Loan Modification Sales Pre Qualification Software

Casi Mod: Simplifying the process.

Loan Modification Sales Process

Why spend hours trying to convince a client when in the end the prospect doesn't qualify for a mortgage loan modification? With Casi Mod, qualifying the client is very simple and quick. The automated functionality allows you to quickly do all the steps necessary to show due diligence by performing all the steps necessary to ensure a swift response by the Lender and for your client.  Our software offers insightful information through our client network which will assist you in helping more home-owners. Casi Mod software will highlight areas of concerns that you can concentrate on prior to submitting the modification request on behalf of the home-owner.

Easy to navigate interface that requires minimal learning curve.  The dashboards are color coded along with highlighted warnings to ensure that user does not miss any important information during the loan modification interview process.  Upon completing the loan mod application, the agent is able to determine if the borrower is prequalified based on the HAMP (Fannie Mae, Freddie Mac, or FHA Loan Modification) or an in house modification program within minutes.  Furthermore, there is no need to worry about filling out the specific required document since Casi Mod will have them available for you completed and ready for signatures. Having this efficient software will able the sales agents to prequalify and send out the complete mod package can free up more time for management and / or the processing department. 

Loan Modification Sales Script and Proposals

To support the sales agents, we have also added a sales script is also added to aid agents in engaging the prospect for a sale. A useful tool for inexperienced sales agents to discuss features and benefits attaining a loan modification based on facts.  Casi Mod also has a client proposal that can be sent out directly to the client summarizing the features and benefit of proceeding this the loan modification

Learn more about Casi Mod Loan Modification Software by contacting us and scheduling a live demonstration.

*** Depending of the security setting agents have the ability to pre qualify the loan modification using the analyzer, run an NPV and TILI test, and send the loan modification package directly to the customer(s).

Loan Modification Software Sales Process

1: Interview the home-owner 2: Isolate mortgage modification options (including whether the home-owner qualifies under the Fannie Mae, Freddie Mac, FHA Home Affordable Mortgage Program or Traditional Modification) 3: Review other available options with the home owner 4: Immediately issue documents to the home-owner to begin the modification process. (Self help, traditional, or coaching service)