MULTIPLE SYSTEMS!

@ScarlettNetwork @scarlettnetwork @scarlettnetwork @scarlett_network

SET YOUR OWN CUSTOM FEES AND FEE TYPESConfigurable fee types – Manage your agent/broker relationships the way you want!

PAY AND GET PAID… FASTAutomatic direct deposit & pre-authorized payment

PAY AND COLLECTCapture agent commissionsCapture collections & expenses

IN-DEPTH BUSINESS PERFORMANCE ANALYSISStay on top of your businessOptimize business operations through granular reportingInstant snapshots of your cash flow positionUnderstand highest producing agentsUnderstand which lenders are top lenders and much more …

STAY ON TOP OF YOUR TAXEST4A generation – Value add service for mortgage agentsReport agent T4A’s to CRA with a click of a button

STOP USING MULTIPLE SYSTEMS!Everything a Broker needs in one, easy to use tool!

www.scarlettenetwork.com

LOAN AND DEAL ORIGINATION / POINT OF SALE

CRM & DEAL FLOW MANAGEMENT

CORPORATE AND AGENT WEBSITES

DIGITAL MARKETING

PAYROLL & COMMISSIONSPROCESSING

PARTNERS NETWORK/UPSELL

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Report agent T4A’s to CRA with a click of a button

SCARLETT VS

COMPETITORS


LOAN AND DEALORIGINATION /POINT OF SALE

Submit to all LendersCredit Bureau (Equifax & TransUnion)Client Mortgage App Process / Customer Journey Client PortalProof of Down PaymentProof of IncomeProof of IdentifyFilogix Integration (Push & Pull)Condition ManagementCRA Document OrderingESIGNAuto Documents / Smart ConditionsZapier Integration

Pipeline & Deal Flow ManagementLead & OpportunitiesContact ManagementAutomatic Digital Communications (Email, SMS, Whatsapp)

Automatic Task ManagementOutlook & Google Synchronization (Email, Calendar, Contacts)

Analytics & Business IntelligenceCustom ReportingCustom Work flows

CRM & DEAL FLOWMANAGEMENT

CORPORATEAND AGENTWEBSITES

COMPLIANCEPAYROLL &COMMISSIONSPROCESSING

Responsive and Secure WebsitesTeam and Individual WebsitesState of the Art Mortgage CalculatorsContent ManagementSearch Engine Optimization ToolsWebsite Analytics

Configurable Commissions and Pay Calculator Configurable Agent and Broker Splits Configurable Fee TypesEFT - Direct Deposit and Pre-Authorized Payment ComplianceT4A Generation & SubmissionPayroll Source Deductions

Digital MarketingPartners Network & Upsell Engine

OTHERTOOLS

COMPETITORSFEATURES

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SYSTEM FEATURES

• Clients can easily apply for a mortgage by using the most user friendly platformin the industry

• Laptop• Desktop• Mobile device

• Achieve instant access to valuable client and customer data services such as:• Request Equifax & TransUnion Credit Reports• Bank statements in order to verify proof of down payment and income• Identity verification and validation• Client CRA documents• Single location document management

• Easily get your customers to eSign required documents• Generate provincial and additional application forms• Automatically request required documents from borrowers• Upload and store all deal documents on the cloud• Access your deal documents anywhere and at any time

• Submit to all Canadian lenders whenever, wherever

• Automatically transfer and copy your deal data to any system of your choice viaZapier

Customize your deal pipeline and implement your own process







LOAN & DEAL ORIGINATION /POINT OF SALE

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CRM AND DEAL FLOWMANAGEMENT

STOP USING MULTIPLE SYSTEMS!• Pipeline & Deal Flow Management • Outlook & Google Synchronization (Email, Calendar, Contacts)• Customer Relationship Management • Analytics & Business Intelligence• Leads & Opportunities • Custom Reporing• Contact Management • Custom Workflows• Automatic Task Management • Filogix Integration (Push & Pull)• Automatic Digital Communication / Marketing

MAKE SURE EVERY CLIENT GETS YOUR BEST• Consistent Customer Journey Management• Client & Document Portal• Pipeline & Deal Flow Management

RUN YOUR BUSINESS LIKE A PRO!• Your own brand• Professionally Designed and Written Client Communication• Automatic Notifications

STAY ON TOP IMPORTANT DATES & DEADLINES• Task Management• Business Automation / Reminders and TO DO’s

GATHER DOCUMENTS AND KEEP THEM ORGANIZED!• Standard and Provincial Form Generation• Client Document Portal / Document Solicitation• Automatic Document & Condition Management

KEEP ALL CLIENT RECORDS IN ONE SPOT!• Leads, Contacts, Deals, Emails (SENT and RECEIVED), Tasks Notes, and Documents

NEVER MISS A COMMUNICATION• Automatic Digital Communication (email, SMS)

STAY A FEW STEPS AHEAD• Intelligent Analytics• Business Intelligence & Reporting• Database Mining

YOUR BUSINESS WHERE YOU ARE• Mobility - Desktop, Laptop, Tablet, Phone or all … its your choice• Leads & Opportunities, Contacts, Deals, Emails, SMS, Whatsapp, Tasks, Notes, and Documents• Automatic Digital Communication (email, SMS, Whatsapp)• Take advantage of built-in esign features

NO PRINTER NO PROBLEM• Solicit E-Signatures from One or More individuals

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CORPORATE AND

AGENT WEBSITES

BEAUTIFUL ON ANY DEVICE• Desktop and Mobile Sites

ON BRAND DESIGNSSites for Brokerages, Teams and Individuals

THE BEST TOOLS FOR YOUR CLIENTSState of the Art Mortgage Calculators

EASY TO USE ONLINE MORTGAGE APPLICATIONClient Mortgage Application Capture

MORE VISITS = MORE LEADSSearch Engine Optimization Modules

STAY CONNECTEDSocial Media Integration

THE BEST CONTENT FOR YOUR CLIENTSManage your Own Content

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DIGITAL AND PRINT READY MARKETING TEMPLATES

COMMUNICATION MARKETING (CAMPAIGNS & AUTOMATION)

• Email• SMS• Whatsapp• Social Media

EMAIL SIGNATURES

SEARCH ENGINE OPTIMIZATION







& MARKETING

DIGITAL MARKETING







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PAYROLL AND

COMMISSIONS PROCESSING

SAVE TIME, SAVE MONEY• Do MORE with less• Minimize your labour cost• Live integration with all major Mortgage Origination platfoms(Scarlett, Filogix Expert, Velocity and more to come)

• Process agent commissions in addition to salaried staff members with PayrollSource Deductions module

INCREASED PRODUCTIVITY• Process more deals in less time• Payroll, Commissions Processing and Compliance all in one single system

COMMISSION STRUCTURES THAT WORKFOR YOUR BUSINESS

• Configurable commissions & pay calculator

SET YOUR OWN SPLITS• Configurable splits – Desk fee & split-based compensation models!

SET YOUR OWN CUSTOM FEES AND FEE TYPES• Configurable fee types – Manage your agent/broker relationships the way you want!

PAY AND GET PAID… FAST• Automatic direct deposit & pre-authorized payment

PAY AND COLLECT• Capture agent commissions• Capture collections & expenses

IN-DEPTH BUSINESS PERFORMANCE ANALYSIS• Stay on top of your business• Optimize business operations through granular reporting• Instant snapshots of your cash flow position• Understand highest producing agents• Understand which lenders are top lenders and much more …

STAY ON TOP OF YOUR TAXES• T4 & T4A generation – Value add service for mortgage agents• Report agent T4A’s to CRA with a click of a button

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GENERATE ADDITIONAL REVENUES AND LEADS WITHOUT HAVING TO LIFT A FINGERCurrent Integrated Production:







PARTNERS NETWORK /UPSELL ENGINE

Pay-As-You-Go

Bank Statement Downloads $2.50/transaction

Identity Verification $1.00/transaction

E-Sign $2.50/transaction

CRA Document Orders $19.00/order

DOS Unlimited Convenience Package

Unlimited Bank Statements Included

Unlimited Identity Verification Included

Unlimited E-Sign Included

Up to 6 CRA Orders per Month Included

Startup Package

Pay-As-You-Go

DOS Convenience Package Included

Website Included

CRM Included

Business Automation Included

DOS Unlimited Convenience Package

WEBSITES/CRM/BUSINESS AUTOMATION $79 MONTH/PER USER

PAY-AS-YOU-GROW

BUNDLED PACKAGE $169 MONTH/PER USER

DOS CONVENIENCE

PAYROLL/COMMISSIONS/COMPLIANCE

$99 MONTH/PER USER

STARTING AT $385 MONTH FOR UP TO 10 PAYEES


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PACKAGE PRICING