The Loan Review is a distinct, professional analytical engine.
It identifies re-finance or purchase opportunities several months in advance.

• Search past clients for finance or refinance opportunities.
• Search Title data such as Rate-Rider from Fidelity for finance or refinance opportunities.
• Create and send periodic flyers to keep in touch with existent customers.
• Multiple search criteria including: rate/payment change, LTV/equity change, ARM index change, consolidate 2nd/MI, etc.

Click here for a one page preview of the Loan Review.