Mortgage POS Software

These Toolkits include the following to Help Select POS Software Successfully:  

Click to Enlarge	EASILY SELECT THE BEST SOFTWARE using over 3,064 state-of-the-art POS features criteria! SAVE WEEKS, even MONTHS OF TIME with industry-leading criteria that ensure nothing is overlooked! Quickly and accurately create a unbiased mortgage point of sale RFP that best communicates your specific requirements to vendors! Easily identify your exact needs, then simply delete those that are not needed!  This Excel-based template is universally understood, comes with online Help, and is highly customizable.  In addition, a detailed Feature to Cost Traceability function helps assure a smoother system inplementation and maximum ROI. All RFP questions are in quantitative format for accurately choosing the best POS software system. View the state-of-the-art and extensive POS selection criteria categories in the Mortgage POS System RFP Table of Contents.
Click to Enlarge	IDENTIFY FEATURE AVAILABILITY & DELIVERABILITY. Unlike other mortgage POS software RFPs, Infotivity RFP Masters template automatically collect the information needed to identify BOTH the AVAILABILITY of software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each mortgage point of sale RFP Master includes a Feature Support Matrix™ (FSM) to automatically capture this information, which can be used to create very accurate and reliable mortgage POS software system implementation schedules. View samples here.
Click to Enlarge	DETERMINE RISK and SUPPORTABILITY. Mortgage Point-of-Sale Software RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX™ of each proposed software system. This index ranks the potential support problems inherent in each proposal. Accurately compare the amount of ongoing support needed to keep each proposed mortgage point of sale software system up and running. Measure the true impact of each system on your business over the long term.  View sample here.
Click to Enlarge	ENHANCEMENT COST TRACKING - This RFP template feature provides a facility for cross-referencing the cost of specific custom programming and/or scripting tasks with vendor invoices. This enables the RFP to become a very useful implementation cost management/audit tool. Ideal for Earned Value Management (EVM).
Click to Enlarge	CUSTOMIZABLE WEIGHTED GRADE SCORING - (automatically calculate suitability to unique company needs!) Highly flexible weighted grade score based on user-defined weights down to the detail row and response level is calculated for each RFP question criteria. This user-defined, customizable weighting allows vendor RFP responses to be evaluated based on your company's specific needs priorities. Calculate weighted scores by department, by workflow process, by application, or by activity to calculate a score that reflect the true value and impact of a proposed POS software system.
Click to Enlarge	WORKFLOW TOPICS ensure the proposed POS software for management can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
Click to Enlarge	VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor mortgage POS software proposals. View example here. For a more detailed description of a vendor RFP response validation Click Here!
	EASILY CUSTOMIZED to meet your unique mortgage point of sale system needs, using basic Excel techniques.
	PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!     No installation, no learning curve.

Click to Enlarge

"APPLES-to-APPLES" FEATURE COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed mortgage point of sale system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart™ matrix included with this RFP at no extra charge. View a typical comparison here.

Click to Enlarge

"Mortgage POS Response Evaluation Ratios (scores) indicate how a vendor is planning to provide the proposed solution, e.g. the pros and cons of a vendor proposal from a practical "is it doable?" perspective. See HOW a vendor is planning to address each of your requirements, and just how reliable it really is.. View a typical evaluation ratios here.

Click to Enlarge	RESPONSE QUALITY ANALYSIS RATIOS - SIDE-BY-SIDE COMPARISON - (Compare proposal feasibility side-by-side!) Compare the "doability", i.e., the feasibility, of vendor proposals compared to each other in detail. See HOW each vendor is planning to provide the solution to your needs, and if that solution is really viable.
Click to Enlarge	"In-Depth Financial Analysis Ratios provide valuable insight into how proposed software will impact your organization immediately and over the long term. View and compare side-by-side key financial ratios such as Payback Period, Present Value (PV), Net Present Value (NPV), Internal Rate of Return (IRR), and others. View financial analysis ratios here.

Click to Enlarge	AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed mortgage POS system matches up to your business priorities. This graph compares the overall total scores for each proposed POS system. This Score is based on all mortgage point of sale vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Feature Delivery Methods This graph compares HOW each mortgage POS vendor is planning to deliver the proposed POS system. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. The scores used in this mortgage point of sale comparison are based on responses to mortgage POS system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Supportability Index A proposed POS system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a mortgage point-of-sale system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to mortgage point of sale software system features only. This graph compares the potential support effort inherent in each proposed mortgage POS software system. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Overall Comparison This graph compares the total Weighted Score of each proposed mortgage POS system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed mortgage point of sale system and whether or not the POS system can indeed be implemented by the proposing mortgage point-of-sale vendor successfully. View sample 3-D Bar Chart comparison here.
Click to Enlarge	Vendor Profile Scores This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the POS RFP for mortgages. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing mortgage point of sale vendor. View sample 3-D Bar Chart comparison here.

	COVER LETTER SAMPLES - Make the task easier with this mortgage POS RFP cover letter template collection. Choose from Letter samples designed for all events, such as "RFP Response Request", "Intent to Respond", "No Intent to Respond", "RFP Change Enclosed", "Proposal Rejection" "Finalist Selection", and " Best & Final Offer Request" to meet your unique mortgage point of sale system needs.
	FULL VERSION of the RISK ASSESSMENT MATRIX CHECKLIST focused on mortgage POS system acquisition and implementation projects for working sample "Click Here"
	BPR / BPE / WORKFLOW Processing Checklists - Excel-based template for mapping the current "AS-IS" state of an existing mortgage point-of-sale business process down to the data element level, a time-saving organizer when developing the new "TO-BE" state, or when trying to determine what is required to implement a new process, or when preparing for data conversion.
	The OPTIMIZED RFP GUIDE. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom point-of-sale RFP questions for mortgages. Included or Sold Separately
	The MORTGAGE POS SOFTWARE CUTOVER CHECKLIST Helps Streamlines Implementation! Included or Sold Separately
	MS Word DOCUMENTATION describing the organization and usage of the mortgage point of sale RFP and Evaluation/Comparison matrices.

      (See bottom of this page for pricing information.)

      A Detailed & Comprehensive List of:

      Utilize an Extensive List of:

      Identify BOTH Mortgage Software Features Availability and Deliverability

      Determine the Risk & Supportability of Proposed

      Effectively Manage Implementation

      Workflow Topics Included.

      Vendor Response Input Validation.

      Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems

      Evaluation Ratios

      WEIGHTED GRADE POINT SCORING

      These comprehensive and CUSTOMIZABLE Weighted Grade Point Scoring functions are used to determine how well MATCHED a vendor mortgage POS proposal is to your specific prioritized mortgage POS system requirements

      Weighted Grade Score Graph

      Feature Delivery Method Comparison:

      POS Supportability Index Graph:

      Overall Comparison Graph:

      Vendor Profile Score Graph:

      Cost Savings Analysis:

Calculates and illustrates Yearly Savings, Payback Period, Return on Investment (ROI), Internal Rate of Return (IRR), and other decision making ratios pertinent to a software/platform selection project.

$549.00 US      

You may also be interested in an RFP Template for:

Loan Origination Software (LOS).

View the complete RFP template List of all available Software Systems.

Just starting a project and need a good system requirements Fit-GAP template?

Obtain a General Fit-GAP template here.

Looking for a qualified, local system selection consultant? An Infotivity-certified consultant offers the expertise and tools needed to provide valuable advice & services at each step of the mortgage POS system platform selection process! Let us recommend a certified consultant!

Used By These Great Companies & Many Others - Learn Why!

Return to the TOP of the POS Mortgage System for Mortgages Page.