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Be Compliant, Inc. offers three automatic services. Each of these is performed on a daily basis using an upload of data from your mortgage company to our server through this utility site. We analyze the data during the night and distribute the appropriate letters and notices before 3 PM the next day.

1. Marketing Letters - to help you stay in touch with your prospects until they become your customers. Here's how it works. When you post an OPENED date in your loan origination software, but before you run credit, Be Compliant identifies these as prospects you want to stay in touch with. We prepare follow up letters automatically based on our nightly analysis of your data upload.

2. Compliance Notices - we help you stay compliant by identifying when compliance notices should be prepared; we prepare them and deliver them, if possible, via e-mail. Otherwise we send you a WORD document containing these notices so you can print and mail them. Here's an example of how it works. When you post a tracking date for a DENIED borrower, we identify it and prepare the appropriate compliance notice. The reason you enter to the DENIED COMMENT line we insert in the document as your reason for the decline.

3. Status Updates - we help you create positive customer relations by making sure your borrower knows the progress of his loan at all times. Here's how. When you enter a date on the tracking field for Preliminary Title Ordered or Received, your borrower receives an e-mail letting him know that this important piece of work has been completed on his loan.

4. Daily Reports - we help you get organized and stay organized. After BeCompliant prepares your Marketing Letters, Compliance Notices, and Status Updates we send you a complete accounting of your activity.

Install - BeCompliant, Inc. utilizes a limited set of information from your CalyzPOINT files to operate its service for you.  Once you install this program, our servers receive a nightly update from your CalyxPOINT system to complete our work on your behalf.  Download the installer here.

If you need assistance with installation, please call (949) 429-8581.

 

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