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LoanXEngine Features
There are many features beyond those listed below. To set up a demo, please contact us.
| Category |
Feature |
| Eligibity and Pricing: |
Managed Pricing
Eligibility Engine
Non-qualifying product/reason
Full Pricing Engine
Profitability Inclusion
Fully Automated Bidding
Best Execution
Lead Repricing
Saved Scenarios
Upload Documents
Best Ex Rate Watch
On-the-fly profitability changes
Self-definable Investor
Pre-processing Overrides Engine
Retail or Banking configurations
Fully automated bidding
Ratesheet Generator |
| Lead Management: |
Loan Officer Quotas
Alert Notification
Lead Source Integration
Intelligent Rules Routing
Definable Groups
Assignment Algorithm Selection
Lead Profiling
|
| Customer Relationship Management (CRM): |
Automated Bidding Offer Email
Custom Workflow/Statuses
Profile and Status-based Tasks
Profile and Status-based Emails
Email Drip Campaigns
Email Tracker
Ad Hoc Emails
Daily Rate Reporter
History and StatusTracking
Document Upload
Task and Emails Rules Engine
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| Third-Party Integration: |
Export/Import Fannie 3.2>LOS
32+ Lead Source Integrations
3rd Party XML Export |
| Business Reporting: |
Conversion
Task Completion Tracking
Lead Source and LO Performance
Transaction Performance
Pipeline
Dashboards
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| Web Point of Sale: |
Multiple partner website component
Short Lead Form
Mini-1003 Lead Form
Instant Autobid Offer
Opt-in Online Lock Request
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| Hosting Options: |
Outsourced hosting
Local In-house hosting |
| System Notes: |
Independent Application Server
30 to Unlimited Users
Non-sahred Managed Investors
Unlmited Branches
Flexible Configurations
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