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Mission Global Organic Search
Sean Hunt submitted a form to get some more information on CSI Software -
Introduction Call
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 -
Period: to
Schedule Demo
Will was working with Henry to get a demo on the books but could not get a date down for Henry and MG team -
Will hand off to Enzo
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 Hand off to Molly
Enzo passed over all opps to Molly in March so she could get this lead reconnected. -
Period: to
Reconnect
Molly to continue to get this on the books -
Reconnect Call Scheduled
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. -
POC Demo
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Period: to
Questions
Mission Global had questions on pricing and flexibility with structure -
Pricing Sent
Pricing sent to MG team -
Period: to
Reconnect
Try to get an update on timeline -
Mission Global Organizational Changes
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. -
MG Reach out to Henry
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. -
Mission Global POC Reconnect
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. -
MG Send Docs over for POC
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 -
Period: to
Henry Update HOLD
Waiting for Henry and team to decide next steps and if we want to take on this project -
Molly to get Update
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" -
MG Reach Out for Update
Can we circle up this week and discuss next steps? Let me know what day and time works best for your team. -
Molly to get Update
Henry giving no direction on how this project is or is not moving forward. -
Sandra Davis Reconnect
Sandra and Molly reconnect and project needs and pricing -
Mission Global Pricing
Met with Sandra to clarify pricing and to identify if this was still on their agenda -
Meeting with High Management
Sandra reached out to discuss they are meeting with top management to discuss CSI -
Meeting Booked to reconnect
Meeting booked for next Tuesday to discuss CSI with top management