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WORK SMART
In fact, the product’s focus on Loan Officers and their Sales Managers is what drives its unique and industry-specific benefits:- Daily, up-to-date management of all leads
- Comprehensive contact asset management, including an advanced email system that allows you to send customized emails with the touch of a button
- Automated call-back scheduling
- Lead tracking throughout the entire sales cycle – from assignment through processing
- Lead suspension for later follow-up – a valuable tool that allows time for credit repair or equity improvement
- Extensive note-posting feature that enables all information gathered during the sales cycle to travel with the lead
- Automated archival of all loan information – so, even loans previously discussed can be retrieved with the click of a button
- Recycling feature that funnels unproductive leads back to the Sales Manager for reassignment
Lead Sentry provides Sales Managers with tools to do their jobs better:- Full view of all leads entered into the system, whether direct (assigned) or personal production (Loan Officer generated)
- Total lead distribution authority that facilitates assignment to a specific Loan Officer or to a Lead Group with designated access
- Lead reassignment capability
- Recycling feature that moves leads to alternative Loan Officers for further contact
- Comprehensive reporting system that delivers Lead Status & Distribution, Expected Pipeline, Actual-versus-Expected Pipeline, Lead Source Statistics, and other critical information
- Turnkey capture of sales rep data, dispositions, descriptions, drop-downs, customized emails, and other Operations data
For multiple branches or offices Lead Sentry further offers:- Ability to toggle quickly and easily through information regardless of its office or branch location – and also to move leads from one location to another
- Control of the entire system’s security protocols
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