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Follow on Google News | SX3 Software Updates: The following list contains relevant Improvements developed to the software.Web Component: An "Update all cases" function was added. Now from the SX3 Options Window the ADMINISTRATOR can force a full update of ALL the Leads and Cases to the web server where Homeowners get updated information about their cases.
By: Yadi Herrera Now from the SX3 Options Window the ADMINISTRATOR can force a full update of ALL the Leads and Cases to the web server where Homeowners get updated information about their cases. This new feature is very useful when the address of the web server changes, with this feature all the cases get automatically updated to the new (or existing) web server with a single click. Simply click on "Update Website" and the next time the SX3 Web Component updates your Web Site it will upload the most recent information of all your cases automatically for you. Web Component from SX3 is the best way to keep your Customers informed. 05/04/09 If you are sending correspondence via certified mail, now you can specify the tracking number and the courier used (e.g. USPS, UPS Next Day, UPS Second Day, FedEx, etc.) and keep this information on file. Now from the Letters module you can specify the tracking number and the Courier used. This will help you track correspondence better and support evidence in case of an audit or any discussions with the recipient. 05/04/09 This new feature will automatically add a note to the negotiations of the related Lenders that were addressed in the email. If you send an email to the Lenders of the First and Second Mortgage, the subject, body of the email and the list of attached documents will be automatically added as part of the negotiation notes of those 2 Lenders. This helps to centralize the control of the entire case and provides more supporting evidence in case you need it. 04/30/09 This is a very complete set of new features that offer an excellent level of control of your cases and provides a very detailed guidance for your Sales Reps. and Negotiators. Using this set of features you can easily outline the entire Modification, Short Sale or any other process that you are controlling in the program, what you want to be accomplished and the tasks that you want to be done under each phase of the process. This can also update the status of the cases online (option Web Component required). Every time you change the status of the Case, for example from "Status A" to "Status B" the program will apply the different tasks defined for the "Status B", step by step including the instructions that the Users should follow. In the following table you can see an example of some of the initial steps (you can adapt the steps and tasks to your own business model). Phase Case Status - Benchmarks Lead Just received Follow the instructions and tasks defined for this status. Make sure you enter the required and completed dates. Verify property address and contact information. Run the address using the 3 Comp websites setup in the program. Verify that the Customer's contact information is correct. Collect signed "Representation Agreement". Ask the Customer to sign the representation agreement. Collect signed "Authorization to Contact the Lenders". Ask the Customer to sign the "Authorization to Contact the Lenders". Collect signed "Client's Responsibilities List". Ask the Customer to sign the "Client's Responsibilities List". Collect signed "Do not Contact Letter". Ask the Customer to sign the "Do not Contact Letter". Contacting the Lenders Establish first contact and collect contact information for negotiations. Verify property address and contact information. Fax "Authorization to Contact the Lenders". Collect Lender Processor's contact information. Lead: 3 Collecting Docs. - Pre Qualification Check list of documents required for the Case. Tip: remember to enter the date that each document was required and completed. Collect documents required (See List). Review the list of specific documents required per Case. Request the documents to the Customer. Mark the "Request: date. Create Financial Statement - Pre-Qualification. Fill out columns 1 and 2 of the Financial Statement window. Review the numbers with the Customer. Pay attention to the HAMP prequalification parameters. Create Assets & Liabilities. Complete the electronic Assets and Liabilities report. Create/Review Hardship Letter. If applicable, use one of the sample Hardship Letters available. Review Hardship Letter with the Customer, pay attention to the chronological order of events and dates. You can customize the entire Statuses and Tasks schema to your own Business model. # # # SX3 Software,LLC 4815. E Carefree Hwy suite 108-176 Cave Creek, AZ 85331 Phone: 602.814.0817 Fax:602.277.6874 End
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