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MereSecure® XMS: Industry Brokers

We see value in using XMS: eXchange Management System for the Industry Brokers.

Ask for proposals from financial and sub-contractors based on provided profile information

Deliver contracts, input responses and final reports or deliverables to clients and customers

Collect client or customer verification documentation for regulatory policies

Marketing desktop for feedback forms, specific services available with existing clients and customers

Why MereSecure® XMS: Industry Brokers?
As a broker there are multiple steps to making a successful deal take place. Many documents and different types of forms flow back and forth during the loan vetting process. Existing tools are implemented for invoicing and purchasing aspects downstream but whenever documents and forms are shared between one or more parties companies rely on email, courier delivery and fax services. File sharing platforms provide file storage plus a form of group collaboration. The XMS platform provides a way to request for lender participation on a particular deal without having to collaborate at all. All with a one time upload of documentation. XMS provides an online work desktop to staff and all invited third party participants. XMS is easy to train on and accessible from anywhere an internet browser is installed. XMS allows you to share any information with clients, affiliate partners, lenders, sub-contractors and other important contacts. This interaction needs to be fully secure and without separate emails repeatedly uploading the same attachments. This interaction needs to be easy to manage. This interaction is best handled with the XMS: eXchange Management System platform. Please contact us TODAY!
What are some XMS product benefits?
  • Brokers need tools to keep track of their property deals from lenders for their clients
  • Secure easy access to latest applicants, transaction details, property information organized into tree view containers
  • Deliver forms for questionnaires, feedback, registration of your services - required responses
  • Deliver documents to clients, customers, suppliers , contractors, employees and vendors
  • Setup an exhibit to collect lender responses for rates and fees on loans, engage with clients
  • Send required documents and forms to regulatory agencies securely
  • Collect signed change orders from owners securely
  • Provide required documentation to financial institutions in financing projects
  • Searchable system of record of all activity with outside participants
  • Provide history audit trail of when a document has been downloaded or uploaded and by who
Additional XMS product benefits
  • High upload maximum filesize limit - beyond that of typical email limitations
  • Automated flow control with searchable elements
  • Input full contact/company information for easy search and re-use
  • Quickly see who has access to documents, restrict access to groups of files
  • Send repeat bundles of files quickly by setting up packages
  • Categorize and add custom parameters to files such as approved by, review date
  • Highly scalable n-tier architecture
  • No software to install (internet browser only)
  • Simple license pricing (SLP)
  • Integrate with any third-party forms package
Many documents are shared with third parties
  • Accounting Documents (Profit & Loss, Balance Sheet)
  • Benefits (Medical, Dental, Vision)
  • Bid and Proposals
  • Billing Receipts
  • Certificate of Insurance (COI) – Liability, etc.
  • Certifications & Trade Specialties
  • Change Order requests
  • City Business License
  • Customer feedback and clarifications
  • Employee Handbook
  • Employee Hiring Packets
  • Environmental Study Reports
  • Feedback forms
  • Lease Documents
  • Lender applications
  • Lists of sub-contractors
  • Permit & Applications
  • Privacy Policy
  • Product Specifications
  • Project Management Meeting Notes
  • Property Titles
  • Questionnaire Forms
  • Rent Rolls
  • Revenue Forecasts
  • Tax Documents (1040, 1099, W-9, I-9, W-4)
  • Traffic Studies
  • Training Materials
  • Work schedules