LucidTrac ERP - A New Era in Mortgage Company Operations

written by Victor Ocasio / [email protected] on Tuesday 10/04/2022

updated on Saturday 02/25/2023 18:10 UTC

Tags: General News ( 6 ), ERP Software ( 21 ), Mortgage Companies ( 1 )

The mortgage industry has been through a lot of changes in recent years. New regulations, tighter lending standards, and the rise of online mortgage companies have all combined to make getting a loan a much different experience than it was even a decade ago. In the midst of all these changes, one company is leading the way in providing cutting-edge technology to help mortgage companies streamline their operations and close more loans. That company is LucidTrac, and their flagship product is the LucidTrac ERP (Enterprise Resource Planning) system.

The LucidTrac ERP system is designed to help mortgage companies leverage the suite of tools to get loans closed. From digital document signing, multiple communications channels like SMS, Voice & Email. Track the loan via your customizable pipeline and never miss out on who is doing what tasks with built in task management. Bring your Agents / Sellers & buyers together under one platform makes for faster issue resolutions. All of these features are designed to help simplify and streamline the loan process so that you can close more loans in less time.

In addition, the LucidTrac system is highly customizable and can be tailored to fit the specific needs of your mortgage company. Whether you're a small operation with just a few employees or a large national firm with hundreds of employees, the LucidTrac system can be scaled to meet your needs. And because it's cloud-based, you can access it from anywhere at any time - perfect for busy loan officers who are always on the go.

If you're looking for a new ERP system for your mortgage company, look no further than LucidTrac. Their cutting-edge technology will help you streamline your operations and close more loans in less time. And because it's highly customizable and cloud-based, it's perfect for companies of all sizes. So check out LucidTrac today and see how they can help your business grow!

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Interactive Design, that makes the impossible possible.

LucidTrac is a versatile and scalable cloud based ERP software platform that can be deployed from one person to hundreds. With LucidTrac, you can have a smooth and seamless experience from beginning to end.

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Visit our YouTube channel at https://youtube.com for help and videos about the #LucidTrac Platform.

As any organization grows, it is important to take a step back and assess how things are running. Are we on strategy? Is our process flow efficient? Do we have the right people in the right roles? Do we need to make any changes in order to continue scaling effectively? These are all important questions to ask oneself in order to course correct where necessary. By asking these tough questions, we can make sure that we are always moving forward and improving as an organization. Additionally, it allows us to identify any potential roadblocks before they become actual problems. So if you're feeling stuck, ask yourself these questions and see where you can make some improvements.

What are some of the ways you've automated your business?
How have you been able to reduce the amount of time you spend on administrative tasks?
What tools do you use to manage your workflow?
What systems have you put in place to ensure that your work is done efficiently and accurately?
How do you handle errors or unexpected problems in your workflow?

#LucidTrac is always here to answer any questions you may have. We have a strategy and process flow for every situation. Our goal is to provide the best possible service for our clients. We are here to help you every step of the way. If you have any questions, please don't hesitate to contact us. Thank you for choosing #LucidTrac!

Read our Blog Post:
Scaling Your Business: Strategies for Maximizing Efficiency and Effectiveness

Compare LucidTrac to other online platforms

To help you get a better understanding of your needs by comparing LucidTrac to other online ERP / SaaS platforms.

LucidTrac offers a comprehensive solution to streamline all of your business operations.

With its fully customizable features, LucidTrac allows you to tailor the platform to meet the specific needs of your business.

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Freshdesk CRM

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Comparing Feature	LucidTrac	Zoho CRM	Zendesk CRM	Freshdesk CRM	Salesforce CRM	Monday CRM	HubSpot CRM	Keap CRM	Sugar CRM	SherpaDesk CRM
Price	$300 Unlimited Users	$49 Avg/Per User	$149 Avg/Per User	$109 Avg/Per User	$125 Avg/Per User	$99 Avg/Per User	$99 Avg/Per User	$49 Avg/Per User	$45 Avg/Per User	$49 Avg/Per User
Free Trial	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Support 24/7	Yes	Yes	No	No	No	No	No	No	No	No
Developer API	Yes	Yes	No	Yes	No	No	No	No	No	Yes
Dashboards	Yes	Yes	No	Yes	No	Yes	No	No	Yes	No
To-Dos	Yes	Yes	No	Yes	No	Yes	No	No	Yes	Yes
Products & Assets	Yes	Yes	No	Yes	No	Yes	No	No	Yes	Yes
User Roles	Yes	Yes	No	Yes	No	Yes	No	No	Yes	No
2FA (Two-Factor Authentication)	Yes	Yes	No	Yes	No	Yes	No	No	Yes	No
Multi Method Importing	Yes	Yes	No	No	No	Yes	No	No	No	No
Documents & Templates	Yes	No	No	No	No	No	No	No	No	No
iOS/Android Apps	Yes	Yes	No	No	No	No	No	No	No	Yes
Statistics & Reporting	Yes	Yes	No	Yes	No	No	No	No	No	Yes
Storage	500G Base Node	1G	1G	1G	1G	1G	1G	1G	1G	-
Monthly Payments	Yes	Yes	No	Yes	No	No	No	No	No	Yes
Campaigns	Yes	Yes	No	Yes	No	No	No	No	No	No
Exporting Services	Yes	Yes	Yes	Yes	No	No	Yes	No	Yes	No
Emailing	Yes	Yes	No	Yes	No	No	No	No	No	No
SMS Inbound/Outbound	Yes	Yes	No	Yes	No	No	No	No	No	No
Voice Calling Inbound/Outbound	Yes	Yes	No	Yes	No	No	No	No	No	No
IVR Services	Yes	Yes	No	Yes	No	No	No	No	No	No
Google Calendar/Authentication	Yes	Yes	No	Yes	No	No	No	No	No	No
Service Tickets / Time Tracking	Yes	Yes	No	Yes	No	No	No	No	No	Yes
Email to Service Ticket Services	Yes	Yes	yes	Yes	No	No	No	No	No	Yes
Time Clock / Payroll Exporting	Yes	No	No	No	No	No	No	No	No	No
Networking / IP & Host Management	Yes	No	No	No	No	No	No	No	No	No
Web Forms / Landing Pages	Yes	Yes	No	Yes	No	No	Yes	No	No	No
Invoice/Payment Collections Tools	Yes	No	No	No	No	No	No	No	No	No
Customized Programming	Yes	No	No	No	No	No	No	No	No	No

So what are you waiting for?

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What Do People Say?

I have known Victor for over 20 years and can honestly say he is one of the most gifted computer programmers I have seen. Together we have built many wonderful tools & applications for my customers. His team and his talents can not be understated, and as I like to call them miracle workers and amazing problem solvers. At any given point we will always have 2 or 3 projects in the works and all from happy customers. Thanks Victor and OmniV~ for all your hard work and dedication to your craft.

We have been using OmniV~App Suites since 2010 this was well before they relaunched as LucidTrac and will never switch to anything else. We have tried many other systems but OmniV~App Suites ( LucidTrac ) is in a world all it's own.

In 2007 we began our adventures with Victor & OmniV~, We have since integrated all of our ERP/CRM services, Inventory and Asset Tracking through their LucidTrac ERP/CRM. Our team has worked hand in hand with OmniV~ QA department to build customer RDI solution into LucidTrac that others could not deliver on. From there we have expanded to using TraX & Google Cloud Services linked through the LucidTrac. Thanks OmniV~ for all the hard work and dedication.

Sometime in mid 2011 we began using the OmniV~App Suites CRM to track and manage our DEBT-LEADS. This was a completely CUSTOM application built with the help of the QA-Team @ OmniV. These guys can truly take any vision and make it a reality. Thanks OmniV~

We started using LucidTrac - TraX in conjunction with our Regsicope (RDI) report center; They have made the process of tracking our returned checks a breeze and there application is easy and quick to use; The built in TEMPLATE system lets us generate collection and notices for direct mailing. They have made this part our lives smoother in this process. Thanks OmniV~

We have been using Omni V since 2011. There team and service is impeccable. We highly recommend them to anyone looking for there services that they offer. They are highly qualified and very reasonable on their pricing. You will not be disappointed at all with OmniV~. Sincerely, Michael A.

We found LucidTrac - Trax by lucky accident back in January of 2016 and the team has been nothing but the best in getting us collecting on our returned check items. Trax has been an amazing tool that allows us to take care of a this unfortunate part of the distribution and fulfillment process.

We reached out to OmniV in mid 2011 after our website was shall we say seen better days. There team was able to address our issues and have provided us with outstanding service and support since then. We are happy Victor and his team our on our side to make managing emails and our website a breeze.

Get a free 30 minute demonstration of our comprehensive ERP software platform now! Say goodbye to cumbersome and expensive solutions with our easy-to-use platform.

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