LeadVault
All Credex® users are approved through their CRA to ensure regulatory compliance and create credentials to securely login to Credex®. The user’s visibility to seeing data for their leads is restricted to the user, an office/company administrator, and only those team members the user has designated.
- LeadVault List page - |
Automation Benefits Achieved:
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Manage Sales Leads with Built in Reporting Capabilities |
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Each Credex® user has their own LeadVault, keeping their leads, loan applications and credit reports safe from other users viewing them within their office or company |
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Each Administrator has access to viewing all user leads within an office |
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Company-wide Administrator access is available for greater visibility into multiple offices |
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Application information can be conveniently sorted and exported to the LOS and CRM of your choice |
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Capture leads from any marketing program |
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Send automated and secure links to an applicant to view their: mortgage credit disclosure, credit scores, and billing receipt |
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Archive old leads for most current pipeline view |
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