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Online Action Center
The Online Action Center is a premier, web-based client interface that allows clients to easily interact with HomeOwners-Link. Clients can use the Action Center to download relevant applications, forms, and documents as well as obtain our contact information to submit requests. Clients can also use the Action Center to view and download reports and even subscribe to an automated reporting system which auto-generates and auto-sends reports via email. The Action Center is easy to administrate giving you full control over the files, documents, and reports you may want.
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Report Builder
The Report Builder allows you to easily build as many and as varied reports as desired. For each report you can set title, description, desired fields, output file types, filters, date ranges, allowed users and even place the report on the "Report Center" for your employees to use. You can also schedule reports to auto-generate and auto-distribute via email.
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Quick Filter/Search Tools
Quick filter tools are located where applicable for quick searches. The filters show and hide and are easy to use and understand. You can also sort lists up and down by clicking the respective titles. Additional filtering and search options are available using the intuitive "Report Builder".
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Data Archiving/Protection
The system stores all of the information collected about a lead, including notes, attached documents, etc. Using the system, you can easily lookup, filter and view historic leads with all the related information. When searching or reporting, the integration between active and archived Leads remains seamless. For your protection, the entire system is encrypted using 128 Bit Strong SSL Encryption. Data will reside at a Tier 1, secure hosting site that provides redundant power, HVAC, and internet backbones, as well as nightly backups.
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Quick Implementation
Becoming a Mortgage Affiliate with HOL involves a simple process of completing the basic mortgage broker/lender application found on our website. The HomeOwners-Link staff will review your information for the appropriate set up. An email notification will be delivered from HomeOwners-Link with the status of your application within 24 hours.
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Intuitive and Easy to Use
The HOL system is a fully functional web application tool. All communication tools, lead upload, tracking, reporting, etc. are available on this site. The system keeps you informed of the status of your business with HomeOwners-Link yet it does not overload you with time consuming processes that take away from your primary business functions.
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Full Lead Tracking and Management
The HOL system allows you to track all leads in the pipeline as well as past transactions. You have at your fingertips reports detailing the status of “live” leads as well as the real time knowledge of which leads have been received and delivered to insurance agents. This gives you an awareness of how much business you have completed with HomeOwners-Link as well as what to expect for your leads in the next receivables cycle.
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User Administration Controls
HomeOwners-Link provides you with administrative controls that allow you to set up who in your organization will have access to the HomeOwners-Link lead generation system. Some companies may want to limit the lead upload, tracking, and receivables to a select group of employees. You have complete control over those you elect to be involved in the HomeOwners-Link relationship.