The options included in the menu are as follows :
- Mortgage News
- Loan Progress
- Pre- Approval
The quick links are for Loan Progress, News, Marketing, Calendar and Calculators.
The Loan progress option allows users to track the status of the loan they are working on.
With the Marketing feature, the user can easily create property flyers either by manually putting in the data of property or by uploading the details through MLS pulled from websites.
With Referrals option in the menu, the user can create a Referral or a lead, and submit it to their partner (The Realtor or the Loan Officer)
The Approval tab holds quite an interesting element. If the partner decides they are interested in the lead then they can approve it in the Pre-Approval tab.
A separate space is assigned exclusively for the event calendar.
Benefits of Realtor page are :
- Realtor contribution can be tracked and measured
- Increase the number of realtors by this channel.
- Realtors loved the co-branded and custom themed property flyers with rate integration
- Huge productivity savings for both Loan Officers and Realtors
- Real-time loan status helps both realtors and borrowers
- Increase brand recognition of your company as the flyers and marketing materials have Loan Officer, Realtor and Company Name
- Easy communication with realtors for events
- Increase your reach to realtors and bring more realtors on board