The LendingWise platform is loaded with CRM like features to keep all your users working in a productive way. Here is a breakdown of all the CRM features:
|Bulk Email Marketing
|You can send bulk emails to borrowers from the main pipeline, borrower list, broker list, or even the contact list.
|Automation Rules for Drip Emails, tasks, webhooks
|Automate the sending of an email sequence for sales, processing or servicing purposes. Auto-create tasks or fire off webhooks based on events like loan is in a 'x' stage for 'x' days , workflow step activated, or sub status enabled.
|Play Video: Workflow Automation Overview
|Compose Email to any party on the loan via To, CC, bcc with attachments
|Easily stay in touch with all parties to a loan borrower, co-bor, title, appraiser, inspector, attorney, etc... All emails are tracked & stored in the loan file.
|Sync all your user's SMTP settings, so that all their E-mails are tracked inside every loan, providing more transparency and what was said & when & by who. (Feature coming soon)
|Calendar & Tasks List
|Calendar view of all pending tasks, critical due dates like follow up dates, task due, maturity date, insurance/taxes expiration, etc... Use the task list to see just task sorted by due date or priority status. As a manager see everyone's task as needed
|Click to Call
|Enable your favorite dialer browser extension like ring central, Aloware, to see all the phone numbers become click to call enabled.
|Sending SMS messages
|When making a note in a loan file, optionally send the message via SMS. Make sure the user has a cell number entered and carrier. (In the near future you will not need a cell carrier entered)
|Lead Capture via Quick App webforms
|Use the quick app webform to capture hot leads that are interested din your loan products. On submission, leads can enter a nurture campaign.
|Custom Sub Statuses (aka Tags)
|Use sub statuses to 'tag' loan files or borrowers in the borrower list. That way you can sort by those tags and target them with email, or direct outreach.
|The contact list will grow by itself as you create loans with contacts like appraiser, title, attorney, inspector, investors, etc...
|Broker & Borrower Lists
|View all your brokers & borrowers in their own list, see how many loans they are tied to, bulk email to them, tag them for special marketing campaigns, etc...
|Branch & Broker Portal
|Branch level accounts & brokers can access all the CRM tools to grow their business. They can even have a white labeled version under their own brand if you want. (additional cost required)
|The borrower portal allows them to manage their respective loan files, upload docs, make notes, etc...
Updated almost 2 years ago