- Uploading third party lead-lists, scrubs leads against 'Do Not Call' registry.
- Prioritize leads, assign to telemarketers or loan agents, and track progress. >
- Keep all interactions, discussions, documents & faxes, together, with borrower.
- Live dashboard of Pipeline showing loan status, across multiple branch offices. >
- Embedded workflow between agents, processors, & lenders. Close loans faster.
- Enterprise Contact Management featuring targeted email and snail-mail automation.>
- Work natively with the loan origination system of your choice, such as POINT.>
- Integrated corporate email and calendaring functions. >