CompenSafe Features

Branch Management in a Box

Everything you need for optimized & efficient mortgage lending

Standard
Add On
On
Roadmap
LOS Integration
  • Byte
  • Calyx Point
  • D+H MortgageBot
  • Encompass
  • LendingQB
  • OpenClose
 
  • PCLender
Payroll Systems
  • ADP
  • AllPay
  • Ceridian
  • ExponentHR
  • Genesis PPG
  • IOI Payroll
  • Paychex
  • Paycom
  • Paycor
  • Paylocity
  • StratEx
   
Accounting Systems
  • AMB
  • FIS Bankway
  • Multiview
  • Prologue
  • Intacct
  • Workday
 
Real-Time Loan Data
  • Loan Revenue
 
Role-Based Compensation Plans
  • Assistants
  • Loan Originators
  • Managers
  • Processors
  • Teams
 
  • Underwriter
Automated Compensation Calculations
  • Bonuses
  • Employee Termination
  • Flat BPS Compensation Plans
  • Guaranteed Minimums
  • Manager Overrides
  • Manual Payroll Adjustments
  • Non-Recoverable Draws
  • Recoverable Draws
  • Tiered Compensation Plans
 
  • FLSA Overtime
Comp Agreement Upload & Storage  
  • PDF Creation and Export
Payroll Management
  • Audit Reports
  • Batch Upload
  • Comp Plan Templates
  • Lock Down Payroll
  • Payroll System Exports
  • Weekly, Bi-Weekly, Semi-Monthly, Monthly Pay Periods
 
  • Commission statement PDFs
Verifications Workflow
  • Branch Manager Commission Verifications
  • Compensation Plan Verifications
  • Loan Commission Verifications
   
Dashboards
  • Management Dashboards
  • Pipeline Dashboard
  • Production Dashboard
  • Volume Trends Dashboard
  • Projection Dashboard
  • Custom Dashboards
 
Reporting
  • 140+ Out-of-the-Box
  • Custom Reports
  • Ad-hoc Reporting
Scorecards
  • Branch Scorecards
  • Corporate Scorecards
  • Loan Originator Scorecards
  • Region Scorecards
 
  • Processor Scorecards
Unlimited Users    
Projections  
Surveys  
In Process Emails  
Training
  • Company-wide Training
  • On-Site Training
 
Help & Support:
  • Knowledge Base
  • Live Chat
  • Phone Support
   
Software Updates    
Mobile Site    

With CompenSafe seamlessly embedded into your workflow you gain a realm of insight into your mortgage lending performance, production, and profitability without having to add any additional steps to the loan origination process. Request a live demo to see how CompenSafe will help you engage in optimized and efficient lending.