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EPICOR Enterprise Customer Relationship Management Suite
 

In mortgage banking, tracking the whole activities of a loan origination and processing is a complicated task. To simplify this problem, we have developed a sound and stable web-based application, which not only helps users to manage and assign leads centrally, it also gives an eagle eye view of all the stages of loan production irrespective of their geographic locations. The convenient menu bar helps you to create and manage users, company, and workflow and assign users and loan specific tasks to loan processors, brokers and branch managers as we do manually.

Unique Offerings include:

  View loans centrally irrespective of their zone of origination
  Create user, company and workflow
  Assign and re-assign loan task to a group of loan processor
  Import data from Calix.5 using PSQL
  Generate customized reports
  Dashborad gives the overall Loan processing stages

Technology used: Struts EJB, JBOSS 4.0, RMI, MYSQL