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Revodoc | ca.revodoc.com Reviews
https://ca.revodoc.com
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Revodoc - Revo Mortgage Collaboration System - About
http://www.revodoc.com/about
Revo has revolutionized the way mortgage professional teams collaborate and work with their mortgage deals from start to finish using the Revo Mortgage Collaboration System dashboard. Revo is designed by mortgage professionals for mortgage professionals practicing anywhere in the world. Revo could be used by an individual mortgage broker or a team of brokers working collaboratively sharing administrative assistant(s). Philip Slen, CEO. Is an experienced mortgage professional having worked at two major Ca...
Revodoc - Revo Mortgage Collaboration System - Testimonials
http://www.revodoc.com/testimonial
Lou Salvino, President, Mortgage Broker, VERICO The Financial Forum, Vaughan, ON, Canada. REVO What is it? A deal tracking, document management system for mortgage brokers and agents. This is a real time saver and organizational tool. Knowing where your deal is at throughout the cycle, who is doing what, creating templates with a simple click and having all documents at your disposal is invaluable to any broker or agent. Philip and staff are amazing to work with. Why? Over the last few years I have searc...
Revodoc - Revo Mortgage Collaboration System
http://www.revodoc.com/home
Revo helps mortgage broker teams close more deals and deliver hi-touch customer sales and service. Cloud based mortgage deal dashboard for the interactive mortgage team. Communicate - Coordinate - Collaborate. Do you want to:. Convert more leads and pre-approvals to live deals with. Advanced deal collaboration, workflow, and sensitive deadlines. Advanced deal communication and auto CRM. Advanced conditions and documents management. Advanced sales pipeline report. Independent platform anyone can use.
Revodoc - Revo Mortgage Collaboration System - FAQ
http://www.revodoc.com/faq
What is guest access? Mortgage agent in a brokerage. Mortgage specialist from a bank. No duplicate data entry. Is for mortgage professionals who want to upload and manage documents in Revo. There is no limit to the number of deals the user can create. This package will appeal to many mortgage professionals who want to take secure document management to a whole new level. Guest users who have been granted access rights will be able to sign in and manage deals for the user. What is guest access? A guest is...
Revodoc - Revo Mortgage Collaboration System - Features
http://www.revodoc.com/features
What you currently have:. Leads from lead generation and existing CRM tools. Mortgage professionals in sales and administration working together. Lack of comprehensive technology platform that will help your mortgage team to consistently and systematically convert more leads to sales. Losing sales opportunities from leads and pre-approvals due to missed customer follow up. No available enterprise featured technology that scales and grows with your business at low cost. Revo technology platform will help ...
Revodoc - Revo Mortgage Collaboration System - Tutorials
http://www.revodoc.com/tutorials
Revo Dashboard Overview Demo. Add Deal Introduction Part 1. Add Deal Introduction Part 1.1. Add Deal Introduction Part 1.2. Add Deal Introduction Part 2 Mortgage Details. Add Deal Introduction Part 3 Underwriting Conditions Overview. Add Deal Introduction Part 4 Underwriting Set Conditions. Add Deal Introduction Part 5 Underwriting Upload Documents. Add Deal Introduction Part 6 Underwriting Package Notes and Documents. Add Deal Introduction Part 6.1 Post Underwriting Workflow. Revo Dashboard Overview Demo.
Revodoc - Revo Mortgage Collaboration System - Benefits
http://www.revodoc.com/benefits
Who could benefit from using Revo? Any mortgage professional with or without an administrative team could use Revo. Revo is an independent and customizeable cloud based mortgage deal collaboration dashboard that offers powerful enterprise featured technologies. File audit and compliance. Volume and revenue projection. Supports new hire training. On demand deal progress. Customer Secured Upload Directly To Conditions. Secured, web based accessible anywhere. Website optimized for tablets and smart phone.
Revodoc - Revo Mortgage Collaboration System - Pricing Offerings
http://www.revodoc.com/offerings
Our pricing strategy is to lower the cost barriers to access Enterprise technology for individual mortgage brokers and teams. Want everything except document upload - go for Value Access. Pricing based on owner of the deals per month. Guest access to owner deals always Free. Per User - Deal Owner. Deals with NO Document Upload. Deals with Document Upload What's This? Upload and Manage Documents. Direct Upload By Customer To Conditions and Requirements. Download Link To Recipient. Deal Storage Upto 7 Years.
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