The Worlds One-Stop-Shop for Data Integration, Data Conversion and Office Automation Solutions

Information Optics Corporation began developing office automation and data integration solutions to help mortgage professionals maintain an efficient workplace by reducing "productivity killers" such as duplicate data entry.  Today, we provide these same types of solutions to all industries but we have not forgotten those who helped to get us where we are.  Our products and services are just as important to mortgage professionals today as they were 10 years ago, if not more.  With this in mind, IOC proudly offers a Complete Solution for Mortgage Professionals...

The Loan Officers Edge

For

ACT!

The Loan Officers Edge is a fully featured office automation tool that is a "must have" for mortgage professionals.  In developing the Loan Officers Edge, we tried to encompass everything that a mortgage company would possibly want as far as the solutions that we provide.  The following deliverables are part of the Loan Officers Edge;

1. IOC Client "On Demand" synchronization - This tool allows you to send the current ACT contact on your screen into your Loan Origination Software (LOS) with the click of a button.  The contact will be originated in the LOS as a new prospect

2. InfoOptics UDT  - As new information is accumulating inside of the LOS, InfoOptics senses each change and synchronizes any new or changed information back to the appropriate ACT record.

3. The Loan Officers Edge Layout for ACT - Our ACT layout was designed just for loan officers.  Mortgage specific tabs and fields were created for use with InfoOptics UDT and include;

   • Borrower/Co-Borrower Info

   • Loan/Property Info

   • Agent Info

   • Loan Tracker Info

   • More...

4. IOC Campaign - "The silent marketing assistant" is here to help you keep in touch with your customers and prospects, giving them updates on where their loan is in the process. And other information that is important to them automatically without you having to do a thing.  The basic Active Borrower Email Campaign comes with the LOE solution however other pre - built campaigns are available such as;

   • First Time Homebuyer

   • Closed Loans

   • Leads

   • Greeting

   • Newsletter

   

   To Learn More About the Loan Officers Edge

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