Enterprise-Class Lead Management System  
  Two-way integration with the leading Loan Origination Systems  
  Designed to enable the fastest delivery of internet leads and inbound phone calls.  
  Web-based for anytime, anywhere access  
  End-to-end reporting – see lead delivery through loan funding in one place  
  Performance metrics on lead vendors, branches and Loan Officers.  
 
 

Our lead management system console enables you to better manage the leads in your pipeline, from generation to closing, whether you're a multi-branch or single branch company.

  
 

Features      
 
• Multiple views of your Leads – including team leader and manager views
• Privilege-based system to ensure the right people can perform the right actions
• Auto-responders to consumers on lead assignment and email templates for Loan Officers to re-use
• Appointments and Reminders
• Lead Recycling and Re-Distribution
• Cherry Picker for Loan Officer to choose from recycled leads
• Lead Vendor Management
• Fully integrated with Take-The-Lead to effectively route your inbound leads and phone calls
• Fully integrated with Follow-The-Lead for unparalleled performance and production reporting
• Compliance – manage all licensing aspects including corporate, branch and Loan Officer licensing
• Integrate with Encompass and Calyx Loan Origination System
     
 
• Capture data from inbound calls via Call Center Representative (CCR) into the ICD web form (2 web forms are provided and configured – additional forms are delivered on a project basis)
• CCR offers leads to your sales personnel through TTL enabling simultaneous warm transfer of call and data
• Call Center integration – enable your call center to use a secure ICD web application by creating Call Center groups and users
• Manage your inbound numbers and associate them with inbound call campaigns
 
 
     

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