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Features


- Uploading third party lead-lists, scrubs leads against 'Do Not Call' registry. >

- Prioritize leads, assign to telemarketers or loan agents, and track progress.
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- Keep all interactions, discussions, documents & faxes, together, with borrower.
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- Live dashboard of Pipeline showing loan status, across multiple branch offices.
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- Embedded workflow between agents, processors, & lenders. Close loans faster.
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- Enterprise Contact Management featuring targeted email and snail-mail automation.
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- Work natively with the loan origination system of your choice, such as POINT.
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- Integrated corporate email and calendaring functions.
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