Automated Lead Notification

Credex Locator
Every time an applicant uses your AppWizard, you receive automatic notifications via text message and email. So even if you're out of the office, you can immediately contact your new customer armed with powerful information, and make the sale. No more lost leads or opportunities when you're away from your desk because you didn't get the message in time!

Text Message of New Application Submissions Display:
  • Applicant's Name
  • Applicant's Phone Number
  • Applicant's Average of three scores
  • Loan Type
  • Loan Amount
Problem & Solution
Problem: Managing Sales Leads
Joanna's tired of playing phone tag, losing messages and leads — she knows it's "industry-standard" but... she'd like to do better. Her co-workers tell her just to "chalk it up to the cost of doing business." But, that's just not good enough for Joanna. How can Credex help Joanna manage her leads?
Solution: Instant Notifications in Credex
There is a better way for Joanna. Credex uses popular communication tools like her cell phone and email to make it easy to track new leads and communicate with her applicants quickly, before they have a chance to shop for another broker.