COLUMBIA, MD., April 15, 2015 – Making Acceptable Homeowners (MAH), a non-profit mortgage underwriting counseling agency, has partnered with IndiSoft to deploy RxOffice® Counseling Management System (CMS) to manage their pre-purchase counseling cases to assist clients in achieving the goal of homeownership. RxOffice® CMS provides an easily accessible and secure channel for counselors to communicate with homeowners, creating an avenue for counselors to collect required documents.
"Time management is paramount in our business, and RxOffice® CMS has allowed us to streamline and automate communication with our clients," said Stephen Lewis, founder and CEO of MAH. "With IndiSoft’s direct-to-consumer portal, MAH can now upload documents and send important reminders to clients and counselors effectively."
Irving, Texas-based MAH has experienced mortgage underwriting professionals working to build community and economic growth by advancing strategic counseling to develop qualified home buyers. The agency offers services to clients virtually and via phone. Prior to implementing RxOffice® CMS, MAH found it challenging to communicate with clients and securely collect documents while tracking the progress from both a counselor and an agency perspective. MAH also had challenges with client follow-ups in a timely manner. "With the vast amount of documentation we need to consolidate, it was essential that we find a CMS that would make this transition seamless and have everything within one database," Lewis explained."
To improve efficiency, MAH is using the RxOffice® CMS module through a customized workflow that automatically reminds counselors and clients if documents have been uploaded.
"RxOffice CMS will improve the productivity and efficiency of MAH with the customized workflow catered to its needs," said Sanjeev Dahiwadkar, CEO and president of IndiSoft, a technology development firm that specializes in systems for the financial services industry. "Automating the process, improving communication between all the involved parties and detailed reporting are important to counseling agencies and their funding streams, which are often dependent on the number of clients they manage."
About IndiSoft LLC Columbia, Md.-based IndiSoft LLC is a global company that develops collaborative technology solutions for the financial services industry. Through various portals, IndiSoft’s RxOffice® platform (patent pending) enables disparate parties to communicate and transact online in real-time. The transparent workflow technology improves the efficiency of business processes and offers audit, compliance and quality control capabilities to accelerate decision making and support business excellence. For the fourth consecutive year, IndiSoft was named to the Inc. 500|5000 listing of the fastest growing private companies in the U.S. and was selected as one of the Top 50 Service Providers by Mortgage Technology magazine in 2011, 2012 and 2013. For more information about IndiSoft visit its Web site at http://www.indisoft.us.