-
Sean Hunt submitted a form to get some more information on CSI Software
-
Advisor for bidding and buying
Main thing they want is the note, mortgage, hud till, unit writers, and anything that's collateral on that loan
Key piece of evaluation is document inventory
Looking for a tech that will classify what's within those packages, so they can focus on the ones they need, and create the inventory
Volume: heavily fluctuates, 12-30 million pages a year Next Steps: Get high level demo scheduled for Henry the week of Aug 12 -
Will was working with Henry to get a demo on the books but could not get a date down for Henry and MG team
-
Enzo follow up with Sean after lead had gone silent and Will had passed any cold opps over. There was a delay in the time here because Henry and Will couldnt get on the same page of doing a demo.
-
Enzo passed over all opps to Molly in March so she could get this lead reconnected.
-
Molly to continue to get this on the books
-
Volume of loan processing: 80 and 100,000 loan packs and we could make that number grow, from what he ran in quarter four.
What would be the desired mechanism a shared drive or someone would be using our API & what is the format you want back out as:
Data formal: EXL or CVS, JSAL, XML
Blobs separated in individual documents - separated, and they would provide their mapping. -
-
Mission Global had questions on pricing and flexibility with structure
-
Pricing sent to MG team
-
Try to get an update on timeline
-
Sean got back to me after being silent for a month and explained they had some major changes going on and wouldn't be able to circle in on this until mid September.
-
Another guy from MG called me direct and said they hadn't been doing anything as they didn't have the volume but now they have a deal to process some loans and wanted to see about pricing. The "some loans" volume is 6,250 loans they have to process for compliance at approx 100 pages a loan of 625,000 pages.
-
It IS NOT production ready. We were only doing extraction of HUD document types. Todays call will be to determine what exactly they want to have processed/extracted and if its "one off" type stuff for limited volume that we get the sense of it will vary and they have no idea/can't commit, we will 99% pass on them as we have other things staff needs to do for larger than their 50-60k they may be offering us.
-
After our reconnect call MG sent documents over to Henry and the team to get reviewed and discuss a timeline to set up a POC
-
Waiting for Henry and team to decide next steps and if we want to take on this project
-
Reached out to Henry since no one got back to MG team to discuss next steps and try and get an idea of the timeline CSI sees with this POC. "If answer needed now answer will be no as have to many installs and open projects to take on a one off with limited potential for cash/profit. If want to wait a week until after our large go live projects over 10/21 another story"
-
Can we circle up this week and discuss next steps? Let me know what day and time works best for your team.
-
Henry giving no direction on how this project is or is not moving forward.
-
Sandra and Molly reconnect and project needs and pricing
-
Met with Sandra to clarify pricing and to identify if this was still on their agenda
-
Sandra reached out to discuss they are meeting with top management to discuss CSI
-
Meeting booked for next Tuesday to discuss CSI with top management