For me, the most valuable features are the customizable lead and transaction management capabilities. My current lead-to-application conversion is 77% and my lead-to-funding conversion is 24%. This includes all of the credit repair and unqualified borrowers we talk to as well as the casual rate shoppers.
I use the ability to customize tasks and workflows to create both a weekly and monthly lead follow up system that keeps anyone we’ve talked to from falling through the cracks.
By creating templated transaction milestone e-mails and workflows my team pushes out transaction information at all of the important milestones to all parties in a transaction with a simple check of a box. This prevents incoming status inquiry calls and greatly improves our team efficiency service levels.
I honestly don’t know how my team and I would function without this software!
