Technology On the Go!
loan origination tool that provides a
contact management system designed
specifically for the Reverse Mortgage industry
and shares a database with RV Exchange.
Use your RV Exchange credentials to log in.
Instantly identify the best Reverse Mortgage
financial solution by viewing
all loan detail options side-by-side.
Review all notes associated with your
loans and download any attachments
recorded within the note.
Notifications & Reminders
Stay on top of your business
with built-in notifications and
ability to create task reminders.
Quickly identify all loan parties on a
single loan and view individual details for
Borrowers, Co-Borrowers and more.
Use the Quick Calc tool on the fly
to easily show a potential borrower a HECM or
HECM for purchase scenario from your mobile.
Easily view all details for the
subject property but clicking the
“Property” tab from the Loan Details Screen.
The Summary Screen makes it visually easy
to view the loan’s impact on the borrower’s payoffs
and equity position in the home.
Find what you’re looking for plus
the most recently edited Loan Records
matching your search criteria.
Send a single email from this
Reverse CRM to many email addresses
using your default mail client.
Look up the value and 10-year history
of any property with up-to-date data
supported by an integration to Zillow.
Access your sales funnel anywhere
you can connect to the Internet
from your iPad or other mobile devices.
Best Reverse CRM
Efficiently manage and organize
your activities (Events, Tasks, Opportunities)
for borrowers & referral partners.
Create Loan Wizard
Connects with the RV Exchange database
so contacts can become borrowers with
a click of a button. No more double data entry!
Use new pre-origination statues to better
track the progress of your Leads
and Prospects before they become Borrowers.
Upload all of your contacts
using the Excel (.xls) spreadsheet
and manage your pipeline.