Origination Point-Of-Sale | Retail
Give Your Loan Officers And Borrowers The Spectrum Advantage. Cast Your 24/7 Net With The Consumer Direct Portal.
Efficient time and pipeline management are the keys to loan officer productivity. Spectrum provides your loan officers with a true commitment-to-lend decision with lead distribution functionality. Spectrum enables your loan officers to:
- Receive leads automatically or from manual distribution
- Receive leads based on location, weighting, branch licensing, source of the lead, or product code
- Provide risk-considered decisions along with near-misses
- Provide side-by-side program comparisons & best-fits
- Provide quick approvals that enable immediate consumer response and retention
- Manage and track loan documents
- Create real-time loan status reports with a complete list of conditions
The Integrated prequalification modules coupled with the lead management capability makes Spectrum one the industry’s premier retail loan origination solutions.
Our Consumer Direct Portal is perfect for your mortgage shoppers that like to research products and terms, run their own payment scenarios, and do the prequalification for you. Imagine consumers gladly going online to benefit from these collaborative capabilities:
- Securely receive sales presentations, disclosures, and documents
- Upload their required documents
- Message Center Communication – captures notes & messages
- Receive their loan details and conditions
- Receive notifications on critical stages
- 24/7 Access to Loan Status
Their dialogue is initially captured for your Loan Officers as a qualified lead ready to do business and an activity is tracked throughout the process. Call 877-338-7140 today for a demonstration or click here to request one.