"Loan Modification Machine is the standard in Professional Loan Modification Software."
Create your own loan modification mortgage scenarios and compare your client's different options.
Now you can do your job with less effort and quicker results for your customers. Forms and required documents such as application form, checklist, letter of hardship, authorization form, client's responsibilities and working agreement are included and can be customized, just like Templates, which can be quickly sent to your clients and their banks.
Additionally, there is a referral feature that allows you to send a client to other Loan Modification companies with one click, and receive a referral fee in return.
Now you can do your job with less effort and quicker results for your customers. Forms and required documents such as application form, checklist, letter of hardship, authorization form, client's responsibilities and working agreement are included and can be customized, just like Templates, which can be quickly sent to your clients and their banks.
Additionally, there is a referral feature that allows you to send a client to other Loan Modification companies with one click, and receive a referral fee in return.
LOAN MODIFICATION CENTER
HOME AFFORDABLE MODIFICATION (HAM) PROGRAM
You can create HAM amortization tables as required by the program. You can E-mail, E-fax, or print the tables.
HAM AMORTIZATION TABLES
The Application Form contains all the basic data needed for your initial interview with the client, including an an Income / Expense spreadsheet and an Assets spreadsheet. Data from a Fannie Mae Export Format 3.2 file can be imported.
APPLICATION FORM
Forms and required documents such as application form, checklist, letter of hardship, authorization form, client's responsibilities, working agreement, lender/client benefit analyses, client proposals, and more are included and can be customized, just like Templates, which can be quickly sent to your clients and their banks. You can also create your own forms and auto-populate them with client data.
LOAN MODIFICATION FORMS
If you are evaluating other software be sure to download the Evaluation Checklist
so you can properly and objectively compare different software.
so you can properly and objectively compare different software.
IMPORT AND FILL OUT PAPER FORMS
In addition to creating your own forms and auto-populating data, you can import scanned images of paper forms and write directly on top of them! This includes the ability to insert codes, which will auto-populate with the correct data (such as First Name, Last Name, etc.) at the time of printing the form.
ONLINE REPORTS
Post your clients' Progress Reports to your website, where your clients can see their loan modification status 24/7 without having to call you.
Additionally, the link to the Progress Report can be automatically sent to the agent that referred the client to you (Mortgage Brokers, etc.) so they're "in the loop", allowing them to close loans they couldn't before.
You can also allow your customers to send you updates to their Progress Report. Loan Modification Machine receives this notification and updates the status in the software accordingly.
Additionally, the link to the Progress Report can be automatically sent to the agent that referred the client to you (Mortgage Brokers, etc.) so they're "in the loop", allowing them to close loans they couldn't before.
You can also allow your customers to send you updates to their Progress Report. Loan Modification Machine receives this notification and updates the status in the software accordingly.
The Notes tab provides a simple way for clients to e-mail you notes or questions, as well as view their "progress status messages", which are automatically posted when uploading from Loan Modification Machine.dge tab has general credit repair information which may be of interest to your clients.
ONLINE REPORTS : NOTES
ONLINE REPORT : ATTACHMENTS
The Attachments tab allows clients to send you documents and images related to their case, which you can receive inside Loan Modification Machine.
The Knowledge tab has general loan modification information which may be of interest to your clients.
ONLINE REPORTS : KNOWLEDGE
On this tab, your current clients can fill out a quick form to refer potential clients to you. You may decide to add incentives for referrals, sending your clients to the portal to submit referrals.
ONLINE REPORTS : REFER A CLIENT
Loan Modification Machine is fully compatible with the HAM program, and can automatically confirm a client's eligibility under the program. It will also calculate the HAM Amortization tables. Just enter a few numbers and determine with ease if your clients qualify. Print, E-fax, or E-mail a qualification form / proposal and amortization tables right away to the lender.
MAIN SCREEN
Welcome to the centerpiece of Loan Modification Machine. The main screen, also known as the contacts screen, contains all the elements of the program in plain view, so you don't have to click your way through screen after screen in order to find what you're looking for.
Let's say you want to select all clients in a certain State. Simply click on the black arrow beside the State field, and the database will be filtered by that State. You can achieve the same results with other fields (Name, Company, City, user-defined, etc.).
As with anything worthwhile, there is a bit of a learning curve, but the hours you put in up front getting to know the software will pay dividends in hundreds of hours of saved time once you're up and running.
Let's say you want to select all clients in a certain State. Simply click on the black arrow beside the State field, and the database will be filtered by that State. You can achieve the same results with other fields (Name, Company, City, user-defined, etc.).
As with anything worthwhile, there is a bit of a learning curve, but the hours you put in up front getting to know the software will pay dividends in hundreds of hours of saved time once you're up and running.
INCREMENTAL LEARNING SYSTEM
Loan Modification Machine has five "Levels of Use" ordered by increasing mastery. This means you could start today on Level 1, the easiest level, immediately starting your work in a non-intimidating environment. Then, as your experience grows, you can progress level by level. Level 5 releases all the immense power built into the software.
CONTACT MANAGER
In addition to standard contact information fields, Loan Modification Machine adds many convenient relational fields (linking contacts together) as well as user-defined fields (fields you can store any kind of information in).
Many tasks can be performed on the Main Screen, including charging of credit cards, assigning a salesperson to a client (and automatically calculating commissions when Invoices clear), verifying USPS addresses, pending tasks with the contact, groups the contact belongs to, and much more.
Many tasks can be performed on the Main Screen, including charging of credit cards, assigning a salesperson to a client (and automatically calculating commissions when Invoices clear), verifying USPS addresses, pending tasks with the contact, groups the contact belongs to, and much more.
EMAIL SYSTEM
Loan Modification Machine includes a completely integrated Email System that replaces Outlook, a major convenience in many ways. Not only does it include many more special features than Outlook, but e-mails are now tied to the actual client data, allowing for unprecedented cohesion.
The powerful Rules Manager allows you to avoid spam, and even extract information from emails to create contacts based on emails, and autorespond automatically using any of your preset templates.
The powerful Rules Manager allows you to avoid spam, and even extract information from emails to create contacts based on emails, and autorespond automatically using any of your preset templates.
AUTOMESSENGER SYSTEM
The AutoMessenger system allows you to group e-mail templates together and send them to clients in one click. E-mails can be sent out all at once, or at pre-determined intervals (send this email, wait 2 days before sending the next, wait 3 days before the next, etc.). It can even send messages automatically in response to e-mails processed by the Rules Manager.
LEVEL 1
LEVEL 5
F.A.Q. & TROUBLE TICKET SYSTEM
Loan Modification Machine includes a seamlessly integrated client support system.
You can have unlimited categories, and unlimited questions and answers in each Category.
Personalize each answer with your client's name, email, etc. Just click the F.A.Q. button, and they'll receive a personalized answer to their question, without having to type a thing.
You can even record your answers and play them over the phone for your customers directly from your computer.
You can have unlimited categories, and unlimited questions and answers in each Category.
Personalize each answer with your client's name, email, etc. Just click the F.A.Q. button, and they'll receive a personalized answer to their question, without having to type a thing.
You can even record your answers and play them over the phone for your customers directly from your computer.
FOLLOW-UP SYSTEM
Check due items for any client with one click. Due items can be of any type (snail-mailed documents, money deposits, anything that can have a due date for arriving/expiring). Includes a running balance for each follow up type when necessary.
VIRTUAL CONTACTS
Virtual Contacts allows you to take your contact database on the road and access it through any internet-enabled device (such as iPhone, Blackberry, etc.). The contacts basic fields, tasks, and notes are exported and hosted on your company website. The directory can be configured password-protected, and each agent at your company can have their own online distinct database of contacts, based on your local database.
Contact information and tasks can be edited online, and later imported to Loan Modification Machine.
Contact information and tasks can be edited online, and later imported to Loan Modification Machine.
AGENT METRICS
How well are your employees working? Can you support that assumption with numbers? The Agent Metrics system allows you to set codes for any sort of action that employees at the company can perform. At any point in time, you can review what has been logged, and find out the percentage of salespeople who have sold to 80% of their assigned contacts, and much more! Group by date, agent, or code.
"Custom letters with auto-filling personalized information."
Create e-mails and print documents that pull information from your contacts database. You only write a template once! Instead of creating dozens of letters with "Dear John", "Dear Michael", "Dear Bill", just create a template with "Dear <<FirstName>>" and let the software do the work for thousands of letters.
Many contact fields can be inserted into templates by clicking buttons or just typing out the field code (including an image of signature).
Create e-mails and print documents that pull information from your contacts database. You only write a template once! Instead of creating dozens of letters with "Dear John", "Dear Michael", "Dear Bill", just create a template with "Dear <<FirstName>>" and let the software do the work for thousands of letters.
Many contact fields can be inserted into templates by clicking buttons or just typing out the field code (including an image of signature).
TEMPLATE MANAGER
The Parsing System allows you to add new contacts from text, HTML pages, emails, etc.
If you receive a confirmation email from your website about a purchase, you shouldn't have to retype the information contained in the email to your database! Just use the Parsing System to import the data all at once (and even automatically with the Email Rules Manager).
Have a humongous list of contacts information on your clipboard? Just click the parsing scheme relevant to the clipboard data and the contacts will be inserted into your database!
If you receive a confirmation email from your website about a purchase, you shouldn't have to retype the information contained in the email to your database! Just use the Parsing System to import the data all at once (and even automatically with the Email Rules Manager).
Have a humongous list of contacts information on your clipboard? Just click the parsing scheme relevant to the clipboard data and the contacts will be inserted into your database!
PARSING SYSTEM
KNOWLEDGE DATABASE
The Knowledge Base is the place to store articles and other information that could be useful to you, your clients, or your employees.
The powerful search system allows you to find any related data with ease. Use it for company policies, employee training... it's your personal text and media library!
The powerful search system allows you to find any related data with ease. Use it for company policies, employee training... it's your personal text and media library!
VIRTUAL FILE CABINET
Store any type of data. Use the Virtual File Cabinet for all kinds of collections, such as reminders, audio messages, audio phone conversations, lists, etc.
The fields are context sensitive, much like the action buttons on the main screen (e.g. if the field contains a URL, it will open a web browser, if it's audio, it will play it, and more).
Virtual file cabinets can be linked to contacts, providing a good way to keep track of tons of related text and media.
The fields are context sensitive, much like the action buttons on the main screen (e.g. if the field contains a URL, it will open a web browser, if it's audio, it will play it, and more).
Virtual file cabinets can be linked to contacts, providing a good way to keep track of tons of related text and media.
RESOURCES, EVENT & PROJECTS
Manage the resources of your company throughout time. For example, prevent conflicts with multiple parties requesting the "ceiling projector" at the same time by plotting who's using it. Create Gantt charts for company progress and plan project roll-outs.
ONLINE CALENDARS
Use the information in the R.E.P. system to create calendars that can be exported to your website. Use this to distribute information regarding webinars, office events, etc.
GOALS MANAGER
A simple but effective area to delineate your company goals to encourage you and your employees to achieve them.
DAILY TASKS
Daily Tasks control recurring actions that you need to do on a regular basis: daily, weekly, monthly, etc. This area is different from the Personal Agenda and the Task Manager, in that Personal Agenda is geared toward discrete events in your daily life, and Task Manager links the task to a specific contact.
PERSONAL AGENDA
Easily maintain your personal schedule. The agenda shows you everything on one screen: calendar, events, days with events, recurring events, etc.
You can set recurring events to remind you of scheduled activities and specify how many times you want to be reminded. For example, you can set it to remind you of your car payment for 15 payments and then stop.
You can set recurring events to remind you of scheduled activities and specify how many times you want to be reminded. For example, you can set it to remind you of your car payment for 15 payments and then stop.
Loan Modification Machine includes a full-featured Invoice System with features not even found in professional systems.
You can create both product or service invoices. It has one-click groups, allowing you to classify your invoices any way you want.
The Invoice System also interacts with the Inventory system so your inventory is updated in real time. It also interacts with Accounts Receivable, creating records and changing status and balances as appropriate, and with Accounts Payable, where it creates payments based on agent commissions for referred clients.
You can charge credit/debit cards using the Gateway Interaction System incorporated into the Invoice System.
You can create both product or service invoices. It has one-click groups, allowing you to classify your invoices any way you want.
The Invoice System also interacts with the Inventory system so your inventory is updated in real time. It also interacts with Accounts Receivable, creating records and changing status and balances as appropriate, and with Accounts Payable, where it creates payments based on agent commissions for referred clients.
You can charge credit/debit cards using the Gateway Interaction System incorporated into the Invoice System.
INVOICE SYSTEM
USE OF UNLIMITED MERCHANT ACCOUNTS
The Gateway System is a simple and unique way to interact with your internet merchant account from the software without having to retype anything.
It works with all internet merchant gateways that allow the use of an HTTP form (those include Linkpoint Central, Network Merchants, Dow Commence, Pay Simple, Plug n Pay, and more). ACH through Vanco Services is also provided.
You can use unlimited gateways, making it possible to charge one client using Network Merchants and another using Linkpoint.
It works with all internet merchant gateways that allow the use of an HTTP form (those include Linkpoint Central, Network Merchants, Dow Commence, Pay Simple, Plug n Pay, and more). ACH through Vanco Services is also provided.
You can use unlimited gateways, making it possible to charge one client using Network Merchants and another using Linkpoint.
ACCOUNT RECEIVABLES
Control recurring payments with ease. Charge credit/debit cards directly from the Receivables System or create a check draft to pay for a receivable with just one click.
You can create any number of recurring payments over any amount of time. The receivables are synchronized with the Invoice System, so as soon as an invoice is created, a corresponding entry will be added to Accounts Receivable. Once you set it up, you'll always know what your clients owe you.
You can create any number of recurring payments over any amount of time. The receivables are synchronized with the Invoice System, so as soon as an invoice is created, a corresponding entry will be added to Accounts Receivable. Once you set it up, you'll always know what your clients owe you.
You can control all your payables in this area, including recurring payables, and create checks to pay for them in one click.
Loan Modification Machine also has an integrated commission system with unlimited levels that is triggered when invoices are paid, automatically creating a corresponding entry in Accounts Payable.
Loan Modification Machine also has an integrated commission system with unlimited levels that is triggered when invoices are paid, automatically creating a corresponding entry in Accounts Payable.
ACCOUNT PAYABLES
Print checks on blank check paper. No need to buy pre-printed checks. Use versa check 3000 or 1000 format or compatible.
You can print blank checks to fill in by hand or already filled-in checks from your company information and your clients data. You can also create check drafts that you can deposit in your bank without your clients signature.
Control unlimited bank and credit/debit card accounts. The reconciliation system will advise you if there are any discrepancies with your bank / card statements.
You can print blank checks to fill in by hand or already filled-in checks from your company information and your clients data. You can also create check drafts that you can deposit in your bank without your clients signature.
Control unlimited bank and credit/debit card accounts. The reconciliation system will advise you if there are any discrepancies with your bank / card statements.
CHECK WRITING
LOAN AMORTIZATION CENTER
Calculate different payment scenarios for every possible loan, including extra payments (both recurring and discrete).
The Inventory screen allows you to add your products and services, and define whether they are taxable.
Loan Modification Machine manages your inventory based on the status of each invoice, so if an invoice is Void or Quotation only, it won't affect the inventory.
Printed catalogs can be created from the Products Manager.
Loan Modification Machine manages your inventory based on the status of each invoice, so if an invoice is Void or Quotation only, it won't affect the inventory.
Printed catalogs can be created from the Products Manager.
INVENTORY
In this module, you can define an unlimited number of bank accounts, providing the backend to other financial systems. You can also print empty checks to be filled in by hand.
BANK ACCOUNTS
Manage your budget with this powerful module.
BUDGET CENTER
CREDIT CARD ANALYZER
Enter all your cards and the system will sort them based on which ones should be paid first, either to improve your credit score or to save money by paying the one with the higher APR first.
The analyzer can be used for all your clients too.
The analyzer can be used for all your clients too.
TRACKING OF MARKETING CAMPAIGNS
Enter marketing "issues" and unlimited campaigns within each "issue".
Track conversion rates and profit/loss for each campaign, or consolidate all your campaigns to look at the big picture.
Analyze the ROI of your marketing campaigns, so you can decide which ones are profitable and which aren't.
Combine online marketing campaigns with offline marketing campaigns in one place.
Track conversion rates and profit/loss for each campaign, or consolidate all your campaigns to look at the big picture.
Analyze the ROI of your marketing campaigns, so you can decide which ones are profitable and which aren't.
Combine online marketing campaigns with offline marketing campaigns in one place.
MARKETING STRATEGIES MANAGER
The Marketing Strategies Manager houses reminders that relate to your marketing strategies. For example, annotate that you must reevaluate your website every six months, or that you need to change a certain marketing campaign every month, etc.
INTEGRATED TELEMARKETING SYSTEM
The Telemarketing System has features every telemarketer needs, like the ability to display the client's information as part of the script. This allows you to read the script in a natural way like, "Hi, Mr. Smith...," instead of having to deal with, "Hi, Mr (prospect name)."
Additionally, Loan Modification Machine has a ton of different telemarketing "groups" (like Busy, To Call again, Out of Business, etc.) and will analyze how many of each you have for the selected records with one click.
Additionally, Loan Modification Machine has a ton of different telemarketing "groups" (like Busy, To Call again, Out of Business, etc.) and will analyze how many of each you have for the selected records with one click.
ADVERTISING MEDIA
If you do a lot of advertising, it can become a hassle to keep track of all the text, banners, videos, and other media you've created. Manage all of them in one place and have them handy.
WEBSITE COMMUNITY BUILDER
This exclusive feature will let you create and post unlimited websites with one click.
This unique area lets you change and upload website pages to many websites at once in one click .
With Loan Modification Machine, update many websites at once (even adding in "differences" using Codes). The Website Community Builder also features an internal HTML editor for convenience so you can edit your webpages inside the software.
This unique area lets you change and upload website pages to many websites at once in one click .
With Loan Modification Machine, update many websites at once (even adding in "differences" using Codes). The Website Community Builder also features an internal HTML editor for convenience so you can edit your webpages inside the software.
DOMAIN MANAGER
Use the Domain Manager record domain names, expiration dates, and other relevant data for all your domains. You can even attach a screenshot.
KEYWORDS MANAGER
If you market your services online, this area will allow you to control the keywords that you use to promote your domains. Create groups of keywords and export these lists.
Loan Modification Machine has an integrated Product Catalog Creator.
Use it on your computer, online, print or email product catalogs.
An important feature let you send an in-the-fly selected group of products by e-mail with automatic PDF creation.
In other words MSM creates a PDF catalog that you make in seconds to send to your clients or prospects.
Even a slide show is possible.
Use it on your computer, online, print or email product catalogs.
An important feature let you send an in-the-fly selected group of products by e-mail with automatic PDF creation.
In other words MSM creates a PDF catalog that you make in seconds to send to your clients or prospects.
Even a slide show is possible.
PRODUCT CATALOG CREATOR
WEBSITE MANAGER
Website Manager is your own website repository where you can find places of interest in one place.
For example you browse the internet and find the greatest website for your marketing or other purposes, what do you do?
Just enter the website in your website manager where your can retrieve it at any time.
Other example , you find a website that you like its looks. You can grab the content of the website directly from your Website Manager to analyze its structure and copy its secrets
For example you browse the internet and find the greatest website for your marketing or other purposes, what do you do?
Just enter the website in your website manager where your can retrieve it at any time.
Other example , you find a website that you like its looks. You can grab the content of the website directly from your Website Manager to analyze its structure and copy its secrets
The Domain Manager is completely different to the Website Manager
The Domain Manager is a must to control your Domains.
It will control unlimited domains, their expiration dates, user names, passwords, hosting, status and every piece of data that you want to enter about your domains.
Also, it will check if your domains are up at the touch of a button.
You can check if a domain is available and much more.
The Domain Manager is a must to control your Domains.
It will control unlimited domains, their expiration dates, user names, passwords, hosting, status and every piece of data that you want to enter about your domains.
Also, it will check if your domains are up at the touch of a button.
You can check if a domain is available and much more.
DOMAIN MANAGER
The Social Media Submitter Assistant is an integrated area that will let you interact with Blogs, submit Articles, Videos and basically fill-in forms of almost any kind.
It comes preset so you can interact with many places but its main power is achieved when you learn how to set your own form field and therefore be able to interact with almost any form online.
If you are paying monthly to be able to have such service now you have integrated into Marketing Sales Machine.
It comes preset so you can interact with many places but its main power is achieved when you learn how to set your own form field and therefore be able to interact with almost any form online.
If you are paying monthly to be able to have such service now you have integrated into Marketing Sales Machine.
SOCIAL MEDIA SUBMITTER ASSISTANT
Virtual Contacts is a feature in Marketing Sales Machine that lets you post to the internet a group of contacts to be seen with any Internet device like iPhones,or Blackberries, SmartPhones, laptop, etc.
Additionally, you or your agents can modify the information online and retrieve it back into you Marketing Sales Machine
Imagine that you have a list of prospects that you want to split and distribute to your agents in other states.
You can use the virtual contacts to upload those list segments so each one can work on a few prospects and then you can retrieve the results into your Marketing Sales Machine.
(see example here)
Your agents will be able not only to see the information but to add, and modify it online and the modification will update your Marketing Sales Machine with one click.
This is ideal to outsource Telemarketing services even in outher countries since the posting from Marketing Sales Machine to the Internet is almost instanteneous.
You can upload different Virtual Contact groups to unlimited agents.
Additionally, you or your agents can modify the information online and retrieve it back into you Marketing Sales Machine
Imagine that you have a list of prospects that you want to split and distribute to your agents in other states.
You can use the virtual contacts to upload those list segments so each one can work on a few prospects and then you can retrieve the results into your Marketing Sales Machine.
(see example here)
Your agents will be able not only to see the information but to add, and modify it online and the modification will update your Marketing Sales Machine with one click.
This is ideal to outsource Telemarketing services even in outher countries since the posting from Marketing Sales Machine to the Internet is almost instanteneous.
You can upload different Virtual Contact groups to unlimited agents.
VIRTUAL CONTACTS
Would you like to prepare your Twitter messages in advanced and send them automatically from unlimited different Twitter Accounts? The Twitter Scheduler is the solution. You can even set recurrent tweets to go out every day, week, months etc.
Most importantly, you can extract specific Twitter IDs automatically that are related to your business and target those IDs with your Tweets. This way your audience is more targeted and you will get more followers than with any other system.
Most importantly, you can extract specific Twitter IDs automatically that are related to your business and target those IDs with your Tweets. This way your audience is more targeted and you will get more followers than with any other system.
TWITTER SCHEDULER
Our software includes a seamlessly integrated client support system.
You can have unlimited categories, and unlimited questions and answers in each Category.
Personalize each answer with your client's name, email, etc. Just click the F.A.Q. button, and they'll receive a personalized answer to their question, without having to type a thing.
You can even record your answers and play them over the phone for your customers directly from your computer.
You can have unlimited categories, and unlimited questions and answers in each Category.
Personalize each answer with your client's name, email, etc. Just click the F.A.Q. button, and they'll receive a personalized answer to their question, without having to type a thing.
You can even record your answers and play them over the phone for your customers directly from your computer.
F.A.Q. & TROUBLE TICKET SYSTEM
Check due items for any client with one click. Due items can be of any type (snail-mailed documents, money deposits, anything that can have a due date for arriving/expiring). Includes a running balance for each follow up type when necessary.
FOLLOW-UP SYSTEM
Virtual Contacts allows you to take your contact database on the road and access it through any internet-enabled device (such as iPhone, Blackberry, etc.). The contact's basic fields, tasks, and notes are exported and hosted on your company website. The directory can be configured password-protected, and each agent at your company can have their own online distinct database of contacts, based on your local database.
Contact information and tasks can be edited online, and later imported to Credit Money Machine Net.
Contact information and tasks can be edited online, and later imported to Credit Money Machine Net.
VIRTUAL CONTACTS
How well are your employees working? Can you support that assumption with numbers? The Agent Metrics system allows you to set codes for any sort of action that employees at the company can perform. At any point in time, you can review what has been logged, and find out the percentage of salespeople who have sold to 80% of their assigned contacts, and much more! Group by date, agent, or code.
AGENT METRICS
"Custom letters with auto-filling peronalized information."
Create e-mails and print documents that pull information from your contacts database. You only write a template once! Instead of creating dozens of letters with "Dear John", "Dear Michael", "Dear Bill", just create a template with "Dear <<FirstName>>" and let the software do the work for thousands of letters.
Many contact fields can be inserted into templates by clicking buttons or just typing out the field code (including an image of signature).
Create e-mails and print documents that pull information from your contacts database. You only write a template once! Instead of creating dozens of letters with "Dear John", "Dear Michael", "Dear Bill", just create a template with "Dear <<FirstName>>" and let the software do the work for thousands of letters.
Many contact fields can be inserted into templates by clicking buttons or just typing out the field code (including an image of signature).
TEMPLATE MANAGER
The Parsing System allows you to add new contacts from text, HTML pages, emails, etc.
If you receive a confirmation email from your website about a purchase, you shouldn't have to retype the information contained in the email to your database! Just use the Parsing System to import the data all at once (and even automatically with the Email Rules Manager).
Have a humongous list of contacts information on your clipboard? Just click the parsing scheme relevent to the clipboard data and the contacts will be inserted into your Contacts database.
If you receive a confirmation email from your website about a purchase, you shouldn't have to retype the information contained in the email to your database! Just use the Parsing System to import the data all at once (and even automatically with the Email Rules Manager).
Have a humongous list of contacts information on your clipboard? Just click the parsing scheme relevent to the clipboard data and the contacts will be inserted into your Contacts database.
PARSING SYSTEM
The Knowledge Base is the place to store articles and other information that could be useful to you, your clients, or your employees.
The powerful search system allows you to find any related data with ease. Use it for company policies, employee training... it's your personal text and media library!
The powerful search system allows you to find any related data with ease. Use it for company policies, employee training... it's your personal text and media library!
KNOWLEDGE DATABASE
Store any type of data. Use the Virtual File Cabinet for all kinds of collections, such as reminders, audio messages, audio phone conversations, lists, etc.
The fields are context sensitive, much like the action buttons on the main screen (e.g. if the field contains a URL, it will open a web browser, if it's audio, it will play it, and more).
Virtual file cabinets can be linked to contacts, providing a good way to keep track of tons of related text and media.
The fields are context sensitive, much like the action buttons on the main screen (e.g. if the field contains a URL, it will open a web browser, if it's audio, it will play it, and more).
Virtual file cabinets can be linked to contacts, providing a good way to keep track of tons of related text and media.
VIRTUAL FILE CABINET
Manage the resources of your company throughout time. For example, prevent conflicts with multiple parties requesting the "ceiling projector" at the same time by plotting who's using it. Create Gantt charts for company progress and plan project roll-outs.
RESOURCES, EVENT & PROJECTS
RESOURCES, EVENT & PROJECTS
Manage the resources of your company throughout time. For example, prevent conflicts with multiple parties requesting the "ceiling projector" at the same time by plotting who's using it. Create Gantt charts for company progress and plan project roll-outs.
A simple but effective area to delineate your company goals to encourage you and your employees to achieve them.
GOAL MANAGER
AGENT TASKS
Daily Tasks control recurring actions that you need to do on a regular basis: daily, weekly, monthly, etc. This area is different from the Personal Agenda and the Task Manager, in that Personal Agenda is geared toward discrete events in your daily life, and Task Manager links the task to a specific contact.
Easily maintain your personal schedule. The agenda shows you everything on one screen: calendar, events, days with events, recurring events, etc.
You can set recurring events to remind you of scheduled activities and specify how many times you want to be reminded. For example, you can set it to remind you of your car payment for 15 payments and then stop.
You can set recurring events to remind you of scheduled activities and specify how many times you want to be reminded. For example, you can set it to remind you of your car payment for 15 payments and then stop.
PERSONAL AGENDA
Our software includes a full-featured Invoice System with features not even found in professional systems.
You can create both product or service invoices. It has one-click groups, allowing you to classify your invoices any way you want.
The Invoice System also interacts with the Inventory system so your inventory is updated in real time. It also interacts with Accounts Receivable, creating records and changing status and balances as appropriate, and with Accounts Payable, where it creates payments based on agent commissions for referred clients.
You can charge credit/debit cards using the Gateway Interaction System incorporated into the Invoice System.
You can create both product or service invoices. It has one-click groups, allowing you to classify your invoices any way you want.
The Invoice System also interacts with the Inventory system so your inventory is updated in real time. It also interacts with Accounts Receivable, creating records and changing status and balances as appropriate, and with Accounts Payable, where it creates payments based on agent commissions for referred clients.
You can charge credit/debit cards using the Gateway Interaction System incorporated into the Invoice System.
INVOICE SYSTEM
CHARGING OF CREDIT CARDS
The Gateway System is a simple and unique way to interact with your internet merchant account from the software without having to retype anything.
It works with all internet merchant gateways that allow the use of an HTTP form (those include Authorized.net, Linkpoint Central, Global Gateway, Network Merchants and Dow Commence).
You can use unlimited gateways, making it possible to charge one client using Network Merchants and another using Linkpoint.
It works with all internet merchant gateways that allow the use of an HTTP form (those include Authorized.net, Linkpoint Central, Global Gateway, Network Merchants and Dow Commence).
You can use unlimited gateways, making it possible to charge one client using Network Merchants and another using Linkpoint.
Control recurring payments with ease. Charge credit/debit cards directly from the Receivables System or create a check draft to pay for a receivable with just one click.
You can create any number of recurring payments over any amount of time. The receivables are synchronized with the Invoice System, so as soon as an invoice is created, a corresponding entry will be added to Accounts Receivable. Once you set it up, you'll always know what your clients owe you.
You can create any number of recurring payments over any amount of time. The receivables are synchronized with the Invoice System, so as soon as an invoice is created, a corresponding entry will be added to Accounts Receivable. Once you set it up, you'll always know what your clients owe you.
ACCOUNT RECEIVABLES
ACCOUNT PAYABLES
You can control all your payables in this area, including recurring payables, and create checks to pay for them in one click.
Credit Money Machine Net also has an integrated commission system with unlimited levels that is triggered when invoices are paid, automatically creating a corresponding entry in Accounts Payable.
Credit Money Machine Net also has an integrated commission system with unlimited levels that is triggered when invoices are paid, automatically creating a corresponding entry in Accounts Payable.
Print checks on blank check paper. No need to buy pre-printed checks. Use versa check 3000 or 1000 format or compatible.
You can print blank checks to fill in by hand or already filled-in checks from your company information and your clients data. You can also create check drafts that you can deposit in your bank without your clients signature.
Control unlimited bank and credit/debit card accounts. The reconciliation system will advise you if there are any discrepancies with your bank / card statements.
You can print blank checks to fill in by hand or already filled-in checks from your company information and your clients data. You can also create check drafts that you can deposit in your bank without your clients signature.
Control unlimited bank and credit/debit card accounts. The reconciliation system will advise you if there are any discrepancies with your bank / card statements.
CHECK WRITING
