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MAIN SCREEN
The main screen also known as the contacts screen contains all the main elements in plain view so you do not have to "walk" through a myriad of screens in order to achieve the results you want.
Lets say you want to select all clients in a certain state. Simply click on the black arrow beside the state field and the database will be filtered by that state. You can achieve the same results with the name, company, city, zip code, country, referrals, related to, sales source and all the user defined fields plus other places.
Try that with your existing CRM system.
Check your clients address against the UPSP for an accurate returned address then click on the MAP button to display in your internet browser a map of your clients address.
See, at a glance, the next contact schedule for the client including recurrent dates.
Create your own groups to retrieve information instantaneously based on present selection of records.
Record a Voice Memo for those notes that are either long or difficult to type or if in a rush. If you call your contacts and prospects frequently, you can also use our Voice Memo to record and play back onto their voice mail any message, or series of messages you want. This alone can save you undue stress of constantly re-telling the same story to all those voice mails.
See client invoices, go to clients website and send personalized-data-merged emails all from the contact manager screen
Another very useful feature is the ACTION BUTTONS. These buttons located beside most User Defined Fields act differently based on the information in the fields. For example if the field contains a URL it will open the internet browser, if an e-mail it will open the e-mail system with the e-mail in place, if a program or document it will open the correct application, if a phone number it will try to dial the number, if it contains a contact ID it will jump to that contact, if it contains a music it will play it.
The Virtual Action Button option allows you to process what?s in your clipboard. Then by pressing Control+3 (one of our shortcuts) it will act like the content is in a regular field. For example: you find a phone number in a website, you highlight it, copy to the clipboard (Control + C) and press Control+3 and the program will dial the number for you, Try that with your existing contact manager or CRM system! Mortgage Money Machine is all about convenience and being versatile. It allows you to accomplish what you have in mind.
How many times have you used other software programs and wanted to accomplish something that became more difficult than you ever imagined? How many times have you wished you could simplify your business tasks?
Welcome to our program which allows you to accomplish things that you could only dream about with other software. You will need to spend at least an hour or two to familiarize yourself with its unique look and feel.
As with anything worthwhile, there is a bit of a learning curve, yet, isnt it better to spend an hour at the beginning to save hundreds or even thousand of hours while working in within a much more efficient and effective environment?
The majority of buttons are color coded i.e. Green for safe buttons, yellow when you need a little more awareness to use them and red if some potential risk (like deleting data).
And this is only the beginning, keep reading...
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Loan modification center
Now you can do Loan Modification with less effort and quick results for your customers. This area have features like information forms, required documents checklist form, letter of hardship, authorization form, client's responsibilities and working agreement. Also it is possible create unlimited templates (letters to merge) to send to the Banks and to your clients.
Additioanlly, there is a function where you can refer the client to Loan Modification Companies with one click and in return you will receive a referral fee.
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CONTACT MANAGER.
In addition to all regular fields you have a Referral field, a Related To Fields a Sales Source Field, a Keyword Field, etc.
Also, Card information is included in this section. You can charge Cards too from several gateways.
You can assign a Sales Person to every client and automatically calculate commission on those when Invoices are paid and automatically records those commission in the Accounts Payable area ready to create the payment checks again automatically.
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CONTACT INFORMATION
"...your basic fields"
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TEMPLATES MANAGER
add one template or a thousand..":
In the Templates Manager you will find all templates needed separated into Categories. You can have unlimited Categories and unlimited templates (letters) inside each Category.
You can even enter your own comments (between double brackets) that will be ignored when printing or sending emails.
You can duplicate the templates at the touch of a button therefore making it very easy to modify them to suit your needs.
To enter fields to be merged at time of printing, just click the buttons that represent those fields from each of the four databases .
If you like, you can enter an electronic signature (a picture) of your clients signatures to save time.
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EMAIL SYSTEM
"your dream just come true..."
Have you ever dreamt of some essential features you wish Outlook would have?
Our program includes a complete and integrated Email System that replaces Outlook and has some special features.
For example when you are positioned on a contact and go to the Email System, all the emails sent, received and linked to this contact will be shown and this is only the beginning.
Also, you can edit mails received, this is ideal when you want to make a quick note remind yourself what to respond later.
Also you can add private notes to emails and even a voice recorded memo.
See the headers with one click or open the email to full screen with one click for easy viewing or editing.
Attachment can be run directly with one click.
Integrated search system that includes all emails (TO READ, READ, SENT, DELETED) in one place for easy viewing.
Powerful Rules Manager allows you to avoid SPAM or even extract information from emails and then create a new contact based on that information and to Auto respond automatically using any of your preset templates.
Sort by any field with ease without losing the date order.
Classify your emails by groups, use unlimited groups and then select any groups with ease and much, much more...
You have a powerful search system and handy shourcuts that can do usual searches in one click.
Having 100,000 (one hundred thousand) e-mails in not a problem for our program. Try to do that in your web-based e-mail system or in Outlook.
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AUTO MESSENGER SYSTEM.
Consider this like an auto responder on steroids.
You can set unlimited series of letters (newletters, follow-ups, etc) to one or many clients in one click even automatically in response to e-mails received by means of the Rules Manager.
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TELEMARKETING SYSTEM
"Telemarketing made easy."
Do you remember an occasion where your needed a price list in a hurry or maybe a telemarketing script to impress a customer with the right sales speech.?
Then just click the scripts button You have 15 different scripts at your disposal with your clients information at the right of the screen to be updated at a moment notice
You have, at your disposal, 20 different telemarketing groups (like Busy Call, To Call again, Out of Business, etc) where you can analyze how many you have for selected records with one click.
There are a couple of special features like the ability to display two scripts at the same time and also the ability to display the actual data for the script. In this way you can read the script in a natural way like "Hi, Mr. Smith..." instead of having to see "Hi, Mr (prospect name)".
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INVOICE SYSTEM
"...fast and easy"
Our program includes a full-featured Invoice System with features not even found in professional invoice systems.
You can create products or services invoices.
It has a 20 one-click-groups so you can classify your invoices any way you want.
It has a powerful search system with special features like finding Clients based on Invoice selected. So, for example you can create a selection of clients that purchase 9 nine times in the last year in just a couple of clicks.
The Invoice System interacts also with the Products Manager so your inventory is updated in real time.
Also, it interacts with the Accounts Receivable creating them and changing the status and balances as appropriate and with the Accounts Payables creating payables based on commissions due to agents that referred clients.
You can charge Cards using the Gateway Interaction System incorporated into the Invoice System.
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PRODUCTS MANAGER & INVENTORY.
Here you will add your products and services including if they are taxable and also you will manage the inventory.
Our program manages the Inventory based on the status of the Invoice so if the invoice is Void or Quotation it wont affect the inventory.
You can print catalogs from the Products Manager
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ACCOUNT RECEIVABLE.
" ...dont forget who owe you money "
Control recurrent payments with ease.
Charge cards directly from the Receivables System or create a Check Draft to pay for a receivables with just one click.
You can created Recurrent Payments for any amount of time and any number.
The receivables and "in-sync" with the Invoice System, so a receivables will be created when an Invoice is for better control.
Set it up and youll always know what your clients owe you.
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ACCOUNTS PAYABLE.
Our program has a commission system of unlimited levels hat is triggered when invoices are paid so automatically Payables are created.
You can control all your payables in this area including recurrent payables and create checks to pay for those in one click.
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CHECKS WRITING
Print checks in blank check paper, do not need to buy pre-printed checks. Use versa check 3000 or 1000 format or compatible.
You can print blank checks to fill-in by hand or already filled-in checks from your company information and your clients data.
Also, create Check Drafts that you can deposit in your bank without your clients signature.
Control unlimited Bank and Card accounts.
Full reconciliation system that advise you "with words" any discrepancies in with your Bank / Card Statement.
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BANK ACCOUNTS.
This is the area where you create your Bank Accounts (unlimited) and also where you can print empty checks to be fill-in by hand.
Have all the data from your Bank Accounts in one place.
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BANK RECONCILIATION.
This is the area to reconcile your Bank and Card accounts.
Our program has a special feature that will tell you with works 9not only with numbers) where is the discrepancy in your reconciliation. It is so easy...
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BANK REGISTER.
The Register is color-coded so you can see, at-a-glance, which transactions are checks, deposits, debit notes and notes.
Also, create recurrent transactions with ease.
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BUDGET CENTER..
This section is a powerful yet easy to use budget manager.
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CREDIT CARDS ANALYZER.
Enter all cards and ask the system to sort them based on which ones should be paid first either to improve your score or to save money paying the one with higher APR first.
The analyzer can be used for every client too.
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LOANS AMORTIZATION CENTER.
Calculate different payment scenarios for every possible loan including extra payments recurrent or isolated.
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TROUBLE TICKET SYSTEM & FAQ.
"Frequently Asked Questions and Support System."
This is a support system for your clients.
You can have unlimited Categories and then, unlimited questions and answers for each Category.
You can even personalize the Answers with your customer name, Email etc. So, for example, a customer calls or send an email, you immediately click the F.A.Q. button and select the correct answer for him and answer it or email it showing efficiency and care for your customer. Now, you have a satisfied customer.
You can even record your answers and play them in the phone for your customers directly from your computer.
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VIRTUAL FILE CABINET
"use it for your collections of anything..."
Use the Virtual File Cabinet section for all kinds of collections like AS SEEN ON TV REMINDERS, AUDIO MESSAGES, AUDIO PHONE CONVERSATIONS, BANK ACCOUNTS, BOOKS LISTS, MARKETING CAMPAIGNS, CREDIT CARDS, DOCUMENTS, DOMAIN LISTS, GOOGLE SEARCH LISTS, HEALTH TIPS, IMAGE LISTS, VIDEO LISTS, PASSWORD LISTS, SOFTWARE LISTS, AUDIO COURSES, SUBSCRIPTIONS, THINGS TO BUY, THINGS TO RECEIVE, URL LISTS, TRAVEL CHECKING LISTS, ETC.
You can personalize the fields label and their contents. For example, use it to have records of all your cards, program passwords, domains owned, programs installed in your computer, group of emails, inventory items, travel check lists,even Videos and Pictures, Word Documents, Excel files, PDF files, Music, etc. so for example if the field contains an URL it will open the internet browser, if contains an email it will open the email client, if a program or document it will open the correct application, if a phone number it will try to dial the number using your TAPI system (if installed), if it contains a contact ID it will jump to that contact, if it contains a music it will play it, otherwise it will try to do a search in Google with the word(s) in the field (ideal to have search list of everything) all this from the same button without any further intervention.
You can link it to any contact, and therefore, have unlimited fields or lists for that contact, maybe a list of phone recording conversations with this client.
You can, for example, click on the open icon and import a complete folder with music with one click then play it in the background while you work in other task. Also, you can import a complete folder (or just one file) with pictures and see them as a slide show or catalog view (80 images at a time) or keep them in segregated lists for further use.
Imagine lists of Google search words for fast researching or having a hundreds of phone numbers from a particular company without interfering with any other space. Additionally, there is a very special feature where you can export segments of the contacts database to your hard drive and keep a quick reference in the Free Forms section ready to be retrieve at your command.
For example, imagine you importing thousands of emails for a promotion and after sending them your "personalized" email being able to save them silently to your hard drive without taking speed from your main database but ready to be retrieved at any moment for a new promotion.
Do you know that you can records unlimited Phone Conversations (check you local laws about recording conversations) directly with the software recording capabilities and then, add notes to them?
You can also manage your images and video lists (yes you can play videos (AVI and Quicktime) inside the software.
That is convenience...
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DOMAINS MANAGER.
Our program includes a full-featured Domains Manager.
Use it to control the data, expiration dates and relevant data for all your domains (unlimited) including pictures of your domains.
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WEBSITE COMMUNITY BUILDER.
This unique area allows to build and control unlimited website with one click.
For example imagine that you have many websites that share all or some pages and that you make a change in one or several of those pages, normally it would be a very time consuming task to upload those changes into your websites.
With our program if would be just one click to change all those pages in all websites allowing you to have website communities never before possible.
Our Website Community Builder also features an internal html editor so you can edit your webpages inside the program.
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TRACKING OF MARKETING CAMPAIGNS
"Track All Your Marketing Campaigns with Ease.."
Enter unlimited Marketing Issues and then, unlimited Campaigns inside each Issue.
Track Conversion Rates and Profit and Loss for each campaigns or consolidate all your campaigns for a "Big Picture"
Also analyze the ROI (Return on Investment) of your marketing campaigns so you can decide which ones are profitable or not.
You can combine online marketing campaigns with off line marketing campaigns for a unique and total one-place solution
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MARKETING STRATEGIES MANAGER.
Consider this area as a holder-reminder of all your marketing strategies.
For example record that you need to resubmit your website every six months or that you need to review certain marketing campaign every month, etc.
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FOLLOW UP SYSTEM
How would you like to be able to track due dates on tasks to check their compliance.
For example, buy something and set the due date in two weeks and the follow up system remind you what is due and when. Ideal for Internet purchases.
Its uses are endless.
Includes a running balance for those follow-ups related to money.
You can check all due item for all clients with one click.
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GATEWAY SYSTEM
...something that you need without knowing it"
The Gateway System is a simple and unique way to interact with you Internet Merchant Account from the software without having to retype anything.
It works with all Internet Merchants Gateways that allows the use of an HTTP form (Network Merchants, Linkpoint Central, Dow Commence, Pay Simple, Plug n Pay, etc).
You can use unlimited gateways so potentially it is possible to charge one client using Network Merchants gateway and another using Linkpoints.
So, for example, you receive a form with information about purchase, ---name, address, card number, etc) simply parse it (see parse section) and click the card logo to interact directly with your Internet Merchant Provider without having to type and retype any information
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PARSING SYSTEM
"...now you can really import anything.."
The parsing system allows you add customers and related data automatically with one click from formatted or unformatted text, HTML pages, emails, etc.
For example, imagine you making a sale over the Internet and receiving a confirmation email.
In other software, you would need to add a customer and retype the information with the Parsing System you simply click the parsing button and the customer is added and all the fields are populated automatically from that email.
Some uses are: entering information from HTML pages into the Contact Manager, like eBay, PayPal, etc. Entering information from emails, formatted or unformatted lists, completing information in already existing customer like a new sale, new phone numbers, etc.
Possibly, the most important use is to have a form in the Internet to receive prospect and be able to create a new record and populate all the fields automatically in the program.
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KNOWLEDGE DATABASE
"All you need to know .."
Use is to save any piece of knowledge that could be useful in the future.
It has a powerful search system that allows to find any piece of data with ease.
Use it for your company policies, to train new employees,etc. It uses are endless.
You can add, unlimited categories and unlimited subjects inside each categories.
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RESOURCES, EVENTS, AND PROYECTS.
In this area every agent can have their own personal tasks/events in a calendar-like environment.
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Online Calendar Monthly.
Calendars created in the program can be exported online into your own domain to distribute information like webinars, events, control interoffice and many more.
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SETUP. " Labels "
Here is where you set the labels of the One-Click-Groups in Contacts and Invoices.
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SETUP." Import / Export "
In this area you can import thousand of contacts in seconds from many different formats.
It is possible to import Contacts and Invoices with Inventory from Quickbooks© (third party software required)
In this area you can control your Backups (even recurrent) with ease and much more.
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SETUP." Internet "
In this area you will enter all your FTP coordinates plus many Internet-Related tools.
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SETUP." List "
In this area you will enter / modify the several lists in the program like: STRATEGY STATUS, COMMISSION LEVELS, AGENDA CLASSIFY, MARKETING TYPES, FOLLOW UP TYPES and PHONEBOOK CLASSIFY.
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SETUP." Miscellaneous "
In this area you can set the parameters to use the Caller ID functionality among others.
With a simple modem you can let the program advise you whose calling and jump to the client with one click plus dialing from the program is also possible.
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SETUP." My Company Info "
In this area you enter you Company information. You can have unlimited companies in this area and switch among companies in a couple of clicks.
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GOALS MANAGER.
This is a motivational area to control and encourage you to achieve your own goals.
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DAILY TASK.
Coming soon..
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PERSONAL AGENDA
"Maintain your personal schedule with ease."
In addition to many other schedule tools, you have a separate section to maintain your own agenda.
As opposed to other agendas where you have to jump through a variety of windows just to enter a message, our agenda shows you everything in one screen, the calendar, your messages, days with messages, recurrent messages, etc.
You can have recurrent message even by the hour and also mark how many times you want this recurrent event to happen. Like, for example you can indicate to remind you of your car payment for only 15 payments and then stop.
Update all messages to todays date with one click and much more... and you dont need a microscope to read your messages
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HANDS ON TRAINING SYSTEM.
With this unique system you will be guided in some areas of the program so learning it becomes easy and fun.
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SNIPPETS
"Lazy to type? Snippets to the rescue."
Snippets are short (or long) phrases or paragraphs that you can insert in many of the fields to make you like a little easier.
All snippets are specific to their corresponding fields so, when you click on the "Related To" Snippet button you will only see snippets that belong to the "Related To" field and when you click on the Notes Snippets you will see only Snippets appropriate to notes.
This will make your data entry a breeze. You can even insert in one click thousands of records at a time or just one.
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KEYWORDS MANAGER.
If you do online Marketing this area will prove very useful to control the keywords that you use to promote your domains.
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WEBSITE COMMUNITY BUILDER.
This exclusive feature will let you create and post unlimited websites with one click.
If you have many website and would like to change and upload the pages to all or some of them in one click this is for you.
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