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CRM software for Lenders

This solution is a highly customized CRM software solution for the Service Providers and Lenders of the Canadian Financial Community. Managing the relationships and mortgage application deal flow for these firms is very complicated and in most cases not possible without inContact. inContact offers this sector robust CRM features while fining the solution to the needs of Firms working with client production and associating that with employee activities, reporting, commission management, pipeline staging dashboards, Agent/BDM association and much more.


Features

Track Broker Deal Flow - BDMs and Management can sort, group, view report on, and manipulate the mortgage data at a broker level.


Track Agent Deal Flow - BDMs and Management can sort, group, view report on, and manipulate mortgage data at an agent level.


Track Submission Agent Deal Flow - BDMs and Management can sort, group, view report on, and manipulate mortgage data at a Submission agent level.


Total, Sum, MIN, MAX, AVG - All views/groups of mortgage applications have reporting abilities including total, sum, min, max, and average. These reporting abilities can be applied to any of the fields of data within a view/group.


Sort/Group based on Product - Be able to sort and group mortgage data based on any and all fields.


Agent/Broker information tracking beyond mortgage data - The ability to track personal or other CRM related data on Agents and Brokers that is not included in the Mortgage Data set.


Multiple Users on the System - This will allow for concurrent users on the system


User Access Rights - The system has a 3 level user right access hierarchy. Firm, BDO, BDA


Remote Users - The system allows user access from remote terminal access points.


Reporting on Broker/Agent Deal Flow - The ability for all users to report on, view and market to mortgage data based on a Broker/Agent/Submission Agent and BDO is a corner stone to the application


Report Sharing - The ability to print or email PDF reports/views of data


Actions and Tasks Automation - Create automated notification of Task and Opportunities for the efforts of the BDM.



Merging To EMAIL, PDF, and Documents - The ability to quickly create and execute communications.



Group Management - The ability to view/group/sort/report on Contact information as well as Deal information.



Target Marketing Analysis and Reporting - The ability to have canned reports or Pipeline Staging activities. For example a list of all deals submitted by Broker X and sorted by application status.



List Management - The ability to view/group/sort/report on Contact information as well as Deal information.


BDM Activity Tracking - This would allow BDM's and Management to track, report, and measure effectiveness of time spent.


Support File Formats of PDF, Excel, and CSV - This is a requirement for all template and reporting features.


Deal Association with Primary Contact as Agents move - As agents move from firm to firm their ID will change within the mortgage origination systems. inContact has a "Deal Reconciliation" feature that will allow an administrator to set a contact as a primary record and transfer all historic deal information from past contacts to the new primary record.


Fees, VB, and Commission Tracking - The ability to track funded deal flow to allow Administration to track and distribute commissions to BDMs.



Actions Triggered by Events - - Business logic can be customized into the system to initiate activities for BDO and Management based on their specific business logic requirements.


User Management - An administrative section to add/edit/delete system users, as well as handle deal/agent association for Multiple Agent IDs.


Application Forecast Reports - This is a function of Pipeline Management and Application Stage Reports. This would allow BDM's and Management to execute analysis on deal flow.


Calculate BDM Commission - Broker/Agent/Submission Agent volume needs to be tracked and associated with the assigned BDM.


And much more.


Screen Shots

  
Click the image to enlarge



Demonstrations and Questions

For more information and to arrange a personal demonstration of inContact's Lender CRM system please contact us at 1 866 290 6067 or by email at [email protected].