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Mortgage workflow automation is about making the lending process smoother by using digital tools to handle everything from the moment a lead comes in until the loan is funded. You get better efficiency and can track everything in real time.
A single screen (like a command center) where you can see what’s happening with your closings, check status, and monitor progress across your entire mortgage pipeline.
A Realtor Portal is a designated area to provide agents and lenders opportunities to interact and collaborate effortlessly, ensuring a common understanding among all users.
CRM stands for Customer Relationship Management. It is your personalized system for managing customer relationships. Custom CRM keeps track of your leads, all your communications, and gives you insights into how your pipeline is performing. An Expert Customer Relationship Management Tool helps you ease up your business and marketing process.
It is how long it takes from the moment you get a lead until someone from your team makes that first contact.
The percentage showing how many of your leads convert to applications or closed loans. Several tracking capabilities are available through various mediums (i.e., branch locations) so you can determine which sources are generating the most leads.
Pipeline Reports are commercial documents that provide you with comprehensive views of your mortgage’s physical progress in the processing system, with accompanying graphical representations for quick visual interpretation.
These are the different places your leads come from. Tracking them helps you understand which sources are bringing in the most business and performing best.
Your MVPs (Minimum Viable Products), the channels that consistently bring in the highest number of quality mortgage leads, whether by volume or conversion rate.
Your personalized checklist of action items, so you know exactly what needs to be done for lead follow-ups and keeping workflows moving forward.
Email Campaign Management refers to a simple, intuitive platform that assists you in creating, sending, and tracking marketing emails directed toward potential borrowers.
Drip Campaign Management refers to automated sequences of emails created to keep leads engaged by delivering strategic emails over time.
Company Announcements refer to built-in broadcast capabilities that allow rapid and efficient dissemination of company-wide information to all Loan Officers.
A running count of where all your leads are in the process, broken down by stage or source, so you can monitor performance easily.
How quickly you are reaching out to new leads. It’s all about optimizing that response time to catch prospects while they are hot.
Personalized online forms that make it quick and easy for borrowers to request mortgage
pre-approval, with everything connected to your systems automatically.
Comprehensive application forms tailored to your needs, linking directly to rate engines, your LOS, and other important platforms.
A direct link between applications and your Loan Origination System, or direct data flow into your Loan Origination System, thereby eliminating manual entry errors.
Linking workflows to Point of Sale (POS) Systems, thereby streamlining the mortgage origination process within retail storefronts.
The overall improvement in how fast and accurately you can work when you automate the repetitive tasks in the mortgage process.
Real-time tracking refers to up-to-the-minute data available throughout the entire lifecycle of a workflow. Not only can you see the status of the request but you can see its progression to funding.
Rate engine integration is the ability for lenders to access pricing engines for their products through a common integration point, providing borrowers with instant, accurate mortgage rate quotes, without having to call or contact the lender.
Building automated workflows right into your mortgage lender website, so everything works together smoothly.
Enhanced customer experience is simply providing a better experience for borrowers by providing them better service, higher levels of transparency, and a streamlined, better functioning process.