Sharing Capabilities
Team Notification
Have you ever been afraid to go on vacation because of lost productivity while you were gone? What if you could have a way to keep your applications coming in, still get serviced and go on that much needed vacation?
Many loan officers have loan processors that actually handle loan applications at the Point of Sale. With Credex you can set up your team so anyone you designate is immediately notified of a new application. That way, even if you are on vacation or closing with another applicant, you can still have your applications handled in a timely and efficient manner.
- Receive notifications of new applications submitted
- Have the ability to view the application and credit report
You still retain the functionality of the application in your account and you can disable the feature at any time. This way your applications will continue to roll in instead of grinding to a halt.
Problem: Out of the Office
Veronica is busy at closings with customers all morning, and hasn't been able to check her emails or voicemails. She is supposed to leave on vacation in a couple days but is concerned she will lose missed opportunities by being out of the office. How can Credex help Veronica manage her operation more efficiently so she will be able to relax on vacation?
Solution: Instant Notifications to Your Designated Team
With Credex, Veronica can enable her loan processor to receive notifications of new applications submitted. So whether Veronica is out of the office at closings or on vacation, she knows her lead pipeline continues to grow, her loan pipeline continues to get serviced, and she can focus on getting some much needed rest!