Use the form below.
You can also email us at [email protected]
On a call with a potential client with a new deal? Just click the Add Client, enter their email address, select a template or define the files you need from them. Choose to set up notifications and define timeframes when you need the files.
Client will receive an email from the system with your name in the subject line so they know it’s the Needs List from you. They click the link, and login.
There are 3 ways for the client to get the documents into their folder. By easily dragging and dropping directly into the correct field, by emailing to the deal’s email address, or even faxing them in. Presto! All documents appear in their assigned folder, automatically sorted.
You and your team (already assigned to access your deals upon setup) can check for errors to the docs that have been uploaded and add notes with what needs to be corrected. Instant document previews are available for PDFs.
With a simple click of a green check mark or a red X (and by typing notes in the notes field), you can mark it as completed or still in need of more information.
When a Needs List is sent out, the system automatically tracks what documents the client has uploaded, and what is still missing or needs to be corrected. At an interval set by you, the client will receive Auto- Notifier emails with a quick list of what is missing, and directs them to upload the documents ASAP! You, meanwhile, are just working on getting new business in the door.
Package complete? Click “Download Package” button to merge all files and download.
Once the loan is funded, hit the Funded/Cancelled button and the entire loan file will be archived. If the client becomes a repeat customer you can pull up the old archived folder and use some of the documentation again without duplicating the effort.
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