Evaluate and manage active opportunities, focus sales efforts, accurately forecast sales and better manage time.

Loan Officers, Managers, Regionals and Executives can use the pipeline management tools to:

• Identify high priority leads
• Prioritize their day
• Determine lead counts & referral sources
• Manage rate lock expirations
• Shape data with filtering, grouping & sorting
• Create & save custom pipeline views
• Find leads fast

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Loan Officers, Managers, Regionals and Executives can use the dashboards charts to visually view:

• New lead units and volume
• Lead types (purchase, refinance, construction)
• Online applications received
• Forecasted closings
• Funded loan units and volume

Customizable charts are also available allowing you to chart data by region, branch or specific user.

Incoming leads can be routed to a distribution list in round robin format or to a queue to await action by a queue member.

Whenever a new lead is received, a lead notification email is automatically sent to the user or queue members receiving the lead.

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For example, if the lead source is ‘Website Application’ and the status is still ‘New’ and 24 hours have elapsed – take the lead away from the user the lead is currently assigned to and route the lead to a queue so another user can grab the lead to work it.

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Users can belong to more than one lead distribution list. You can even pause leads for specific users until a specific date & time (perfect if someone is out of the office or on vacation).

Each lists also tracks:

• Total leads each list member has received
• Date a lead was last assigned to a list member.

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Create queues for groups of users to manage a shared workload more efficiently. You can assign as many users to queue as needed. Users can belong to more than one queue.

Specific queue members can be allowed to manage the queue, which grants rights to:

1. Add or remove users from a queue
2. Set daily quotas for queue members
3. Assign rights to queue members

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Lead sources – maintain a list of lead sources for users to select from when tracking a leads origin.

Lead statuses – define statuses for users to select from when statusing a lead during the sales cycle.

Marketing codes – define marketing codes to further define or segment a lead source.

Think of our loan proposals as ‘Pre-Good Faith Estimates’ which you can use to communicate 1, 2, 3 or 4 proposal scenarios to a lead.

Each loan proposal can be branded with your company logo and personalized with the users contact information, NMLS ID, user image, etc…

Once a lead is interested in what you have to offer, you can transfer the proposal data directly into your LOS.

Here are a few sample proposals:

• Sample 1 – Purchase – Fixed
• Sample 2 – Purchase – ARM
• Sample 2 – Refinance – Fixed
• Sample 4 – Refinance – ARM
• Sample 5 – Purchase – Fixed (one page proposal)

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LoanProposals.com makes it easy to create multiple proposals in minimum time and display them side x side for a lead to review.

Compare:

• Fixed rate loan products -vs- ARM’s
• FHA -vs- conventional
• Low down payments -vs- large down payments
• Mortgage insurance -vs- no mortgage insurance
• Closing costs -vs- no closing costs

Here are a few sample comparisons:

• Sample 1 – Purchase
• Sample 2 – Refinance

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