Maximize Conversion Rates. Mortgage Leads And Sales Management Tools Integrated With Your Loan Origination System.

Spectrum puts the power of lead capture in your hands, integrating lead management with point of sales, driving quality leads into your loan origination system, improving pull through rates and strategically improving both the speed and efficiency of the entire process:

• Integrated Mortgage Lead Management System
• Mortgage CRM with Point Of Sale Deal Structuring Tools
• Borrower, Broker, and Correspondent Portals
• Multi-Channel lead capture – phone, call center, website, marketing, or any source
• Intelligent Lead Distribution – email notification
• Standard XML Input of Leads from Cloud
• Conversion reports by channel, source, branch, loan officer
• Management Reporting Dashboards with Ad Hoc Reporting Module SSRS
• Contact management
• Pipeline reporting - “At A Glance” Task Management
• Workflow customization

Spectrum is designed to manage all areas of lead management from initial receipt and distribution to the completion of a Borrower’s pre-qualification and loan application. As an effective lead management tool, Spectrum allows leads to be manually or automatically distributed to individuals, branches or regions based on criteria such as capacity, weighting, branch licensing, source of lead, demographics, and product code. Leads can be viewed based on status, stage, origin, loan amount, age/duration and total number of leads.

The centralized leads database and instant email notification of new leads with action items ensures faster response time, accountability and efficient follow-through within your organization. The customizable scripts promote a consistent customer experience and the “At-a-Glance” contact summary enables your account executives to successfully track lead progress and follow-up activities. Call 877-338-7140 today for a demonstration or click here to request one.