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Allows unlimited potential to edit virtually any document and send it electronically or conventionally. This software is a time saver/life saver.
What do you dislike?
The drawback. The Eraser tool. This tool could use some work as far as the shape of the tool. The option to be circular as well as the normal shape would be of great assistance when editing. A competitor of yours, sorry to mention uses an eraser too that is amazing and I have thought of switching simply for access to the editing qualities of that software. It allows for the one time purchase of their software and I would not pay monthly fees to maintain it either.
Recommendations to others considering the product:
Try out the product and use it!! See what you are missing!!
What problems are you solving with the product? What benefits have you realized?
The editor allows our office to clean up and mark up documents received in our office such as lease agreements or forms attached to a policy which either enhance or negatively impact the clients coverage from year to year. We directly not on those forms in our proposals during renewal negotiations so the client has specifically seen and reviewed how the coverage impacts their insurance needs.
2019-05-21
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does not have some of the functions that would make it even more useful to an insurance agent, i.e. the ability to attach emails and the ability to document conversations for reference and use of other team members
2017-11-20
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2020-12-14
Redo Table in Mortgage Financing Agreement
The Redo Table in the Mortgage Financing Agreement feature simplifies the process of managing your mortgage details. With this tool, you can easily make adjustments to your agreement without any hassle. It is designed to enhance your experience and provide clarity as you navigate the complexities of mortgage financing.
Key Features
User-friendly interface for quick edits
Real-time updates to your mortgage information
Secure and reliable data handling
Customizable fields to fit your specific needs
Robust tracking of changes made
Potential Use Cases and Benefits
Update mortgage terms when interest rates change
Adjust payment schedules based on financial goals
Review historical changes for better financial planning
Collaborate with financial advisors easily
Ensure compliance with regulatory requirements
This feature addresses your challenges by allowing you to maintain control over your mortgage details. Instead of struggling with outdated information or cumbersome processes, you can confidently make changes that reflect your current situation. The Redo Table keeps everything organized, giving you peace of mind as you manage your finances.
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What is it called when you redo your mortgage?
Your home is an investment. Refinancing is one way you can use your home to leverage that investment. There are several reasons to refinance, including getting cash from your home, lowering your payment and shortening your loan term.
What is table funding in mortgage lending?
Lender A assigns the loan to Lender B, who provided the capital. This type of lending is called table funding because the funds for the loan are provided at the table when the documents are being signed. Another phrase often used in exchange for table funding is “wet funding.” The alternative is “dry funding”.
Is table funding illegal?
The practice commonly known as “table funding” is not permitted under the California Financing Law.
What happens when you redo your mortgage?
When you refinance, it means you're essentially taking out a brand new loan on your property, often for the remainder that you owe (but not always). Ideally, this new loan comes with better terms than your old one.
Is table funding illegal?
The practice commonly known as “table funding” is not permitted under the California Financing Law.
What is table funding in a mortgage?
Lender A assigns the loan to Lender B, who provided the capital. This type of lending is called table funding because the funds for the loan are provided at the table when the documents are being signed. Another phrase often used in exchange for table funding is “wet funding.” The alternative is “dry funding”.
Who is engaged in table funding mortgage loans?
Wholesaling and White Labelling are two terms used to describe Table Funding. For example, when a Broker lacks the means to fund their loan but wants to look like a direct lender, they would typically engage in a table funding agreement with another private lender.
What does it mean to table funds?
Logistically speaking, table funding is a specific form of wet funding; when an investor closes on a loan and immediately assigns the loan over to the lender that provided the funds to close the loan.
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