Flatworld Lender Contact Solution

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LENDER CONTACT SOLUTION FLATWORLD SOLUTIONS INC.

Transcript of Flatworld Lender Contact Solution

FLATWORLD SOLUTIONS

LENDER CONTACT SOLUTIONFLATWORLD SOLUTIONS INC.

FLATWORLD SOLUTIONSCreated and in use by a Florida Attorneys actual short sale / loan modification operation dedicated to client service

Goal of Profit Enhancement

With Seamless Integration

And Fast Implementation

Using Experienced Industry Knowledge Professionals

THE PROBLEM OF COST /TIME1.Drawn out time-line from initial contact with lender to final resolution.

2.High cost to continuously deal with file to bring it to final resolution.

3.Inefficiency at lender / telephone wait times and missing documents.

THE SOLUTION TO TIME-LINE COST CONTROL1.Decreasing time and payroll cost to contact the lenders on continual basis.2.Follow-up and remedial actions are known sooner and implemented faster.3.Shorten the time-line higher cost staff touch the file fewer times resulting in higher profit per file.4.Trained professional added or replacement staff without the cost of infrastructure and commitments.

THE FLATWORLD SOLUTIONCreation of additional trained staff

Reliable and simple software solutions for tracking and communication

Seamless integration of staffing

Cost savings plus increased productivity creating greater profit

RELIABLE SYSTEMS AND SOFTWAREUsing world standard cloud solutions such as Skype and Google applications to communicate across the globe in real time.

Creating a next desk environment regardless that the next desk is 20 feet away or 6,000 miles away.

Home office quality and production without overhead, rent, payroll, or infrastructure.

FLATWORLD TRACKING SYSTEM forLENDER CONTACT SOLUTIONSTask List Entry FormTask List Lender Follow Up Log Sheet Entry FormLender Follow Up Log SheetClient NotesCalendar RemindersInstant Messaging and always on Voice Chat

CREATION OF TASK LISTSUse the Flatworld Task List Entry Form to upload file info to the Follow-up Team

Use of the Task List Template gives the Follow-up Team specific yet simple instruction as to what file needs attention and what type of attention it should receive.

THIS IS WHAT THE BLANK FORM WOULD LOOK LIKE WITH FIELDS TO BE FILLED IN BY THE HOME OFFICE. CERTAIN FIELDS CAN BE PUT INTO DROP DOWN MENU FORMAT.9

HERE YOU CAN SEE AN EXAMPLE OF INFORMATION THAT MAY BE GIVEN TO THE FOLLOW UP TEAM10

THE TASK LIST ENTRY FORM INFORMATION IS AUTOMATICALLY ENTERED INTO THE TASK LIST AND NUMBERED. 11

REPORT ON CONTACT ACTIVITYFollow-up Team perform item on Task List by contacting lender.

Follow-up Team enters information on Lender Follow-up Log Sheet Entry Form.

Home Office will view Lender Follow-up Log Sheet to find out the status of the file with the Lender contact.

Agent enters specific information that is then automatically time stamped and posted on the Lender Follow-up Log Sheet.

Home office staff uses Lender Follow-up Log Sheet to integrate to Client File, creating hands-on phase at home office and keeping home office staff involved in daily results.

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SELF FOLLOW UP / DIRECTED FOLLOW UPBoth directed and self initiated work is monitored through the Calendar System. Both the remote agent and the main office can monitor tasks using the Calendar System. See what is scheduled to happen and when. Add time / date specific tasks. Monitor in real time right on the staff desktop.

COMMUNICATE LIKE YOU ARE IN THE SAME OFFICESkype offers reliable instant written messaging and non-telephone contained voice calling features.

Since most agents and staff are constantly on the phone, instant messaging of a question or problem is immediate.

Complex resolution available between desks just by internal voice connection on Skype using basic headsets / speaker / microphone.

Our experience is 90% of issues are handled by instant messaging alone.

FLATWORLD SOLUTIONS = GLOBAL EXPERIENCE +

RICHARD ZARETSKY, ESQFLATWORLD SOLUTIONS

1655 Palm Beach Lakes Blvd, Suite 900West Palm Beach, Florida 33401

Telephone USA: 561 972 8799Email - [email protected]