When the administrator first logs in to the system, they are forwarded to any leads that need to be distributed. Simply check the leads and assign them to the appropriate loan officer.
Click Image For Larger
View
HTML Email Editor:
You have the option to automatically send rich HTML emails to borrowers. Emails can be sent when lead is either assigned, dropped,
originated, in processing or closed. Use our HTML editor to create personalized emails fast.
Click Image For Larger
View
Reassign Leads:
Reassign leads from one loan officer to another for any reason. List all leads for a particular LO and simply check the leads you wish to reassign.
Don't loose a deal to a past employee.
Click Image For Larger
View
Add, Edit And Delete Users:
Manage your employees with a click of a button. Add details to a user for use in the automatic email program. Error stop prevents
accidental deletion of employee account.
Click Image For Larger
View
Full user and Lead Source Stats:
Track how many leads each loan officer
receives and the status of those loan. Also trck your
progress from your different lead providers.
Click Image For Larger
View
Custom Import
Templates:
Create your own custom import
templates. Upload leads from any lead source that allows
excel downloads.
Click Image For Larger
View
Comparison Mortgage Calculator:
Loan officers can compare 3 different loan scenarios side by side and offer results
to clients. Offers principal and interest as well as
biweekly and interest only payments.
Click Image For Larger
View
Advanced Lead Search:
Find leads with just a click of a button Sort and advanced search features also provided.
Add, Edit Delete Callback Dates)
)
)
)
)
)
)
)