Now interact with your visitors as soon as they hit your XSite, control their browser and direct them to specific pages, guide reluctant borrowers to the right areas of your site walk them through a loan app in real time, capture their contact info and more – all while staying GLBA compliant – unlike typical e-mail. And, as an added bonus, you can connect to other originators, appraisers, agents and inspectors that will make your client’s transaction faster and easier.
- Know where a visitor is located (i.e. New York City or Tampa, FL) and which page they’re on.
- Start a chat session with web visitors to answer any questions they have, direct them to specific pages on your site, and help them fill out the loan app.
- All contact information you gather in Collaborator flows directly into your XSites contacts –
no retyping!
- Exchange files without e-mail attachment hassles using shared folders in a completely secure, encrypted format – unlike typical e-mail.
- Site visitors can start a conversation with you via your “Chat Online” button on your XSite homepage.
XSites Desktop
XSites Desktop brings your LOS and XSite together as a team and shows you a real time status view of all files in a single, compact, always-on desktop window.
- Seamlessly and automatically imports and
exports loan apps and status between
Calyx® Point and your XSite
- Alerts you when you have a new loan app
(no e-mail to sift through)
- Gives you quick access to all of your XSites
so you don't need to log in
- Lets you see at a glance the status of all in-progress and completed loan applications on
your XSite
In addition, XSites Desktop includes a powerful RSS reader that rotates from top mortgage and real estate news sites so you never miss important information. You can also add an unlimited number of your own RSS feeds.
