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Enterprise-Class Lead Management System |
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Two-way
integration with the leading Loan Origination Systems
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Designed to
enable the fastest delivery of internet leads and inbound
phone calls. |
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Web-based for
anytime, anywhere access |
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End-to-end
reporting – see lead delivery through loan funding in one
place |
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Performance
metrics on lead vendors, branches and Loan Officers. |
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Our reporting engine marries information
from sales and back office systems to enable you to
measure the performance of lead vendors, branches and
loan officers.
Follow-The-Lead
delivers lead vendor and employee
performance data to you to help you make better
decisions about employees and measure the efficacy of
your lead acquisition budget. |
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• Data warehouse holding lead and loan data
• Performance reports by channel
• Performance reporting on lead vendors
• Performance reporting on Branches and Loan Officers
• Trend reports on application and closing volume
• GAAP report for finance group by lead vendor
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Marketing Reports: |
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Channel Performance
Measures
lead volume for the dates, branches and channels
as well as lead cost, revenue, and pull-through
rate. |
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Cost per Lead
Analysis
Prices
your online and offline lead campaigns. |
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Lead Delivery
Track
lead volume from your vendors and the count for
each status (Active and Killed) as well as the
cost. |
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Marketing ROI
Measure
the return you are receiving from your vendors.
The reports metrics include the lead count, the
revenue generated from the lead population,
conversion rate, total lead cost and ROI. |
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PTR by Property
State
Rate the
states you do business in by their relative
performance.
Measures credit pulls, appraisals ordered,
funded loans and ROI |
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PTR by Lead Supplier
and Property State
Enables you to
reallocate your lead spending by showing you the
relative performance of lead vendors and the
property states for which leads are delivered. |
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PTR Dialer
Evaluate
your predictive dialer by measuring by lead
count, credit pull, appraisals ordered, funded
loans, fees, ROI and conversion. |
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Pipeline Details by
Lead Supplier and Property State
This
report uses the same metrics as the other
performance report but breaks out the pipeline
by loan type. |
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Management Reports: |
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Application Trend
Compare application dollar volume: month to
date this year vs month to date previous year,
this month vs last month, year to date vs last
year to date.
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Closing Trend
Compare closed loan dollar volume: month to
date this year vs month to date previous year,
this month vs last month, year to date vs last
year to date.
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Daily and MTD
Lead Report
Shows the daily and Month-to-Date lead
volume by branch and by vendor and measures the
total and average cost. |
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Production Counts
Displays the current activity in your
pipeline (active leads and loans) |
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PTR by Hour and
Day of Week
View lead performance by day of week and
hour of the day including lead volume, contact
rate, appraisals ordered, closing rate and
funded rate. (requires integration with the
phone system) |
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PTR by Loan
Officer
This report includes the following metrics
by Branch and then Loan Officer: lead volume,
appraisals ordered, closed loans, funded loans,
revenue, lead cost and pull-through rate. |
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Revenue Sources
by Funded Date
This is a report geared to the matching
principle for your accounting group. So, this
report compares the cost of leads for a given
period against the revenue generated within the
same period. |
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