How is client data saved?

• All client data and proposals are stored in a multi-user database that can be placed in your local network.  This provides for centralized data collection for future analyses and administrative control.
• Alternatively, individual databases can be saved on each user’s workstation.

How many users can be supported?

• The multi-user database supports an unlimited quantity of Loan Officer (user) names and up to 255 concurrent users, but best performance is delivered when the number of concurrent users is 20 or less.

Why is noloseloan the most user-friendly and customer friendly program on the market?

• Built for the 21st century and built to blend with the latest technology available – see our training presentation.
• One-look screen gives more control and information to borrower and loan officer than any other tool available.
• Visuals, highlighting, graphs, etc. all help clarify concepts, benefits, value, costs, red-flags, in a way that communicates with borrowers and how they perceive information.
• Lay-out, concepts and language are all built in a way that borrower’s understand and relate to so that movement to action is easily facilitated.
• Help is available on every concept with one click of the mouse so that loan officers and borrowers completely understand everything on the screen.  This enhances trust and relationship in the process.

What makes the noloseloan different?

• Built for in-person and internet sales.  This is the first program built for specific use with internet connectivity.  Loan options can be easily conveyed in person or in a borrower’s own home.
• Totally customer friendly – Helps borrowers understand complexity in a comfortably and easily.
• Noloseloan focuses on blended interest rates.  This prevents borrowers from losing opportunities on good over-all options.  Helps a borrower avoid saving a “low rate” while keeping higher overall rates.
• Hypothetical illustrations can be presented which offer specific borrower benefits, unique to the noloseloan, which cannot be shopped or compared with other companies.

What administrative controls and tools are available?

• All Loan Officers (users) are assigned a user name and password by the database administrator
• The database administrator controls database viewing privileges on a user by user basis
• Pipeline reports are available to each user and the administrator, with administrative control over the extent of the each user’s analysis.
• The complete database is viewable in an Excel-like Table format with Excel-like sort capabilities.  User-defined Table filtering is provided.

What connectivity tools are available?

• Direct export of client contact information to Microsoft Outlook
• Direct export of client birthday and “Next Contact Date” to Microsoft Outlook
• Direct input of client financial data from Fannie Mae formatted files (Both versions 3.0 and 3.2)

What presentation tools are available?

• Comparative analyses of client’s current finances with up to four optional refinance or purchase scenarios are quickly displayed both in tabular and bar chart formats
• Variety of presentation options which help the loan officer cater to various types of buyers and transactions.
• Presentations are all pre-built and populate automatically, based on the information entered for each loan option created by loan officer.

How can I learn more about noloseloan?

• Download the free version of noloseloan and begin using it. This version is completely functional and will demonstrate the ease of use and utility of this program.