Making Acceptable Homeowners Now Using IndiSoft’s RxOffice CMS

Posted by Patrick Barnard on April 16, 2015 No Comments
Categories : Residential Mortgage

Making Acceptable Homeowners (MAH), a nonprofit mortgage underwriting counseling agency, is now using IndiSoft's RxOffice Counseling Management System (CMS) to manage its pre-purchase counseling cases.

RxOffice CMS provides an accessible and secure channel for counselors to communicate with homeowners, creating an avenue for counselors to collect required documents, IndiSoft says in a release.

‘Time management is paramount in our business, and RxOffice CMS has allowed us to streamline and automate communication with our clients,’ says Stephen Lewis, founder and CEO of MAH. ‘With IndiSoft's direct-to-consumer portal, MAH can now upload documents and send important reminders to clients and counselors effectively.’

Prior to implementing the solution, MAH found it challenging to communicate with clients and securely collect documents while tracking the progress from both a counselor and an agency perspective. The agency also had challenges following-up with borrowers in a timely manner.

‘With the vast amount of documentation we need to consolidate, it was essential that we find a CMS that would make this transition seamless and have everything within one database,’ Lewis explains in the release.

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