1. Each case will continue to have the case number automatically assigned by the program, e.g. CAS00001240, but Customers (loan modification companies) with existing cases can continue to reference their cases by their original number being stored in the new reference number.
2. If Company is processing more than one case per Home Owner (Home Owners with more than one property) the reference field may identify the multiple cases per Customer by entering the same reference number for all the related cases.

1. Users can create the list of Attorneys that are legally representing each Case.
2. The Attorney can be selected during the initial interview and changed later from the leads and cases modules.
3. Under both, Leads and Cases browsing window, the user can see the name of the Attorney representing each case.
4. Users can generate reports of cases per Attorney (based on user’s rights).

Under the Leads (Prospects) module you may specify the following as your process stages:

• Lead - Just received.
• Reviewed – Waiting for Docs.
• Reviewed – Ready to be transferred to Negotiation.
• Rejected – Pre-Approval failed (rejected by Lender).
• Rejected – Pre-Approval failed (Incomplete documentation).

Under Cases-Negotiation you may want to specify the following stages:

• Just transferred.
• Case requires Forensic Audit.
• Case requires more Documentation.
• Case requires Attorney review
• Closed: Approved
• Closed: Rejected by the Lender
• Change to Short Sale.

Under the cases Archive you can specify different statuses that can clearly identify the result of the process, for example:

• Closed: Approved by Lender.
• Closed: Rejected by Lender.
• Closed: Short Sale.

The users can specify as many statuses per process as required. The specification of statuses allows the user to obtain reports and also to filter cases “on the screen”. For example, users may need to filter cases in need of Attorney Review; this can be easily done by selecting the filtering checkbox and selecting the status “Attorney Review” under the Cases Browse window.

This new feature is part of SX3 Loan Modification Software continuous efforts to improve its software products and provide its customers the highest level of flexibility and control over their business. SX3 is the only software product available today that can offers this high level of flexibility.
 

Some of the reports included with the SX3 Loan Mod Software are:

AGENTS

• General - Commissions generated between dates.
• General - Commissions with open balance.

CASES-NEGOTIATION

• Detailed - Negotiations - First Mortgage - All / per Case.
• Detailed - Negotiations - Second Mortgage - All / per Case.
• General - Cases / Labels / Excel.
• General - Cases / all Negotiators.
• General - Cases / per Lender.
• General - Cases / per Negotiator.
• General - Cases / per Status.
• General - Cases / per Status / per Agent.
• General - Cases Status / all Agents.
• General - Cases Status / per Agent.
• General - Cases due for follow up.
• General - Cases due for follow up / per Lender.
• General - Cases due for follow up / per Lender & Negotiator.
• General - Cases due for follow up / per Negotiator.
• General - Cases grouped per status.
• General - Cases per Advertising Campaign.
• General - Cases per Referring Agent / created between dates.
• General - Cases per Referring Agent / transferred between dates.
• General - Cases with specific foreclosure date.
• General - Collections between dates.
• General - Collections between dates / per Referring Agent.
• General - Collections between dates / per Sales Rep.
• General - Collections forecast between dates (Cases only).
• General - Past due payments as of today.

LEADS-PROSPECTS

• Detailed - Full lead report (Enter Case number).
• General - Collections between dates.
• General - Collections forecast between dates.
• General - Leads / per Sales Rep.
• General - Leads / per Status.
• General - Leads due for follow up.
• General - Leads per Advertising Campaign.
• General - Leads per Agent / created between dates.
• General - Leads posted between dates.
• General - Leads with foreclosure date in “nn” days.
• General - Past due payments.
• General - Summary of Leads by Advertising Campaign / between dates.

SX3 is committed to offer the most complete software tool for the loan modification industry. Make sure to schedule a live online demo!
 

• Leads (Prospects).
• Cases (Negotiation Control).
• Archive (closed Cases file).

One of the main features of SX3 Loan Modification Software is the ease of access to the information on the screen. With the latest release of SX3 V2.0 Sales Reps. can easily access their cases that have been transferred to the negotiation module, this ensure that the Sales Reps. can continuously provide support and updates to loan modification Customers (home owners) when they call for case status.

Sales Reps. can only “preview” the details of each case; they cannot make changes once the case has been transferred to the negotiation window, case updates are reserved to the Negotiators.

SX3 Loan Modification stands for data security. Supervisor users can easily specify which Sales Reps. can preview Cases after they have been transferred to the Cases module.

SX3 is the fastest and more feature rich loan modification program available today. Make sure you schedule a live online demo!

Being the rated 1 Loan Modification Software, SX3 has already incorporated these guidelines into their modification program. Now you can easily specify from the open list of Lending Institutions (Banks) the Front-End and Back-End DTIs (per Lender).

This functionality combined with the Financial Statement module that allows the users to enter actual and proposed situations (multiple scenarios) can easily pre-qualify the customers with simple clicks.

Offering a first class service to your loan modification customers is now easier than ever. Using SX3 v2.0 you can play safe offering a better and more accurate service to your customers by following the federal guidelines.

SX3 Loan Modification Software has released its optional plug in SX3 Web Client V1.0; this new application allows home owners doing a loan modification to check the status and progress of their cases online.

With SX3 Web Component, loan modification companies can now offer their loan modification customers (home owners) a way to go to loan modification company’s website and securely login to check the progress of their case. It is very simple and can be installed and setup in less than 5 minutes.

This web component is 100% compatible with SX3 Loan Modification Software, it only requires to setup a user name and password per customer and they will be able to log in. This new application can dramatically decrease the number of incoming calls from clients for update which translates into savings.

• The best way to keep your data secure
• Backup your data in real time
• Works even when users are logged in SX3
• Program up to 4 backups per day
• Backup your data to local drives or network folders
• Easily restore data from backups
• Establish your disaster recover plan today!

• The module prequalifies the Customer.
• Suggests adjustments to Income to reach specified DTI (Per Lender).
• Shows a graphic (easy to read) bar of the Pre-Qualification.
• Pre-Qualifies the Customer using either the First or Second SCENARIO.
• The user can temporarily change the Front and Back End DTIs to generate possible negotiation schemas.