DocAssist

01/30/2019

Our founder on our regular Tech Tuesday!

02/01/2018

First month, 13 Leads and over $4500 in closed commissions. Alberta Broker, Crystal Mamchur shares her success with online mortgage leads from Stream5

01/19/2018

We're going LIVE to show you Platinum... Tune in to learn how to get the most from LenderSpotlight
Hi christine,

Over 2,000 brokers have upgraded to LenderSpotlight Platinum and enjoy advanced rate AND policy filtering for thousands of lender products.

Tune in Friday, Jan 19 (tomorrow morning), at 10am PST (1pm EST), for a live demo to show you what all the fuss is about.

Here is the live meeting link: https://zoom.us/j/8466687679

This is your opportunity to experience LenderSpotlight Platinum and ask Jason Henneberry anything you want to know about the platform.

We will also give you a sneak peak of all the new features that we are launching in the coming weeks.

Looking forward to seeing you on the call.

About LenderSpotlight

LenderSpotlight is Canada's number one broker platform when it comes to searching for mortgage products, rates and policies. More than 4,200 agents nationwide use the system to perform over 35,000 rate & policy searches every month.

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, confer...

10/13/2017

We love hearing the great feedback on LenderSpotlight.

"We love the site, it's great to be able to look at side-by-side comparisons from lenders. Saves a lot of time!"

09/25/2017

Rates are constantly on the move and lenders are sending more updates than ever before.

To help you quickly identify the accuracy of the information on LenderSpotlight, we've added two important dates to every rate card:

Last Verified by Spotlight: This date shows you when our team last verified the rate card. We monitor and update the system daily, so you can be assured the rates are accurate.

Rate Valid Since: This is the date the lender last modified a specific rate option. This date is only updated when there is a change to the actual rate.

Example:
Last Verified by Spotlight: 24/Sep/17
Rate Valid Since: 29/Aug/17

This indicates the rate was last changed by the lender on August 29th, and that our rate management team verified the accuracy of the rate on September 24th.

What should you do if something doesn't look accurate?

If you find a specific rate card that appears to be out of date, please let us know by using the blue conversation box, located at the bottom right of your screen.

We appreciate your support in helping us make LenderSpotlight the industry's trusted source for rate information.

Cheers
The LenderSpotlight Team

09/20/2017

How best to judge a personality

Visit Inc.com for the latest issue of Inc. Magazine and get advice, tools, and services that help your small business grow.

09/20/2017

Do you say these words each day to your employees?

Visit Inc.com for the latest issue of Inc. Magazine and get advice, tools, and services that help your small business grow.

09/20/2017

Do you have a tight 7 second pitch

Visit Inc.com for the latest issue of Inc. Magazine and get advice, tools, and services that help your small business grow.

09/19/2017

Visit Inc.com for the latest issue of Inc. Magazine and get advice, tools, and services that help your small business grow.

09/19/2017

What an interesting experiment!
What about everyone else? Could you do that?

We’re up from our desks and on the phone more, and we’re a lot more productive that way.

08/25/2017

So me tips on becoming a networking master

Visit Inc.com for the latest issue of Inc. Magazine and get advice, tools, and services that help your small business grow.

08/24/2017

In my opinion, it's an essential technology if you want to have a life / don't want to be chained to your desk.

I'm on the full-service program:
- All incoming documents are split/merged, flipped, converted, labeled, and saved into a client specific folder in Dropbox where your underwriter (and you) can view them from anywhere.
- When an accepted offer comes in (Or a refi goes live) simply forward it to your DocAssist Team email with some brief points on the file if something is unclear in expert and your underwriter will deal with the rest.
- Your underwriter will be aware of your entire pipeline before it goes live and as documents come in you can request a "file review" for a summary of what is possible with the file, if anything.
- A big perk is that they have a roster of document assistants & underwriters so you never have to deal with any HR issues.
* Instead of getting bogged down working "in" your business, free yourself up to just take applications, sign commitments, and work "On" your business.

Bernard Immel