short sale software - UNDERWATERREALESTATE.COM

Strategic Solutions Short Sale Software


Auto-Generate Docs We have all required forms, docs, and lender packages built in and ready to pre-populate client/bank information. We can also add any customized package or template you provide for your retainer agreements, contracts, disclosures, etc…	Essential Tools for Loss Mitigation -HAMP Qualifier+Calculator -NPV Calculator for Pass/Fail -Net Investor Benefit for Short Sale Offers -LPS’s SiteXData AVM report -Auto-Calculate Lender Losses due to Foreclsoure	Submit and Track Files Online Clients and affiliates can submit and track updates online via your website with support for file uploading. Several version available for lead capture, short or full applications.


Built In E-Signature Get all your contracts, invoices, and documents E-signed within minutes vs. days. Works for any document type.	Create Tasks and Reminders globally Assign tasks to all user types within the system and view them on a shared calendar. The system sends Email and Text message reminders.	Pipeline Management Viewing, sorting and creating custom reports has never been so easy and robust. You can search and pull reports based on file status, type, assigned user, sale date, lender, or any variation you want.

Software Features:

Customer and File Management

UnderwaterRealEstate.com Strategic Solutions™ software is a web based, multi-user loan modification software and short sale software system giving your entire company a 360-degree view of all your borrowers, prospects, and active client files. Achieve instant, real time visibility and enable collaboration across your company with our loan modification software and short sale software systems. You can generate employee reports that show detailed activity within specified date ranges for every file, including # of notes made, tasks completed, and docs uploaded.

HAMP and HAFA Loss Mitigation Tools for Loan Modification and Short Sales

Our loan modification software and short sale software comes with several built in tools to help automate the pre-qualification process, communicate with the banks and effectively present your client’s case. Our system makes it easy to put a full BANK READY package together that will increase approvals and turn times guaranteed! Knowing what and how to negotiate the best deal doesn’t get any easier with our system.

-	NPV 4.0 Analysis with pass/fail results- See Screen Shot
-	HAMP Auto-Qualifier and Proposal Generator Based On HAMP Waterfall Guidelines. SeeScreen Shot
-	HAFA Compliant Short Sale Offer Analysis to Determine Net Investor Benefit See Screen Shot
-	Auto-Calculate Lender Losses Incurred in an Executed Foreclosure- See Screen Shot

Auto-generate Forms, Retainer Agreements, Contracts and custom packages with Built in E-Signture Technology

We have all the built in HAMP and HAFA client ready and bank ready documents, packages, disclosures, and waivers needed for loan modifications and short sales. With one click, you can have packages auto-filled with client and bank information. If we don’t have a document, we’ll add it! And if you need something custom designed for your company or your affiliates, we can handle that too!

Sample Documents and Packages:

•	Form 1126	•	4506-T	•	Legal Contract
•	Retainer Package	•	Client Summary	•	HAMP and HAFA Docs
•	3rd party authorization	•	HAMP RMA	•	Proposals/Offers
•	Schedule of Real Estate	•	Payment Form	•	Document Checklist
•	Non-HAMP	•	Short sale packages	•	HAFA Package
•	Short Sale Agreement	•	BANK READY HAMP Qualification

Online Submission Portals

Allow your clients and affiliates to submit their full scenarios with file uploading capabilities 24/7 through your own private labeled web form hosted on your website. We have several versions of a secure, online submission portal for quick lead capture, complete file submission, or robust Do-It-Yourself System to auto-generate a bank ready loan modification package or short sale package for Realtors or direct homeowners.

Online Self-Service Portal for Branches, Agents, and Customers

Our system is built with multiple levels of users for maximum scalability and visibility. All users can access the system to see, edit and administer their own files, depending what settings are selected per user. Private label versions of these portals are available in the Enterprise edition.

Sales and Lead Management

Our loan modification software and short sale software manages your customer relationships by automating communications and by fostering collaboration for customer reps and managers to track, distribute, and manage customer information. Built in mass Email marketing and auto-responders will easily convert prospects to customers to dramaticallyINCREASE ROI. We can also integrate with 3rd party applications like leads 360, lead point, Etc…

E-mail Marketing Software with a triggered autodialer

Through our partner company www.Tele-mail.com, bulk Emailing has never been cheaper, easier and more innovative. Tele-mail has triggers that facilitate live call transfers triggered by opens or clicks. Imagine sending an email to a nice lead list and automatically generate live calls bridging your sales team to interested leads instantly. This is patent pending technology that you will NOT find with any other web based Email marketing software. Contact them today and mention TheLoanPost for a 15% discount.

checklist Strategic Solutions Short Sale Software

Approval Management: File Status, Sub-Status, and Notes

Manage the approval process for loan modification and short sale files with ease. All users can see the primary status (In Bank, In Processing, In QC), sub -status (missing docs, pending signatures, pending borrower confirmation, etc…) and view detailed notes entered by staff. Built in safeguards allow for private and public notes, which determine visibility by the client and agents. Robust reporting tools, will allow you to export via Excel and track sale dates, approval dates, and any important information needed for compliance or analysis.

icn trial Strategic Solutions Short Sale Software

Task/Reminder Management with Shared Calendar

Creating and tracking tasks or reminders in our loan modification software or short sale software system is critical to manage any short sale or loan modification business. Our system lets you create tasks for yourself or any users associated to a file, including the client, agent, branch manager, or any back office employee. Reminders are sent via Email and/or text message to the assigned user. Each user has their own calendar to see what tasks are assigned to them, while manager can see ALL tasks globally. The centralized calendar can be used to quickly see many date sensitive items like, pending tasks, billings owed, commissions owed, and most importantly sale dates.

Website Integration or Custom Loan Modification Websites and custom short sale websites

Our loan modification software and short sale software system makes it easy to integrate private labeled submission forms and login portals for your users on your website. If you don’t have a website, we can set one up for you. Choose from our gallery of website templates that are content ready for loan modifications, short sales, and Do-It-Yourself loan modification or Do-It-Yourself short sales. All our sites come with a content editor, to make it easy for beginners to edit and change content on the fly.

NewsfireFlames Strategic Solutions Short Sale Software

HAMP Program and HAFA Program Guidelines and Updates

The government is continuously updating the HAMP Program and HAFA Program, specifically relating to principal forgiveness or forbearance, NPV calculations, HAMP Waterfall or “Alternative Waterfall” techniques, and many other details on loss mitigation best practices for lenders and servicers to follow. You should know when, where, and how to find these updates.
Our system will auto-calculate pass or fail results for the latest NPV 4.0 formulas modeled after treasury’s guidelines.

Featured business tools for loan mods and short sales:


Auto-Generate Docs We have all required forms, docs, and lender packages built in and ready to pre-populate client/bank information. We can also add any customized package or template you provide for your retainer agreements, contracts, disclosures, etc…	Essential Tools for Loss Mitigation -HAMP Qualifier+Calculator -NPV Calculator for Pass/Fail -Net Investor Benefit for Short Sale Offers -LPS’s SiteXData AVM report -Auto-Calculate Lender Losses due to Foreclsoure	Submit and Track Files Online Clients and affiliates can submit and track updates online via your website with support for file uploading. Several version available for lead capture, short or full applications.


Built In E-Signature Get all your contracts, invoices, and documents E-signed within minutes vs. days. Works for any document type.	Create Tasks and Reminders globally Assign tasks to all user types within the system and view them on a shared calendar. The system sends Email and Text message reminders.	Pipeline Management Viewing, sorting and creating custom reports has never been so easy and robust. You can search and pull reports based on file status, type, assigned user, sale date, lender, or any variation you want.

Our Short Sale Software Features

UnderwaterRealEstate.com’s Strategic Solutions™ Software is a multi-user software that gives your entire company a 360-degree view of each of your customers. This allows you to maintain knowledge of every customer and lead, track stats of branch and agent submission volume and track your back office employee productivity. You and your reps need solutions that make their jobs easier, not more complicated. Strategic Solutions™ Software provides fast access to client file data and generates Excel reports based off broken down, detailed reports.

Click for Screen Shots

What’s in the File?

A full file in the system includes information for both borrower and co-borrower like contact information, mortgage information, itemized income/expenses, hardship explanation, and answers to about 15-20 critical questions. Additionally, tools are built in the file to help calculate a HAMP or HAFA proposal for loan modification or short sale respectively.

1 pipeline Our Short Sale Software Features

Click for Screen Shots

The Pipeline: Complete view of your customers and leads

The pipeline view page allows back office employees, agents, and to have a bird’s eye view of all files without having to toggle through multiple customer records. The layout empowers users with instant information, including:

•	Record grouping (group by, sales rep, status, sale date, and dozens more!)
•	Advanced sorting and filtering
•	Date of last activity (last time anything was done on a record),
•	Number of past due days for money owed
•	Which files have not been updated since day 3, 5, 10, 15, Etc…
•	Portal activity (whether a customer has registered paid and viewed their package.)

2 pipeline2 Our Short Sale Software Features

Click for Screen Shots

Built In Shortcuts

CRM software systems should be fast and easy to use, so we built shortcuts to commonly used task per file in the dashboard and pipeline, like:

•	Dashboard links to Calendar of task/reminders, document library, billing/commissions, system updates, user profiles/system settings, lender/servicer directory, help, and calculators.
	From the Pipeline:
•	Duplicate a file to avoid re-entering data for client with multiple cases
•	Send Email from the Email template library (Welcome Emails, Thank-you, Reminder, Etc…)
•	Email Status Update Link
•	Generate a report on the file to see assigned users, completed tasks, notes, and email history
•	Update File Status, Sub-Status, and add notes
•	Upload Files- Documents, Reports, Appraisals, Etc…
•	Assign QC, Processor, Negotiator, Attorney, and Manager to file

Create Tasks and Reminders for all user

Creating and tracking tasks or reminders is critical to manage any short sale or loan modification business. Our system lets you create tasks for yourself or any users associated to a file, including the client, agent, branch manager, or any back office employee. Reminders are sent via Email and/or text message to the assigned user. Each user has their own calendar to see what tasks are assigned to them, while manager can see ALL tasks globally. The centralized calendar can be used to quickly see many date sensitive items like, pending tasks, billings owed, commissions owed, and most importantly sale dates.

E-mail Marketing Automation

Now you can easly send mass E-mail communications to your leads, prospects, and customers. You can even setup “work flows” to send a series of emails over a set period of time. Upload your templates, set the time intervals to go out, save the work flow name, and assign the workflow to your leads or customers.

Add an UNLIMITED number of customer files and leads

You can add an unlimited number of customers and leads at no extra costs. Companies can now offer telecommuting and work from home options to employees and staff. Strategic Solutions™ Software advanced roles and permissions system lets you control what each user has access to and what actions they are allowed to perform.

More Features

•	Globally maintain notes on each file. The system will automatically time and date stamp with the user’s name entering the note.
	Manage customers and leads as a team. Define all the people involved in managing the record, along with their respective roles such as “Negotiator”, “Processor”, “Attorney” or “Agent”
•	Search client files by any keyword in the file from their address phone #, loan #, lender name, Etc…

Next Step

Once you truly gain full visibility into your company’s customers, you’ll never want to go back to the dark again. We guarantee it. Sign up today!

Filed Under: short sale software Tagged With: short sale software, short sale solutions

Short Sale Software Signup

We are proud to introduce our revolutionary new short sale software, Stratigic Solutions™. Unlike some of our competitors, Strategic Solutions™ was not developed by a group of programmers who created what they thought a Realtor would need. It was designed by individuals who have closed hundreds of short sales and know what it takes to close a short sale and when you are just wasting your time. We maintain active short sale listings so we stay on top of current best practices and integrate them into Strategic Solutions™ software. Elevate your career and start using Strategic Solutions™ today!

Strategic Solutions™ software gives YOU the ability to:

Close more short sales with our step by step program!
Web based platform lets you log in to your virtual office from any location.
Save time!!! So you can make more money!
Limit your legal liability, while protecting your client.
Improve communication between all parties(agents, sellers, buyers, escrow & attorneys)
Create a paperless work flow
Store unlimited files
Create custom documents
Access to one click market analysis reports.
Powerful & proven lead generation easily integrates to your own web site.
Gives you access to the legal letters to keep your short sale moving.
Gives your clients a private log in where they can stay up to date on their file.
Increases customer confidence in your ability to close a short sale.
Creates a complete client management system.
Contacts for over 250 lenders and servicers.
Integrated forms for 35 of the top lenders.
Launch email drip campaigns to new potential clients.

This is the last real estate software you will ever need to purchase!

Imagine you have a new client…You send them to your website or send them a link in an email to get started. The client completes an online form, that asks them simple straight forward questions. The client is asked to upload additional information required by their lender. A short sale package, including a customizable hardship letter is auto generated based on the clients answers. (clients love this feature)

How much time does that save you? No scanning, faxing or printing, but it gets better. The auto generated short sale package is also digitally signed by your client. Even if the clients lender will not take digital signatures, the client can print the forms and sign next to the digital signatures and initials. No missing signatures or incomplete forms. Strategic Solutions™ then allows you to send an efax directly from the file to the lender.

You may sign up for the software only or you may sign up for our Certified Advisor Program.

Membership is monthly. No long term contracts
You may cancel at any time with 30 day notice.

Filed Under: short sale software Tagged With: short sale software, Short Sale Software Signup

Short Sale Software – The Best in the Industry

Strategic Solutions™ software is the best short sale software in the industry.