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.
Automation Benefits Achieved:
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View production pipelines of originators across all offices |
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Identify lost opportunities occurred at Point of Sale |
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Export leads into a CRM for collaborated marketing campaigns |
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Enable billing options at a corporate level |
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- LeadVault List page - |
