ShortSale OS
ShortSale OS is a complete web-based customer relationship manager that provides real estate and mortgage professional with its first solution where businesses can customize their own customer contact strategies. Our ShortSale OS incorporates all the features and capabilities of CTOS’s one platform architecture while giving businesses the ability to dynamically toggle from short sale into other industries such as mortgage, auto loan modification, and debt settlement. With the ability to inject multiple staging, now real estate agents can managed their listing with RealEstate OS , negotiate a modification with ModOS, and negotiate their short sales with ShortSale OS. ShortSale OS has a short sale offer wizard that enables businesses to analysis the transaction, create the offer, and generate the required documents all within one interface within minutes. ShortSale OS is also integrated with Zillow and RELAR (Real Estate Liquidation Analysis Report).
- SAS 70 Collocations
- File based security
- Customizable user security access templates
- Dynamic roles and access rights
- Configurable roles
- Direct file security access right
- IP restriction by selected IP
- State Restriction by user and/or role based on Safe Act
- Post Leads for other lead providers into the system
- Post leads from company home page and/or landing pages
- Manage direct mail campaign
- Offer wizard allows you to analyzed the transaction, create offer, generate 2010 HUD I Settlement Form
- Click to Dial with screen pops with date/time stamp
- Outbound Fax Servers
- Auto indexing virtual storage that supports .pdf, .doc, .docx, .xls, .xlsx, .mp3, .wav, .tiff, .jpg, .bmp
- Dashboard view by company
- Dashboard view by branch
- Dashboard view by marketing campaign
- Dashboard view by company sales production
- Dashboard view by sales team
- Dashboard view by sales originator
- Company production reports
- Sales activities status
- Marketing channel performance
- Team Reports
- Individual Reports
- Custom reports available by request
- Auto-disperse leads to sales originators
- Agent availability override
- Performance lead routing
- Customize lead prospecting workflow and dispositions
- Customize triggers for communication
- Set-up and schedule individual work queue
- Company production reports
- Sales activities status
- Marketing channel performance
- Team Reports
- Individual Reports
- Custom reports available by request
One Platform
Bi-directional data exchange increases efficiencies and maintains higher levels of data integrity.
Client Focus
Each touch point is an opportunity to engage with each client and enhance the client’s experience.
Agility
Business workflow should not have to adapt to technology. Our customizable workflow and system features make it easier for you to do business with your clients.
