Home  Fees/Services  Access Templates  Tutorials  Tutorial Downloads  Articles  Search  Contact  Privacy  Links

Mortgage Pipeline Tracking Database

 Home > Access Database Templates > Loan Processing Software 





Access Database Templates:

Inventory Software Access Templates
Inventory Systems. Review our custom Inventory Software. Barcode Asset Tracking & Control Microsoft Access database.

Interior Design Project Access Software Template
Manage Interior Design projects with this simple and powerful Access database system.

Contact Management Access Templates
Contact Management, Custom Contact Management Software, Organize Contacts & Communications.

Construction Project Management Access Template
Construction Project Management designed to help you keep on budget and on time.

Lease Contract Management Software
Create lease contracts & Rental agreement for equipment. Analysis lease performance & cash flow.

Livestock Feed Inventory Database
Management feed usage and feed cost with this simple flexible database system.

CRM/Customer Relationship Management Access Templates
Customer Management Tools. Custom CRM Software Solutions.
Manage Customer & Client Relations Microsoft Access software.

Order Management Database Software for Customer Orders

Order Processing Pre-built Software Template
Order Processing System Order Management Software. Custom Database Design Solutions

PM/Preventive Maintenance Access Template
Custom PM Management Databases. Maintenance Management Systems.

Work Order Software
Service Request Software Installation, Repair & Maintenance. Work Order Systems & Solutions.

Real Estate Marketing Template Database
Real Estate Marketing
Select Property by Attributes: Location, Zoning, Value & More.

Reservations Management Access Template Database
Reservations Software Reservations & Booking Software by Custom Database Design Experts.

Asbestos Survey Project Management Access Templates
Asbestos Survey Software, Asbestos Material Survey Custom Data Analysis Software System.

Document Revision Management Database Templates
Document Revision Control & Document Distribution Control & Tracking

HOA/Homeowner Association Management Microsoft Access Templates
HOA Management - Community Association Management, Home Owners Association Software.

Loan Process Management Access Templates
Mortgage Management,
Loan Processing Software &  Mortgage Process Tracking.

Student Loan/Grant Management Access Templates
Pell Grant Management Software.

Personnel Agency Access Template Database
Placement Agency Software, Custom Personnel Agency Management for Contractors and Consultants.

Rx/Prescription Assistance Plan Management Database Template
Rx Plan Software. Software for the Generation  & Tracking of Applications for Assistance Plans

Subscription Order Management Database Template
Subscription Manager - Custom Subscription Management Tool for Subscription Order Process Control.

Corporate Document Management Access Templates
Document Management Custom Document Search & Retrieval Software


Mortgage Processing Database Template

Mortgage processing in the USA, from Wikipedia: In the U.S., the process by which a mortgage is secured by a borrower is called origination. This involves the borrower submitting an application and documentation related to his/her financial history and/or credit history to the underwriter. Many banks now offer "no-doc" or "low-doc" loans in which the borrower is required to submit only minimal financial information. These loans carry a slightly higher interest rate (perhaps 0.25% to 0.50% higher) and are available only to borrowers with excellent credit. Mortgage Processing Definition:  The sequential tasks performed by a lending institution from loan application start through loan closing, including receipt of the application, performing credit investigations, evaluation of loan terms and other procedures.



Blue Claw Database Design is your premier source of Microsoft Access programming and database support. Both small business and department-level databases. Desktop installation as well as cloud/internet based solutions.


Fairway Financial Services is a locally owned and operated mortgage processing/brokerage firm specializing in servicing residential mortgage lending throughout the Kansas City metropolitan area, as well as all of Missouri, Kansas, Nebraska and Iowa.

Our developers were contacted to streamline the management of original mortgage, loan consolidation processing from acquisition of the initial mortgage lead through calculation & payment of brokers' commissions after closing of the first or second mortgage note.

The specific deliverables where as follows:

  1. User friendly streamlined interface with validation checking

  2. Management of the entire mortgage lending process including:

  • Mortgage Process Pipeline Analysis

  • EOM Mortgage Volume

  • Broker Commissions Calculations

  • Monthly Mortgage Processing Statistics

  • Annual Mortgage Loan Volume

  • Account Receivables

Mortgage loan servicing begins with the loan details. Below is the main screen which begins the process of tracking the loans through the pipeline.

All aspects of each loan are tracked on this screen including all associated costs for the loan.  All lists are maintainable by the user via the list maintenance tab.

Below is the main mortgage loan processing management data entry form.
 


Below are some example reports which are not enlargeable because they contain real data:  (note: OneWorld Marketing is owner of Fairway Financial)

Management reports are a key aspect of the Loan Processing database.

This report is selectable by date range - typically a full month.  This report provides a quick view of lending office comparative performance.

There are about 10 different reports in total - we have only show a few for this loan process management software case study

Monthly broker loan volume summary by office.


An important part of the management of loan processing is the calculation of broker commissions. Below is one the commission calculations reports.

This report is selectable by date range - typically a full month. Note that brokers from multiple offices are managed by the system. Also, offices and individual brokers can have differing commission percentages.

Broker Commission Calculations Report:
 


Loan app. status snapshot - see status of the total loan pipeline.

loan servicing database template





This software is a demonstration of the type of business software we have developed.
Get a Free Quote for your database template today! (410) 708 1417 or E-Mail us.



A Blue Claw Database Design Article:

Software Risk Assessment
 





Blue Claw Database Design Downloadable Tutorial:
Multi Select List Box Query Parameters  















Contact Information

Copyright 2000-2017 Blue Claw Database Design