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Benefits


- Push leads from various sources to telemarketers & loan agents. >

- Track progress of each lead. Increase conversion rate.
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- Get up-to-date status of each loan in process. Coach each play.
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- Generate organization wide reports, devise plan based on historical data.
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- Access data from anywhere, securely. Even when you are traveling!
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- Provide maximum security for your customer data (credit reports & income docs)
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- Control who can see what, and who can invoke certain features.
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- Automate targeted email and snail-mail activities, based on events.
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- Archive loan docs, including interactions & discussions, indexed by borrower.
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