• Easy to use
• Powerful
• Lots of possibilities
• Template editor

Here you can add, change or delete your news, articles, and contact information.
You don’t have to be a professional computer man in order to control the site; the administration panel of the Mortgage Site solution is very easy to use, and yet carries a lot of features. Everything you need is right there on the screen, so by just clicking one or another button you can easily figure out what to do next.

The Admin mode allows the following possibilities:

• Loan Officers: Displays the list of your loan officers.
  You can add, edit or delete loan officers on the list.
• Subscription: The list of customers subscribed to your news in the Rate Watch section. You can manage their subscription status, their names, email addresses, last mailed date, delivery frequency and see whether a certain user is subscribed or not.
• Closing Costs: Displays types of closing costs, which can be set by admin (i.e. you). You can set their priority, add, edit or delete costs.
• Customers: Information from the online applications filled by customers. You can view applications of different kinds: Full Application, Prequalify, and Refinance.
• News: Add, edit (subject, body) or delete your news here.
• Rates: Add your Rate, Point and APR or set the priority here.
• Template Editor: Edit all of your web site templates.
• Export to CSV, Calyx Point, and Fannie Mae.

Professional mortgage brokers use professional software for dealing with all the customers and giving a new look to automatic work stream. Pilot Group Ltd wants to help a broker to be at the front of industry - just try it and you’ll see that we added many new options for a proper work of a mortgage company.

• Fascinating
• Intuitive
• Absorbing
• Usability
• Functionality

The user interface is the first part of your system the visitor sees when accessing your web site, so appears to be one of the most important parts of your mortgage web site as well. It must get your clients interested in your service, attracted by its simplicity and functionality.

Easy, intuitive, direct links to the pages let you maximize your profits through the increased customer satisfaction.

Based on usability, functionality, and content it won’t leave your clients indifferent.

We changed user interface to more user friendly and professional look. Your customers will be pleased with your professional services and nice looking design.

• Your own logo
• Choose a color scheme
• Completely personalized
• Flexible structure

The software allows lenders to personalize their application form with their logo and individual color scheme. Custom fields and text can be added, and the questions can be customized, so that the application more fully meets the lender's business needs. Lenders with multiple business units can open a separate account for each unit and customize each account to meet different market needs.

As we provide open source codes you will be able to change our solution the way you want it. If you know PHP/MySQL or have a person near you who knows it, then you can change everything - add/delete a page or an area, add a form or any other module.

• Different ways of applying for a mortgage
• Informative
• Comprehensive

Owing to this option, applying for a loan or getting more information is an easy matter for your clients. You can offer them several convenient and secure options to get started. They can be as follows:

1. Get a pre-qualification letter.
2. Fill out our Short Application Form. This will only take about 2 to 4 minutes. The Administrator will contact you once he/she has received your application.
3. Fill out our Long Application Form. This will take 7 to 9 minutes. The Administrator will contact you once he/she has received your application. (We will need this form completed eventually.)
4. Call us at 123-4567, and we will take your application over the phone.
5. Have one of our Loan Officers contact you.
6. Mail us your loan application.
7. Download the application forms now and mail or fax it to us.

You can also print your business hours, information on your services, and your service policy here in order to warm up your customer’s interest toward your services.

Full Application form is now improved - Help buttons will now give your clients more informative support of every point in this form.

• Loan rates without exhausting routine
• Make your client’s life easier

This feature is an easy way for your clients to stay informed on the trends on the loan market without having to track the rates actively either with the Internet or numerous phone calls to the broker! Now your clients can easily track mortgage rates and determine when they should lock in an interest rate or refinance.

Your clients would have to fill out the form where they should indicate their loan officer, property type, loan amount, personal info, and frequency desired (daily or weekly.)

• Lots of calculators
• Online forms
• Mortgage recourses
• Glossary of Mortgage terms

This feature is designed for your clients’ convenience. Your clients can use it if something is not quite clear to them. The following very useful calculators are available:

• How much do I really make per hour?
• If I save a dollar a day, how much will I have in the bank when I retire?
• How much will that car really cost me?
• How do I compare different loans?
• If I buy down my debt, how much will I save?
• How do I figure out the Bi-Weekly mortgage payments?
• How expensive house can I afford?
• How much will my mortgage payment be?
• How much will it cost me to operate this appliance?
• Should I get refinanced?
• Should I rather rent or buy?

You can also provide some online forms there; for example.

• Uniform Residential Loan Application
• Spanish Uniform Residential Loan Application
• Good Faith Estimate
• Truth in Lending Disclosure Statement (RegZ)
• Credit Report Authorization and Release
• Deed of Trust
• Itemization of Amount Financed
• Mortgage Loan Disclosure/Good Faith Estimate
• Loan Submission Sheet
• Tax Information Authorization (8821)
• Self-Employed Income Analysis
• Borrower Certification and Authorization
• Disclosure Notices
• Equal Credit Opportunity Act
• Fair Lending Notice
• Notice of Right to Cancel
• Notice of Special Flood Hazard
• Owner Occupancy
• Appraisal Disclosure
• Consumer Handbook on Adjustable Rate Mortgages (ARM)

Mortgage resources: here you put documents for your clients to refer to for answers to their questions on financing their mortgage.

Glossary of Mortgage Terms

A peculiar feature of your mortgage site. Your clients can appeal to it for definitions of commonly used financing terms.

Helps your clients be aware of mortgage terms and not get lost in the world of specific terminology.

• "Contact us" option
• "Customer service option"

1. There's a "contact us" option where your clients can fill out a form in order to get a reply to their question regarding to the mortgage process or just leave a message for your company’s staff.

There is also a "customer service" option where you put your company’s business information, contact information, and the representatives’ contact information.

2. Interactive feedback. At User mode we added a feedback form for your users so that they would be able to tell you what they like and what they don’t like about the site. Work together with your customers - and you will be able to meet the needs of most of your clients.

In Admin mode we added a part of Pilot Group knowledgebase. So now you can add your questions to us or view new topics right from admin area.