Management Tools

Snapshot
Have you ever had a loan officer leave your company and take your leads with them? Or do you constantly find yourself unsure of the true production pipeline of your originators? Well now you can have insight real time on the applications coming into your organization and the quality of applicants in their pipeline. And if a user decides to leave the company, their leads are still accessible by management.

Using a variety of management tools, you can:

View production pipelines of originators across all offices
Identify lost opportunities occurred at point of sale
Export leads into a CRM for collaborated marketing campaigns
Manage user rights
Enable billing options at a corporate level

Problem & Solution

Problem: Lack of insight into production pipelines
Jane has individual originators spread out across the state working under her company name. It works great for territory expansion and growth, but identifying and understanding true point of sale opportunities and applications that are taken on behalf of her originators is a difficult task that leads to a hindrance in overall growth for the company. Are her originators really struggling or are they just not making the best of the opportunities they have?

Solution: Information gathering with a Snapshot view
With Credex’s management tools Jane has virtual information at her fingertips regarding her company’s production pipeline. Jane is able to not rely on delayed communications via phone calls and emails to organize her data and get an accurate projection of the next 60 days of business. Jane also knows real-time if she has users who aren’t producing what they say they are.