LoanAce TEAM™ provides broker/owners and managers with a Managers’ View of the entire company pipeline. 

Our technology works in conjunction with both LoanAce Standard and PRO to give your company private access to every loan within your organization accessible from anywhere.

TEAM has all the tools a manager needs to ensure compliance while managing productivity and volume.  

• Manager’s View - LoanAceTEAM™ gives you tracking tools such as a Pipeline View to track loan productivity. You can sort loan files by mortgage originator, follow lender performance, track LTV and review appraisals. LoanAceTEAM™ is an effective mortgage management system for mortgage brokers, broker owners and branch managers in the mortgage loan, purchase and refinance industry.
   
• Audit from Anywhere Online – View all files within your pipeline via the web based interface in real time.   
   
• Pre-funding Audits - You can audit any loan throughout your company at any point in the loan origination process regardless of location.
   
• Report Generation – Track monthly loan volume, average loan amount, lender analysis and more.  Important data needed to manage your business can be compiled into a single report.
   
• Audit Trails - TEAM automatically tracks all data changes in a file giving you a complete audit trail from origination to funding.  Each time data is updated in LoanAce, is the change is notated in TEAM with a time-stamp.   
   
• Store Scanned Documents – Scanned documents attached to LoanAce files are copied to TEAM, providing a permanent record of all paperwork related to a loan.  This provides you with a complete electronic version of a closed loan instantly viewable online.
   
• Simple Integration - All data fields in LoanAce are in XML format, simplifying integration into other applications
   
 

To view a brief demonstration video click here