Mortgage XSites bigger, better, easier in Version 2.0

Written by on September 28, 2004

If you're a Mortgage XSite user, you'll probably notice a few new features on your site early next week. You may also be saying to yourself, "Wait a minute; I didn't pay for an upgrade!"

You didn't have to - it's free.

With interest rates still historically low, the mortgage origination business is still thriving - and more competitive than ever. Mortgage brokers are busier than ever. You need much more than a billboard website; you need one that will help you do business better as well as make the loan application process simple and quick for your customers. In keeping with a la mode's commitment to making your XSite a tool you use daily to conduct business, Mortgage XSites will roll out its Version 2.0 with more features aimed to streamline your business so you can dedicate more time to your customers.

New multi-user capabilities. The User Management feature allows others in your office whom you designate to manage loan applications, documents and content on your XSite. This feature replaces the "staff profiles" area. This is the first step in giving you the ability for multiple brokers to manage their individual loan apps through one Mortgage XSite.

Printable 1003 forms. In addition to exporting directly to your LOS, you can now print a standard 1003 right from your "Loan Apps" management screen and save it as a PDF.

Do business anywhere. With Mobile Tools, XSite users can view loan applications, add new contacts and send and receive e-mail. You can look up an address, get a map, check the weather and do a Google search to find a near by restaurant all while you are on the go. You can also schedule meetings, send updates and reminders to your staff, your clients and yourself even when you are out of the office. And you don't need to sync your mobile device to keep your information current. As changes are made, your XSite is updated in real time.

A full-time office assistant. All Mortgage XSites now include a Contact Management feature that allows you to confirm or change appointments, send reminders and e-mail clients. Plus, you'll be able to import and export to and from Microsoft Outlook® and Outlook® Express, filter, sort and search to define target groups for your marketing campaigns.

Your new online office. The new My Office page replaces your XSite's "Today Page" in the admin area of your XSite. We've designed it to be the central hub that allows you quick access to all the integrated tools and functions in your XSite including user forums, CertMail, scheduling, order processing and contact management. You will notice new icons on the screen that are not present on your current toolbar. These include new features like scheduling, mobile tools and user forums. Roll your mouse over any button to learn more about that feature.

Custom Flash intros. XSites' new custom Flash intro builder allows you to use your own colors, text, photos and logos in your intro to truly personalize your Site.

Revamped Wizard. Your Mortgage XSites' Wizard also got a facelift. We've rearranged the Wizard's steps so the functions you use the most are first. The Wizard functions have been divided into three group of common tasks - design, content and extra tools. In addition, there are new functions in each group like the new search and replace tool and six new Theme families and ten animated Theme families.

Help yourself. Sometimes it's helpful to have documentation to read and learn about the features at your own pace. XSites' online user guide is available in two formats - online HTML or a printable PDF version if you prefer a hard copy.

Search engine savvy. Search Engine Marketing Tools make it easy to submit new and updated pages on your Mortgage XSite to the 10 most popular search engines. XSites also offer users expert advice to help them understand what search engines look for and prefer when reviewing pages they submit.

Join the club. Mortgage XSites' User Forums put you in touch with other Mortgage XSite users so you can share ideas and hear what's working for others in the mortgage industry.

Your Mortgage XSite has always been a competitive edge, simplifying what can be an overwhelming process for your borrowers and making managing and keeping track of your loans a snap. With these new features, you can dedicate even more time to your customers and less to shuffling paperwork. Fast, efficient service is what your website should be about - not some online brochure. You do business better, quicker and satisfy more customers with these new Mortgage XSites features.