- e-Signature
- Client Management (Customer)
- Document Management
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PerfectLO is a loan origination software system that makes the process of applying for a home loan fast and simple. The system includes a number of automated underwriting rules that allow lenders to make loans with less work, and allows ... Read More
A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-signature. It can be used to replace a handwritten signature in practically any process. An e-Signature is an electronic version of your handwritten signature. It's currently the most widely accepted format for signing documents electronically in legal transactions. eSignatures also eliminate the need for printing and scanning of signed documents. With its intuitive design and easy navigation, e-signature makes it quick and painless to sign contracts – providing a limited amount of space for adding a signature as well as using selectable graphics and line patterns.
Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and organization of client interactions and relationships. This encompasses a wide range of tasks including customer service, sales, marketing, and customer support. In simple terms, client management is the process of maintaining positive relationships with customers in order to meet their needs and expectations. One of the main goals of client management is to develop and foster strong relationships with clients. This is done through efficient communication and personalized interactions
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document management. You may save time and money by using document management. Document security, access control, centralized storage, audit trails, and fast search and retrieval are all features included. The documents could be organized by department, vendor, purchase order number or any other business notion that makes sense for your company. Document management systems, unlike file cabinets, store documents in electronic folders that numerous pieces of information can index. This allows users to search for and retrieve documents based on various parameters.
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800-277-1687
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Online
Location
Portsmouth, New Hampshire
PerfectLO is a loan origination software system that makes the process of applying for a home loan fast and simple. The system includes a number of automated underwriting rules that allow lenders to make loans with less work, and allows them to stay up-to-date on their financial picture. PerfectLO can be interfaced with any desktop database program, such as Microsoft Access or Query (SQL Server), and is available in offline versions for users who do not have internet access.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta