Seems a waste of your future to record all this data only to have it sit in a manilla file through eternity.
"In Utopia, your funded 1003 is shipped off to a 1003 Archive Database where you can use that valuable data for mailouts throughout the year."
In Utopia, when your loan is funded you get automatic Thank You letters printed for mailing and your 1003 is shipped off to a 1003 Archive Database where you can use that valuable data for mailouts throughout the year. Use our built in Marketing Manager to print labels and letters using your previous customers names and addresses.

Rates drop ? Do a search on which customers have higher rates that have closed their loans in excess of a year ago and mail them a letter letting them know what they can save!

All at the touch of a single button!

This is A.I.
This is Utopia