At Christensen Financial(CFI), not only do we provide you with the best technical tools you need to succeed in this ever changing market, but we also give you the critical training on how to use them. You’ll wonder how you ever got along without the invaluable tools we provide, both online with the Broker Tools and on the company network with Point Central software and our paperless document management system(PDMS). Once you watch our online demo and speak with one of our sales staff you will know why CFI is truly “Beyond A Net Branch”.
- Automated sign on to our more than 250 lenders. No more lost passwords!
- Lender Scorecard – A daily searchable listing of who has the best pricing and yield on all the most popular products.
- Intuitive, single-screen search
- Thorough analysis includes holdbacks, incentives, SRPs, and underwriting
- Best-execution of scenario provides most competitive offerings every time
- Reduces painful loan officer pricing errors
- Delivers immediate, accurate, thorough options to the borrower
- Improves professionalism and pricing confidence
- Lender Search – Our dedicated staff and account executives have put together this easily searchable database of niche products to find the exact product you need.
- Rate Alert -
- Point Central – CFI’s web based Calyx loan origination system.
- Central data storage facility so there’s never lost information
- PDMS – Paperless Document Management – An end-to-end paperless solution designed to simplify the loan origination experience. Imagine having all your documents in the loan process as electronic files, all online, from pre-approval to closing. PDMS addresses important compliance issues while giving your office the competitive advantage of being paperless. It streamlines all aspects of the mortgage process and most important, it does so in one easy-to-use and inexpensive package.
- Fast and easy loan delivery to any lender
- Automatic doc sorting, naming and filing
- Real-time online document sharing for anyone you choose
- Friendly and intuitive user interface
- No start-up fees; free training and support
