Lead your industry in customer success!
HERE ARE THE TOOLS TO DO IT
Credit Improvement Watch
There is no such thing as a dead deal when you have this kind of intelligence.
Now you can know when your prospects or customers have fixed their credit before they even know. Talk about striking while the iron is hot — this tool turns you into the ultimate service provider by putting you in the right place at the best time.
Mortgage Inquiry Watch (formerly Market Watch)
Know when your customers are shopping with a competitor.
If anyone in your database–lead, prospect, turn down, or customer is in the market for a mortgage, you will know.
Know when your customers have equity in their home
You can be notified when your prospect or past customer has equity in their home. This is ideal for MI reduction opportunities, cash outs, debt consolidations, and other equity related loans.
New Listings Watch
If they list it, you should know.
You will be notified the moment your customer lists his/her home for sale. This a great tool to get your customers pre-qualified for their next home, add value by offering a second opinion, or introduce your realtor relationship if the existing realtor falls through. Overall this program is designed to put you in front of your customer at a time when a major financial decision is about to happen.
Can a borrower benefit from your low rates?
Set the target rate for each prospect, lead, or past customer and Sales Boomerang will bring that opportunity back to you at the perfect moment.
Life Events Notification System (LENS)
Get notified when there is a significant milestone such as marriage, birth, divorce, death, or an empty nest scenario that could lead to a mortgage-related financial event.
Loan Loss Report
What you don’t know could destroy you.
Loan loss reports will provide an operational audit and let you know if a branch is under performing and which lead source produces the highest ROI.