Purpose : To provide their customers the ability to apply for Mortgage Loans online, retrieve documents online, electronically sign documents, retrieve 24/7 status of the loan as well as link into the current legacy system of Calyx Point. In addition, to provide Intranet ability of workflow ability of Group Scheduling, Group Contacts, and an automated  Marketing form system.

Customer Summary:
einSteinert Mortgage is a privately owned and operated mortgage lender based out of the Houston, Texas area with remote offices in Texas and Iowa. They are growing rapidly and need the ability to share loan information quickly and at a lower cost of operation. einSteinert Mortgage approached Orisis Software, L.P. to provide them with a means to receive real-time mortgage loan processing online and have the loan information be linked into their legacy sytem of Calyx Point. As the development of the system progressed, einSteinert Mortgage expanded the request to provide direct access to such information as local appraisers, title companies and realtors. During the loan process, einSteinert Mortgage wanted to provide their customers full access to the loan status and to provide the customers the ability to retrieve and digitally sign required documents as needed.

"The mortgage business is extremely competitive, the product is a commodity and our only ability to differentiate is based on our relationships with our customers.  Once we realized this, we knew we had to rapidly improve our technology to be able to compete.  The Orisis Mortgage Solution was a great fit for us.  Orisis' technical team knew how to lead us through the design process, and once we'd completed that they quickly drove the project to completion.  The software is outstanding as well.  This is the only content management package developed specifically for the mortgage industry, and we could tell.  Our cost and time to implement were lower than they would have been with an off the shelf package, and we benefit from the added functionality as well." Jill, Manager einSteinert

Site Engine:
einSteinert Mortgage utilizes the OCMS-Mortgage and OCMS-Point package with some additional custom design for the layout, application, and custom reports. During the design of the OCMS-Mortgage package. At the request of einSteinert, Orisis Software, L.P. partnered with Calyx, the manufacturer of Point, to allow Orisis Software, L.P. direct access to the SDK to design the the OCMS-Point package.

Initial Design
Layout Implentation
Initial Content