Transition

SPEAR CRM

Everything is documented, managed, and viewed in one place while integrating with Zenith’s loan operating system (Encompass).

  • Alignment of tasks created by dashboards

  • Enterprise wide CRM solution

  • Complete documentation and transparency throughout the loan process

  • Mobile capabilities

  • Lead tracker

  • Detailed reporting

  • Database management

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  • Ability to send handwritten notecards to borrowers and referral partners

  • Ability to send texts through the CRM

Loans in Process

  • Zenith ensures that there is a signed transfer letter from the borrower in every file
  • Each LO will have a dedicated person to work the files and keep you updated
  • A tracking system in SPEAR allows Zenith to easily distribute files back to the appropriate LO once they are live or ensures they get proper credit if the file must close in someone else’s name
  • Zenith can transfer all borrower docs to the LO in BOX once they are live at Zenith

Floify

Floify’s secure mortgage point-of-sale portal provides a web-based access point for your borrowers to interact with their loan from application through clear-to-close.

Borrowers can easily complete a loan application, upload supporting documentation, eSign disclosure, and monitor the status of their loan – in a single, easy-to-use location.

Lastly, and maybe most importantly, Floify provides a responsive design for mobile web browsers, native iOS and Android apps, and LO-branded progressive web apps. They include everything an LO could need to serve a mobile borrower.

Transferring of Databases

LOs that start at a new company don’t want to miss a beat and want to let their clients and referral partners to know ASAP about their move. Therefore, Zenith makes the transferring of databases seamless and efficient.

Once the Greenlight email has gone out and the LO NMLS# has officially been transferred to Zenith, the website will go live and LOs will be able to take online web applications!

LO websites

Zenith provides customizable websites for all loan originators, built within the main Zenith website. The loan originator websites include a personalized biography for each loan originator, headshot, a place for borrowers to apply, option to add video, and more.