Customer File & Lead Management

The Pipeline: Complete view of your customers and leads

The pipeline view helps your company and all its users be more centralized and organized by showing you exactly where all the files are in their life cycle. You can customize the pipeline interface to represent the same exact verbiage used within your organization and industry.

• Sorts files be branch, division, sales teams, agents, etc...
• Critical items like Sale Date, Past Due Billing, Task/Reminders due,
• Sort by file types and any custom status(es)
• Which files have not been updated since 3, 5, 10, 15, 30 days.
• Employee Accountability- which users have been actively updating files, logging in, making notes, etc...

Built In Shortcuts

CRM software systems should be fast and easy to use, so we built shortcuts to commonly used task per file in the dashboard and pipeline, like:

Dashboard links to Calendar of task & reminders, document library, billing & commissions, system updates, user profiles & system settings, lender & servicer directory, help, and calculators.

From the Pipeline:

• Duplicate a file to avoid re-entering data for client with multiple cases
• Send Email from the Email template library (Welcome Emails, Thank-you, Reminder, Etc...)
• Email Status Update Link
• Generate a report on the file to see assigned users, completed tasks, notes, and email history
• Update File Status, Sub-Status, and add notes
• Upload Files- Documents, Reports, Appraisals, Etc...
• Assign QC, Processor, Negotiator, Attorney, and Manager to file

Create Tasks and Reminders for all user

Creating and tracking tasks or reminders is critical to manage any short sale or loan modification business.

Our system lets you create tasks for yourself or any users associated to a file, including the client, agent, branch manager, or any back office employee. Reminders are sent via Email and/or text message to the assigned user. Each user has their own calendar to see what tasks are assigned to them, while manager can see ALL tasks globally. The centralized calendar can be used to quickly see many date sensitive items like, pending tasks, billings owed, commissions owed, and most importantly sale dates.

E-mail Marketing Automation

Now you can easly send mass E-mail communications to your leads, prospects, and customers. You can even setup "work flows" to send a series of emails over a set period of time. Upload your templates, set the time intervals to go out, save the work flow name, and assign the workflow to your leads or customers.