pulse mortgage company dashboard

1 | Introductions

Less Effort. More Sales.

Who is focusIT?

2 | About Us

We deliver “On Demand” technology solutions.

QUICK FACTS:

Established 2002

10 employees + 15 contractors

600+ clients

12,000 end users served daily

Target audience is mortgage and financial services firms with five to 1,000 end users

Currently adding 200+ new users per month

focusIT :

focusIT :

3 | About Us

AFFILIATIONS:

Microsoft® Gold Certified Partner

Nation’s largest Calyx® hosting provider

DMD DataTrac hosting partner

ProLender hosting partner

Ellie Mae hosting provider

PushMX hosting partner

National Association of Mortgage Brokers member

Who is focusIT?

Pulse:

4 | The Problems

THE PROBLEMS

What is Pulse?

Pulse:

5 | The Problems

PROBLEM:

Too Many Apps

What is Pulse?

Pulse:

6 | The Problems

PROBLEM:

Disconnected Systems

What is Pulse?

Pulse:

7 | The Problems

What is Pulse?

PROBLEM:

Inconsistency

Pulse:

8 | The Problems

What is Pulse?

PROBLEM:

Interruptions

Pulse:

9 | The Problems

What is Pulse?

PROBLEM:

No Mobility

Pulse:

10 | The Solutions

THE SOLUTIONS

What is Pulse?

11 | The Solutions

PROBLEM:

Too Many Apps

What is Pulse?

SOLUTION:

Build a Better App

12 | The Solutions

SOLUTION:

True Synchronization

What is Pulse?

PROBLEM:

Disconnected Systems

13 | The Solutions

What is Pulse?

Loan Origination System

14 | The Solutions

What is Pulse?

Microsoft® Exchange & Outlook

15 | The Solutions

What is Pulse?

SOLUTION:

Manage to a PlanPROBLEM:

Inconsistency

16 | The Solutions

What is Pulse?

SOLUTION:

Push Alerts & Updates

PROBLEM:

Interruptions

17 | The Solutions

What is Pulse?

SOLUTION:

Get to the Cloud

PROBLEM:

No Mobility

Pulse:

18 | Screenshots

PULSESCREENSHOT

S

What is Pulse?

19 | The Solutions

What is Pulse?

WHAT IS PULSE:

Four Core Components

20 | The Solutions

What is Pulse?

PULSE SCREENSHOT:

Executive Specific Homepage

PULSE:

Sales Automation

21 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Critical Information at Your Fingertips

PULSE:

Sales Automation

22 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Loan Officer Specific Homepage

PULSE:

Sales Automation

23 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Alerts dashlet for quick issue resolution

PULSE:

Sales Automation

24 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Over 60 Marketing Campaigns

PULSE:

Marketing Automation

25 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Summary View of All Critical Loan Data

PULSE:

Workflow Automation

26 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Task Management and Milestones

SOLUTION:

Manage to a Plan

27 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Visual Reference for Loan Milestones

SOLUTION:

Manage to a Plan

28 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Easy Visual Management of All Loan Tasks

SOLUTION:

Manage to a Plan

29 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Customizable Email Templates

SOLUTION:

Push Alerts & Updates

30 | Screenshots

What is Pulse?

PULSE SCREENSHOT:

Automatic Loan Update Reports

SOLUTION:

Push Alerts & Updates

31 | Screenshots

What is Pulse?

PULSE ADMINISTRATION:

Roles-Based Permissions

AdministratorManagerProcessorUnderwriterLoan OfficerLO Assistant

32 | Screenshots

What is Pulse?

PULSE ADMINISTRATION:

Enterprise Organizational Hierarchy

33 | Pulse

Less Effort. More Sales.