[Loan-Worx]

Hi Guys!

We have a Automated CRM I wanted to Share.
OCR / Data Scrubbing:
1) Read PDF bank statements, sum deposits and withdrawals, and remove transfers.
2) List NSFs by month.
3) List active MCA deals with withdrawal amount, leverage, and frequency.
4) List fully paid MCA deals.
5) Checkbox option to include/exclude MCA deals.
6) Smart flagging for unusual transactions.
7) Detect and flag recurring transactions.
8) Easy filtering by transaction type.

CRM:
1) Turn inbox into pipeline with stages: Inbox, Scrubbed, Approved, Declined, Contract Request, etc.
2) Grant access to different people based on stages.
3) Change stage for each deal.
4) Manage inbox as deals/tickets/stages.
5) Reply from Loan Worx system, track last user response.

Approval & Decline:
1) Auto-suggest offer based on rules.
2) Calculate updated deal and leverage.
3) Easily change offer.
4) Auto-populate decline reasons, send decline emails.
5) Easily approve, add stipulations to offers.
6) Request contracts in separate stage.

Calculator:
1) Set rules for approvals/declines.
2) Calculate term based on revenue, position, NSFs, leverage.


Please Call/Email/DM me for a DEMO

786-207-4413 - Ryan@loan-worx.com

[Loan-Worx]

We also Have a new feature for brokers That can breakdown all advances