Lead Management

LeadVault
Make your marketing work smarter and deliver measurable results when prospective customer's application information is stored in the LeadVault. Imagine having a vault full of potential clients that have already pulled credit and that are just waiting for approvals. The LeadVault keeps your LOS loan pipeline clean and accurate by separating leads you know will never move forward or qualify from the ones that likely could.

Manage Sales Leads with Built in Reporting Capabilities:
  • All application information can be conveniently sorted and exported to the LOS and CRM of your choice

  • Capture leads from any marketing program:
    • Ads
    • Direct Mail
    • Email Campaigns
    • Even your referral partner's web site

  • Send automated and secure links tied to:
    • View their credit report
    • Billing receipts
    • FACTA Disclosures

  • Each Credex user has their own LeadVault, keeping their leads, loan applications and credit reports safe from other standard users viewing them within their office or company

  • Each Administrator has access to viewing all user leads within an office (Company-wide Administrator access is also available for greater visibility)
Problem & Solution
Problem: Reporting and Compliance Headaches
Stella is a loan officer with plenty on her plate. She's responsible for communicating to both brokers on her pipeline and customers on their potential loan options. She also needs to track all of the incoming and outgoing details. And, while she'd love to have an assistant, that just does not seem likely. How can Credex help Stella stay on top of things?
Solution: Credex LeadVault
Stella uses the LeadVault to manage her lead pipeline and her LOS to manage her loan pipeline. She is able to track the successes of her marketing campaigns with the LeadVault as well as free up time associated with administrative tasks such as sending disclosures. And if her boss needs a lead pipeline report, she can easily generate one for them.