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Advance Solutions » Automatic Data Synchronization

Automatic Data Synchronization
Buy back your precious sell time by eliminating manual Import/Export

Gain even more time by eliminating redundant data entry

Gain immediate and significant workflow improvement


New loan files, or changes to individual fields in your Loan Origination Software (LOS) will automatically update your ACT! or Goldmine database. Create a new LOS file from your contact database with just a click! Missing data, duplicate data entry, and data entry transcribing errors are practically eliminated.


Choose one way or bi-directional synchronization between any two data formats.






Data formats include:
  • ACT!
  • Goldmine
  • Calyx Point
  • Genesis 2000
  • Loan Handler
  • Mortgage Coach
  • Outlook
  • Exchange
  • QuickBooks
  • Lotus Notes
  • ODBC
  • Access
  • SQL
  • Oracle
  • FoxPro
For more information contact our advance services department at 813-752-8884 or email us at info@cd-consultinggroup.com

 
Testimonials
“It has been fun watching my team embrace this new way of doing business. Our referral partners are blown away with our lead management and tracking ability, not to mention all the automated communication when we have a deal in process. Your complete understanding of the mortgage process is incredible! ”

Tom Jacobs
The Home Lending Center
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