LoanCalendar's loan pipeline & contact management software was build specifically for loan officers. It will organize, increase conversion, and streamline your process. No more sticky notes or clumsy spreadsheets that don't proactively guide your business. Whether your an individual loan officer, or part of a team...Loan Calendar will help close more loans!

Benefits

• Shortcuts to make your normal database entry experience easier.
• Fast live-searching of contacts, partners and loans.
• Complete pipeline information of your Realtors, contacts, and prospects.
• Editable loan statuses
• Google calendar integration
• Export pipeline reporting to Excel or PDF
• Upcoming rate-lock expiration notices.
• Follow-up call notifications & task reminders
• Instant queries for reporting of your data
• Forecast closing & commission volumes
• Running note system
• Email message archive keeps a record of all correspondence sent to your clients, Realtors, and escrow officers.
• Complete date-stamped records are kept for any changes or file updates.
• When changes are made, members of the team are automatically notified through the notification system.
  
  
• Contacts import assistance, personal software training included.
• 24-hour online system availability