Manage and control your leads with LPS' Customer Relationship Management (CRM), a robust, lead-based client management system designed to fit your needs. Easy access, organization and the ability to manage all of your leads in one location is a key component to the success of managing sales campaigns.
Regardless of where leads come from (for example, Branch Office, Web site, etc.), they are managed by a sophisticated system that automatically routes them to the designated areas based on source and location. At any time, the contact data can be submitted to internal databases or loan origination systems to complete a transaction. Using CRM's integrated e-mail marketing tools, loan officers can respond to leads quickly, getting you on the right path to developing and maintaining long-lasting customer relationships.
Features of LPS' CRM
CRM enables your loan officers to do the following:
- View contact information and schedule activities for leads
- Create and manage "tickler" events and activities for your list of contacts
- Initiate loan application from contact details
- Maintain contact with leads throughout the sales cycle with automated e-mail campaigns
- Provide sales management with lead status and referral tracking reports
- Leverage productivity tools, such as public and private calendars
- Manage forms via frequently used forms and document folders