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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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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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