Date post: | 12-Nov-2014 |
Category: |
Economy & Finance |
Upload: | focusit-inc |
View: | 1,021 times |
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1 | Introductions
Less Effort. More Sales.
Who is focusIT?
2 | About Us
We deliver “On Demand” technology solutions.
QUICK FACTS:
Established 2002
10 employees + 15 contractors
600+ clients
12,000 end users served daily
Target audience is mortgage and financial services firms with five to 1,000 end users
Currently adding 200+ new users per month
focusIT :
focusIT :
3 | About Us
AFFILIATIONS:
Microsoft® Gold Certified Partner
Nation’s largest Calyx® hosting provider
DMD DataTrac hosting partner
ProLender hosting partner
Ellie Mae hosting provider
PushMX hosting partner
National Association of Mortgage Brokers member
Who is focusIT?
Pulse:
4 | The Problems
THE PROBLEMS
What is Pulse?
Pulse:
5 | The Problems
PROBLEM:
Too Many Apps
What is Pulse?
Pulse:
6 | The Problems
PROBLEM:
Disconnected Systems
What is Pulse?
Pulse:
7 | The Problems
What is Pulse?
PROBLEM:
Inconsistency
Pulse:
8 | The Problems
What is Pulse?
PROBLEM:
Interruptions
Pulse:
9 | The Problems
What is Pulse?
PROBLEM:
No Mobility
Pulse:
10 | The Solutions
THE SOLUTIONS
What is Pulse?
11 | The Solutions
PROBLEM:
Too Many Apps
What is Pulse?
SOLUTION:
Build a Better App
12 | The Solutions
SOLUTION:
True Synchronization
What is Pulse?
PROBLEM:
Disconnected Systems
13 | The Solutions
What is Pulse?
Loan Origination System
14 | The Solutions
What is Pulse?
Microsoft® Exchange & Outlook
15 | The Solutions
What is Pulse?
SOLUTION:
Manage to a PlanPROBLEM:
Inconsistency
16 | The Solutions
What is Pulse?
SOLUTION:
Push Alerts & Updates
PROBLEM:
Interruptions
17 | The Solutions
What is Pulse?
SOLUTION:
Get to the Cloud
PROBLEM:
No Mobility
Pulse:
18 | Screenshots
PULSESCREENSHOT
S
What is Pulse?
19 | The Solutions
What is Pulse?
WHAT IS PULSE:
Four Core Components
20 | The Solutions
What is Pulse?
PULSE SCREENSHOT:
Executive Specific Homepage
PULSE:
Sales Automation
21 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Critical Information at Your Fingertips
PULSE:
Sales Automation
22 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Loan Officer Specific Homepage
PULSE:
Sales Automation
23 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Alerts dashlet for quick issue resolution
PULSE:
Sales Automation
24 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Over 60 Marketing Campaigns
PULSE:
Marketing Automation
25 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Summary View of All Critical Loan Data
PULSE:
Workflow Automation
26 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Task Management and Milestones
SOLUTION:
Manage to a Plan
27 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Visual Reference for Loan Milestones
SOLUTION:
Manage to a Plan
28 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Easy Visual Management of All Loan Tasks
SOLUTION:
Manage to a Plan
29 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Customizable Email Templates
SOLUTION:
Push Alerts & Updates
30 | Screenshots
What is Pulse?
PULSE SCREENSHOT:
Automatic Loan Update Reports
SOLUTION:
Push Alerts & Updates
31 | Screenshots
What is Pulse?
PULSE ADMINISTRATION:
Roles-Based Permissions
AdministratorManagerProcessorUnderwriterLoan OfficerLO Assistant
32 | Screenshots
What is Pulse?
PULSE ADMINISTRATION:
Enterprise Organizational Hierarchy
33 | Pulse
Less Effort. More Sales.