Mortgage Loan Tools

Mortgage Builder Tools were developed with the end user in mind.  With on-line training and no IT experience needed, Mortgage Builder’s robust tools section allows you unlimited access to all information at any time at no additional cost to you! 

• Create Custom Exports
• Marketing Lists and Letters
• Batch Reporting for Easy Month end Reporting
• Audit Controls and Multi level Security
• Mortgage Builder Documentation Manual On-line

Report Builder

The Report Builder module allows the user to develop reports based off of any field in the system which can be printed, viewed, emailed or exported to Excel, Word or text files. This functionality gives a company the ability to custom design all their own reports. The reporting screens have built in security so that a Lender can choose which users can create, run or modify specific reports. 

Document Builder

Document Builder allows for creation of custom documents within Word or other form generators, which can then be imported into the Mortgage Builder Software for inclusion in any print menu.   All fields, including custom fields, are available for use in custom documents.

Q: Is there an additional cost for the functionality to create custom documents and forms? 
A: No. Document Builder is included in the cost of the system.

Q: Does Mortgage Builder allow you to decide where your documents appear for the user to select from? 
A: Yes. The document display can be controlled by various options. For example: Loan Program, investor, Amortization Type, etc. 

Q: Does Mortgage Builder allow you to email documents out of its system?
A: Yes. Any document within the Mortgage Builder system can be viewed, printed or emailed. Also allows for email encryption.

Imaging

The Mortgage Builder Document Imaging system allows users to store any kind of document or image within the loan for easy reference. The stored documents are available to view on all screens and can be indexed by document type and category. This feature allows Lenders to create a paperless environment and eliminates the need to fax/email documents to underwriters, loan officers or processors, etc. Credit reports and DU findings are automatically stored in the imaging system when they are returned through our interfaces. In addition imaging capabilities are available in the Administration portion of the system to store licenses for your appraisers, brokers, realtors, etc.

Customize document viewing access by specific security groups both within Mortgage Builder and our Production Portal.