Solidata Mortgage Tracker

Solidata Mortgage Tracker, the latest version 2.2, is a comprehensive tool designed to manage and optimize mortgage portfolios. Developed by Solidata Ltd, this application, found under the file name Mortgage Tracker.exe, falls into the Business category, specifically targeting Finances.

Solidata Mortgage Tracker™ stands out by ensuring no mortgage penalty expiry date is missed. Over time, as client portfolios expand, opportunities might be lost due to inadequate tracking systems. This program offers built-in reminders for each client’s mortgage process, from application to completion, reducing the risk of missing critical business opportunities.

One of the key features of Solidata Mortgage Tracker™ is the ability to maintain a thorough contact history. This history is accessible both for review and printout, aiding in client file maintenance and adherence to compliance requirements. Additionally, the program includes a mechanism to notify users well in advance of upcoming penalty expiration dates, ensuring timely follow-up.

Another significant feature is the ability to generate detailed business reports. These reports provide statistical data that can be viewed, printed, or emailed, giving users insight into their business performance. Key metrics, such as fees associated with each mortgage (proc fees, life assurance fees, general insurance fees, or broker fees), are easily tracked, ensuring that revenue streams are fully accounted for.

Users can rejoice knowing the program is available for free download, allowing them to try it out without any initial commitment. The previous versions of the program are not specified, implying that 2.2 is the most advanced version yet, incorporating numerous enhancements and updates.

In summary, Solidata Mortgage Tracker™ offers robust features for detailed mortgage management, catering to business financial needs with precision. Its reminder system, exhaustive reporting capabilities, and emphasis on compliance set it apart as an indispensable tool for mortgage professionals.

Pros:

• Extensive reminder system to prevent missed opportunities.
• Detailed reporting and statistical analysis features.
• Comprehensive contact history for improved compliance and record-keeping.
• Available for free download.

Cons:

• Interface may have a learning curve for new users.
• Limited information on support for older versions of the software.

You may want to check out more software, such as All New Mortgage Brain, n-Track Studio or Soccer Stats Tracker, which might be related to Solidata Mortgage Tracker.