Seamless solution from field to office
With construction details from the field flowing into the central FileMaker Pro application from FileMaker Go for iPad to GoZync, Blueprint Capital has a seamless solution for tracking building projects and managing loans. Gone are the days of manually creating documents and spreadsheets, tacking on inspection reports, searching for plans to send to the appraiser, pulling in loan documents and doing this 100 times over for every project. Today, the FileMaker solution streamlines the entire process, from loan origination on the office Mac and field inspection reports on iPads to finished homes marketed on the web.
Mark Knoll, co-founder and CEO of Blueprint Capital, says, "The FileMaker solution has helped us eliminate a lot of duplicate effort, save time and ensure that everyone is on the same page."
For example, Knoll points out that appraisers use the same escrow title companies. Instead of creating an all-new escrow, the FileMaker Platform lets them bring in the default company information and simply change the loan number.
For new loans, all the contact information, origination documents, appraisals, audits and loan conditions are managed in FileMaker. Any changes made in one place are automatically reflected everywhere else. The FileMaker solution then combines everything into a single PDF document to create a complete closing package for the loan.
"Without this FileMaker solution, we would never be able to handle 150 projects per year and a $70 million loan portfolio with our small staff," Knoll states. "Because of the automation, we've avoided the need to hire two more people, saving at least $150,000, which allows us to put more into enhancing the value of our enterprise to builders and community stakeholders."