
    16. 16. What is Pulse?<br />PROBLEM:<br />Too Many Apps<br />Pulse:<br />5| The Problems<br />
    17. 17. What is Pulse?<br />PROBLEM:<br />Disconnected Systems<br />Pulse:<br />6| The Problems<br />
    18. 18. What is Pulse?<br />PROBLEM:<br />Inconsistency<br />Pulse:<br />7| The Problems<br />
    19. 19. What is Pulse?<br />PROBLEM:<br />Interruptions<br />Pulse:<br />8| The Problems<br />
    20. 20. What is Pulse?<br />PROBLEM:<br />No Mobility<br />Pulse:<br />9| The Problems<br />
    21. 21. What is Pulse?<br />THE SOLUTIONS<br />Pulse:<br />10| The Solutions<br />
    22. 22. What is Pulse?<br />SOLUTION:<br />Build a Better App<br />PROBLEM:<br />Too Many Apps<br />11| The Solutions<br />
    23. 23. What is Pulse?<br />SOLUTION:<br />True Synchronization<br />PROBLEM:<br />Disconnected Systems<br />12| The Solutions<br />
    24. 24. What is Pulse?<br />Loan Origination System<br />13| The Solutions<br />
    25. 25. What is Pulse?<br />Microsoft® Exchange & Outlook<br />14| The Solutions<br />
    26. 26. What is Pulse?<br />SOLUTION:<br />Manage to a Plan<br />PROBLEM:<br />Inconsistency<br />15| The Solutions<br />
    27. 27. What is Pulse?<br />SOLUTION:<br />Push Alerts & Updates<br />PROBLEM:<br />Interruptions<br />16| The Solutions<br />
    28. 28. What is Pulse?<br />PROBLEM:<br />No Mobility<br />SOLUTION:<br />Get to the Cloud<br />17| The Solutions<br />
    29. 29. What is Pulse?<br />PULSE<br />SCREENSHOTS<br />Pulse:<br />18| Screenshots<br />
    30. 30. What is Pulse?<br />WHAT IS PULSE:<br />Four Core Components<br />19| The Solutions<br />
    31. 31. Sales Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Executive Specific Homepage<br />20| The Solutions<br />
    32. 32. Sales Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Critical Information at Your Fingertips<br />21| Screenshots<br />
    33. 33. Sales Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Loan Officer Specific Homepage<br />22| Screenshots<br />
    34. 34. Sales Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Alerts dashlet for quick issue resolution<br />23| Screenshots<br />
    35. 35. Marketing Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Over 60 Marketing Campaigns<br />24| Screenshots<br />
    36. 36. Workflow Automation<br />What is Pulse?<br />PULSE:<br />PULSE SCREENSHOT:<br />Summary View of All Critical Loan Data<br />25| Screenshots<br />
    37. 37. What is Pulse?<br />SOLUTION:<br />Manage to a Plan<br />PULSE SCREENSHOT:<br />Task Management and Milestones<br />26| Screenshots<br />
    38. 38. What is Pulse?<br />SOLUTION:<br />Manage to a Plan<br />PULSE SCREENSHOT:<br />Visual Reference for Loan Milestones<br />27| Screenshots<br />
    39. 39. What is Pulse?<br />SOLUTION:<br />Manage to a Plan<br />PULSE SCREENSHOT:<br />Easy Visual Management of All Loan Tasks<br />28| Screenshots<br />
    40. 40. What is Pulse?<br />SOLUTION:<br />Push Alerts & Updates<br />PULSE SCREENSHOT:<br />Customizable Email Templates<br />29| Screenshots<br />
    41. 41. What is Pulse?<br />SOLUTION:<br />Push Alerts & Updates<br />PULSE SCREENSHOT:<br />Automatic Loan Update Reports<br />30| Screenshots<br />
    42. 42. What is Pulse?<br />PULSE ADMINISTRATION:<br />Roles-Based Permissions<br />Administrator<br />Manager<br />Processor<br />Underwriter<br />Loan Officer<br />LO Assistant<br />31| Screenshots<br />
    43. 43. What is Pulse?<br />PULSE ADMINISTRATION:<br />Enterprise Organizational Hierarchy<br />32| Screenshots<br />
    44. 44. Less Effort. More Sales.<br />33| Pulse<br />
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