Total Automation
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There is no other software you have to learn, use, or support.
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ProSync |
The client data in your LOS is a mess.
You have applications that did not fund. You have multiple applications for the same borrower. One application may have as many as three different addresses for the borrower. You have applications taken by loan officers who are no longer working with you. And so on ... As we synchronize your data, our sophisticated data logic automatically cleans up this mess. If you tried to do this yourself, it would never get done, let alone done right. We apply address logic, loan logic, and name logic to deliver you an immensely valuable asset and platform for growth: a complete and accurate client database. |
All Past Clients
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We capture all the data from all your past clients that are stored in your LOS.
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All Future Clients
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We automatically capture all the data from all new applications - in real time.
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All Orphan Accounts
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We find and reassign all forgotten clients - all the clients and active loans for all the loan officers who have left your business.
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All Unique Borrowers
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We find all unique borrowers who have closed a loan with you - and eliminate duplications and spelling variants.
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All Active Loans
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We find and track all active loans, including multiple loans for the same borrower.
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All Active Addresses
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We identify the correct address for each client. We distinguish between their primary residence and preferred mailing address and we know not to send client mail to rental properties and vacation homes. |
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