Servicers Module - View Screen Shot
Overall Rating
Rate service providers by how well they have performed for your prospects, clients and past clients. Once rated, service providers can be sorted by A-Excellent, B-Good, C-Average, D-Poor, and C-Never Use. Sort by rating from the search window, select the servicers you wish to recommend, then print the Recommended Servicers report for your clients.
Contract Services
When a service provider is assigned to a listing or sales contract, the program automatically tallies the number of contracts this service provider was assigned to (FYI).
Contract Payments
When a service provider is assigned to a listing or sales contract, the program automatically tallies the dollar volume from each contract the service provider was assigned to (FYI). Values are entered in a Sales contract's escrow instructions.
The Servicer's print window (select Print button on program tool bar to open), lists all Reports, Forms and Tools available for printing. Print Reports, Forms and Tools individually or select multiple documents for printing in one print session.
Custom Service Category Folders
Organize your Servicers into folders for easy access. Mail merge, email and print Reports, Forms and Tools (Handouts and Letters), directly from the Servicer's record. Place Servicer record into 1, 2 or 3 custom folders.
Search Records
Multiple search criteria from the Search screen. Search by Company, Last Name, First Name, Street Name, City, Overall Rating, Contract Services, and Contract Payments.
Sort Records by Folder to Mail Merge a Letter or Handout.
Quickly sort Servicers by category by just clicking on the desired folder in the Folders pane. Sorts to just the Servicers in the selected folder.
Telephones
An unlimited number of phones can be added in the Servicer's record
Email & Web Site
One email addresses and one web site link per Servicer record. Just click on the email address to open your resident email program. Double click on the email address to automatically place the email address in the TO: field. If multiple Servicers were selected from the search window their email addresses are placed in the BCC: field. Click on the Servicer's Web Site address field to open your resident browser to the servicers web site.
Notes and Communications Documentation's
Notes tab with Date/Time stamp for tracking communications with the Servicer. Communications documentation - When a Report, Form, or Tool (Handouts and Letters), are printed from the Servicers's record, whether individually or as a mail merge, it is documented automatically in the Servicer's Notes tab.
Schedule Tab
Schedule tab to schedule appointments with the Servicer. Schedules added in the Servicers module are automatically entered in the schedule module and linked to the record where they were created.
Contracts Tab
Assign the Servicer to a listing or sales contract in the Contracts module and the contract is added to the Servicer's Contracts tab, and automatically linked between modules.
Forms Tab
Assign the Servicer to a Form in the Forms module and the Form is added to the Servicer's Form tab, and automatically linked between modules.
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