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.  
 
  In-The-Lead Software combines three applications into one core set of leads management tools. The results of using the system are greater returns on the leads invested in, through improved efficiency and increased sales. This is the set of tools that allows an organization to fine-tune its over-all performance, and remain fiercely competitive in the most challenging marketplaces; especially among mortgage and financial institutions throughout difficult times.

The core components of In-The-Lead Software combine the dashboard for managing, viewing, and responding to leads; with the console for distributing and recycling leads among the sales force; along with the robust reporting tools for monitoring and analyzing lead metrics and sales performance.

 
     
 
TAKE-THE-LEAD – Lead Distribution
Take-The-lead accepts, validates and distributes internet and inbound phone call leads, ensuring those leads get to the right sales person within seconds.		  
 
  • This technology is the foundation that enables you to rightly align sales people and borrowers establishing credibility and trust.
  • Distribute leads to the right Loan Officers based on state licensing,
    loan amount, credit type, loan type, lead vendor and daily cap.
  • Phone and internet leads get to the right Loan Officer in real time.
  • Multiple loan officers get a lead offer ensuring the consumer
    gets the fastest response     and the sales person is ready to work the lead immediately.
    Learn More
  
IN-THE-LEAD – Lead Management
 The In-The-Lead 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. 		 
 
  • 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 Loan Officers to re-use
  • Appointments and Reminders
  • Lead Recycling and Re-Distribution
  • Lead Vendor Management
  • Lead flow management
    Learn More
  
FOLLOW-THE-LEAD – Reporting & Analytics
Follow-The-Lead delivers lead vendor and employee performance data to you to help you make better decisions about employees and measure the efficacy of your lead acquisition budget. 		 
 
  • Data warehouse holding lead and loan data
  • Performance reports by channel
  • Performance reporting on lead vendors
  • Performance reporting on Branches and Loan Officers
  • Trend reports on application and closing volume
  • GAAP report for finance group by lead vendor
    Learn More
  
 

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