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Sign up before 6/1! You'll receive a free 15-day trial and we'll waive your setup fee.
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Benefits
Communicate
Keep everyone on the same page with corporate and group communications.
Improve Efficiency
Work more efficiently with structured workbenches for common mortgage tasks.
Stay Compliant
Ensure your staff is working from the latest corporate procedures at all times.
Stay Central
Provide one central, user-friendly Hub to access all corporate resources.
Testimonial
The Hub is the central location for everything important for our team, it helps to keep our business and employees organized and aligned, which really drives efficiency. This is especially critical because we have sales and operations teams working remotely throughout the country. It saves time, everyone knows where to go to get their questions answered. Not everyone has a tool like the Hub, new hires are always blown away by it. It's a differentiator.
Shane Erskine
President, OneTrust Home Loans
Features
Workflow Engine
Our workflow engine comes pre-configured with several standard mortgage workbenches, and it’s quick and easy to add your own.
Document Management
Create versioned, permission-based access to corporate documents such as job aides, and share them on The Hub with simple, user-friendly icons.
IT Ticket Management
Provide your IT Department with a ticket management solution that integrates with your email system. Ticket assignment and SLA tracking are a few of the features of this robust solution.
Resource Hub
Simple icons represent all corporate resources, from mortgage-related to HR and more. Group-based access provides users with just what they need to see. Pre-configured with dozens of mortgage resources, you can add your own in minutes.
Company Communication
Send corporate announcements with alerts on The Hub. Distribute based on group permissions to allow team-based announcements.
Pricing
Salesforce CRM Integration
Using Salesforce or a Force.com based CRM? Ask us about a native version that lives within your Salesforce version.
Feature List
Workflow Engine
• Simple method to manage work in your mortgage operations • Assign work to groups or individuals • Several pre-configured standard mortgage workbenches • Just assign your team members • Configurable SLA’s and Alerts for non-compliance with SLA • Integrates with Inbound and Outbound Email • trigger workflows from inbound email inboxes • trigger outbound emails for status updates • customizable communication templates
Resource Hub
• One central location to access all corporate resources • Searchable • Simple, visual, one-page display • Organize links and icons by group or function • Easily add your own icons, links, and groups • Links to industry resources • Standard job aides • Share documents • Permissions-based visibility • Pre-packaged content packs for the Mortgage industry • 158 Links and Icons for most industry resources
Document Management
• Store documents online for easy access • Create icons and links to share on the Hub • Document Versioning • Permissions-based Access
IT Support System
• Robust IT Ticket System • Work in teams or assign to individuals • Configurable SLA’s and Alerts for non-compliance with SLA • Integrates with Inbound and Outbound Email • trigger workflows from inbound email inboxes • trigger outbound emails for status updates • customizable communication templates
Company Communication
• Knowledge Base / FAQ's • Company and department announcements
User Management
• Groups • Roles
Co-branding
• Configure with your logos and colors • Custom URL
Implementation is quick and painless
Your private URL and instance is set up in less than a day. We deliver your Hub pre-configured with your branding and standard mortgage icons and workflows. Simply add your users, any specific workbenches and Hub icons, and you are off and running in no time.
Centralized information, resources, and workflow to help you herd the mortgage cats
