Hello {name},

Thank you for contacting us. Accounting for Mortgage Bankers (AMB) is a full-featured accounting system designed specifically for Mortgage Banking. AMB provides integrated web based reporting, dashboard, commission calculation, imaging, workflow, and flexible financial analysis. If you have not already done so, please view and share our Sierra video. It’s a three and a half minute tour of the latest AMB dashboard and reporting features: https://www.mortgageaccounting.com/amb-7-sierra-features/

During the demonstration, we will focus on the parts of AMB most interesting to you. We will include the following:

AMB was built “from the ground up” to serve the mortgage banker. Ease of use and loan level detail are core features. AMB is a live data system.
The Sierra Web Based KPI dashboard and reporting system, with loan level drill down and reporting – each level of manager sees the appropriate version of the P&L and loans.
P&L’s at the loan, branch and company levels are connected. Over 700 reports are included “out of the box”, making implementation faster and easier.
Upload data from your LOS, vendor invoices, warehouse lender, etc. at the loan level. Automation is available.
Reconcile the balance sheet accounts by loan with one mouse click. See all of the accounting for one loan, reconciled, with one mouse click.
The easiest loan level AP system available.
AMB’s commission calculation module provides daily reporting for everyone who gets paid per loan.
Approvalsoft, our AP workflow tool including imaging, automation based on inbound email, and loan level detail.
Paperless workflow.
Installation and training, conversion from your current accounting system. Options for the cloud.
I am happy to add to the agenda at your request!

Joe Signature Block

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