Software for notes

[Peter Halliday]

I’m on the edge of needing some way to manage my notes.  I looked and this hasn’t been talked about for several years.  I’m wondering what is rookie use and what do people recommend for management of the tasks that need to be done. Ideally it would have some ability to integrate with services and other vendors.  

[Beth Johnson]

Check out LendingWise which has a lower monthly cost than most loan origination and management software. It has the ability to set up custom workflow, manage documents (including a doc portal for borrowers to upload), servicing management, auto-document generation, and email templating for streamlined communications with vendors like title and escrow, insurance agents, borrowers, and investors. 

Others have mentioned using ABS/The Mortgage Office but I would steer clear of them. Too high of a cost and no workflow management, horrible leadership and customer service, too. I had to abandon their origination software after spending 6 months and 5-figures on it. Not a good experience at all.

If you want others to compare, check out Baseline and The Mortgage Automator. I would not think you need to go this route unless you are managing more than 25-50 loans annually, though, due to the cost. I was up to about 45-50 before I stopped using spreadsheets and Office/Google.