Capture Online Leads

The AppWizard™
The Credex AppWizard is a versatile technology application that fits your business by streamlining your marketing channels (even if you do not have a web site or online presence).

The AppWizard can:

  • Incorporate into your existing web site
  • Act as a stand-alone mini application web site if you don't have a web site
  • Send customized emails to prospects directing them to your online AppWizard

All options lead an applicant to where they can effortlessly fill out a short form application and pull their mortgage credit report online. The report is in your company's name and includes FICO scores, so it can be used throughout the mortgage process. You won't miss out on leads if you are away from the office or unavailable by phone as your AppWizard is available 24x7 to take loan applications. All applications drop into your LeadVault and automated lead notifications are dispatched as soon as the application is submitted. Armed with this powerful process, you can respond with a prequalification letter at lightning speed!

The AppWizard is also a portable tool that helps you work within your current business model. The portable AppWizard actually allows you to be in more than one place at a time when it is embedded into your email signature, online communications, newsletters and marketing campaigns. Doing business with your referral partners is quick and easy as the AppWizard also resides right on their desktop. Spend your time calling your applicants and referral partners back with an immediate and accurate loan proposal versus hours or days scheduling meetings attempting to obtain the applicant's information to begin an application and credit report. Your referral partners can even host the portable AppWizard on their web site to drive referrals to you.

Top Features of the AppWizard:
  • Capture Online Leads
    • Applicants complete a short form loan application
    • Applicants securely pull (and pay for) their tri-merge, mortgage credit report

  • Portable AppWizard
    • Use for referrals and referral partners

  • Credex Translator
    • Spanish Language Option for the Application and Credit Report

  • AppBuilder
    • Custom Application Questions
    • Custom Greeting Announcements

  • Marketing — use for
    • Referral Partners
    • Electronic Greetings and Solicitations
    • Postcard and Mailings
Problem & Solution
Problem: I Don't Have a Web Site
John doesn't have a website, but he desperately wants a way to drive his applications to a centralized location, manage them, and have an online presence. He has some referral partners but wants a way to organize all these referrals and applications in a seamless process without spending a ton of money each month on a web site. How can Credex help John with his referral partners?
Solution: Portable AppWizard Gives You an Online Presence
Some brokers have a web site but many don't. With Credex, John can have an online presence affordably and can still target prospects professionally. He can also email his portable AppWizard to prospective customers, include it in his email signature, or have it placed on his referral partners' web sites!