A major broker network has signed a partnership deal that will provide access to one of the industry’s leading online mortgage dashboard technologies.
“It’s a partnership where Centum will market us internally on their intranet which is used to promote third party service providers,” Phillip Slen, president of Revodoc. “They’ve vetted us and we provide an online dashboard for brokers to manage all aspects of their process; specifically the mortgage application workflow and the due diligence audit compliance.”
The Calgary-based Revodoc was recently featured in CMP Magazine’s Broker Kit Bag.
As a cloud-based mortgage collaboration system, Revodoc helps brokers and their assistants manage deals and workflow – all in one place.
“It eliminates the use of disparate systems that brokers currently use to manage their business,” Phillip Slen said.
“Revodoc is more efficient [because] all the tools are in one place, integrated within the deal dashboard.
“So all your documents, your task reminders, all your communications, workflows, deadlines, deal underwriting – everything is in one place.”
Slen developed the system himself, building it from the ground up specifically for use by brokers.
“It is truly a complete system that handles all the mortgage business from leads to pre-approval to live deals, and sending and sales service,” Slen said. “In between all that, it handles all the deal collaboration documents, management and distribution, task reminders, sales pipeline, audit and compliance.”