Financial Services Lead Management
Leads360 is the largest provider of lead management, analytics and sales tracking solutions to the financial services industry
Leads360 specializes in lead management software and solutions for companies that want to convert more leads into profitable customers. We make leads more valuable.
Leads360 Small Business is the perfect product for small and medium sized organizations that want to follow a proven roadmap to success. Small Business edition comes with a pre-configured workflow built on best practices provided by business-to-consumer (B2C) sales experts and our top performing clients. There is very little configuration necessary so you can start making more money from your leads, right away.
Why did we create Small Business?
Our clients regularly ask us how they can be more successful. We built a product for brokers and lenders who are looking for a turn-key solution to fund more loans, instead of maximum customizability.
When it comes to internet leads, there are very specific and proven best practices to achieve success. Leads360's Small Business edition incorporates input from hundreds of our best performing clients, as well as industry experts and partners, to give our clients a simple and easy way to achieve exponential results!
Some of the key features available in Small Business:
Receive leads in real time from hundreds of lead providers.
- Leads360 ensures that your loan officers get their leads within seconds of being received
Intelligently and automatically distribute and redistribute leads to loan officers.
- Choose to distribute leads based on five best practice criteria:
- Lead Campaign or Source (ex. Marketing Channel or Lead Provider)
- Lead Status (ex. New, Contacted or Application)
- Location (ex. State or Zip Code)
- Loan Type (ex. Refinance, FHA or Purchase)
- Value (ex. Loan Amount)
- Send leads to where they are needed most
- Leads are only sent to loan officers who are ready to work them
- Neglected leads are automatically redistributed
- Leads can be routed to loan officers on the fly ("Push Distribution")
- Leads can also be pulled from a pool ("Pull Distribution")
- Loan Officers can have a daily or hourly lead cap or quota assigned
Track leads through the life of the sales cycle
- Maintain visibility over the entire sales pipeline
- Prompt loan officers to work the right leads at the right time
- Help loan officers to frequently and effectively follow-up
- Identify bottlenecks and trouble areas before losing a deal
- Stay in touch with prospects automatically, using preloaded nurturing emails
- Easily export leads to a loan origination system (LOS) such as Ellie Mae Encompass or Calyx Point, when the loan is funded.
Robust Data and Analytics
- Leads360 metrics and milestones
- Measure the performance of your organization
- Track which leads and lead providers are converting
- Benchmark loan officers performance
- Measure performance over time to maximize revenue and profitability
- Compare the success and ROI from different lead providers and marketing sources
Leads360 Enterprise is designed to meet the needs of larger organizations, which require highly configured or customized business process. Enterprise edition starts with pre-configured templates, but allows clients to fully configure the workflow, processes, distribution and analytics capabilities. In short, if you can think it, it can do it.
Leads360 Enterprise edition requires additional training and includes access to a dedicated Customer Success Manager (CSM) who works closely with you to develop a custom tailored lead management platform. In addition to your personal CSM you will have unfettered access to our mortgage industry experts and their extensive experience.
Some of the key features available in Enterprise:
Receive leads in real time from any lead provider or source
- Leads360 ensures that your loan officers get their leads within seconds of being received
Intelligently and automatically distribute and redistribute leads to loan officers
- Enterprise allows infinite custom distribution and redistribution rules based on any criteria
- Fully customizable Actions, Statuses, and Workflows can be implemented to match the requirements of any broker or lender
- Enterprise allows loan officers or qualification specialists to be assigned to custom groups with different distribution and workflow rules for each group
- Different sales teams can use different approaches
- Specialized groups such as qualification teams or sales managers can be can be given unique workflows
- Send leads to where they are needed most
- Leads are only sent to loan officers who are ready to work them
- Neglected leads are automatically redistributed
- Leads can be actively pushed to loan officers ("Push Distribution")
- Leads can also be pulled from a pool by loan officers ("Pull Distribution")
- Individual loan officers can have a by-the-minute, hour, day or month lead cap assigned
- Enterprise allows leads to automatically change status based on distribution rules
- Custom reminders can be created to prompt loan officers, loan processors, managers or others, to perform certain actions at various stages in the sales cycle
Track leads through the life of the sales cycle
- Maintain visibility over the entire sales pipeline
- Prompt loan officers to work the right leads at the right time
- Help loan officers to frequently and effectively follow-up
- Identify bottlenecks and trouble areas before losing a deal
- Stay in touch with prospects automatically, using preloaded nurturing emails
- Easily export leads to a loan origination system (LOS) for processing once the loan is funded
Fully customizable reporting and analytics
- Leads360 metrics and milestones
- Measure the performance of your organization
- Benchmark and rank loan officers and team performance
- Custom Views and Reports
- Custom reports can be created and saved based on any fields and criteria
- Create custom lead forms and views
- Measure performance over time to maximize revenue and profitability
- Compare the success and ROI from different lead providers and marketing sources
- Test and tweak your custom workflow to increase efficiency
Fully customizable marketing automation and email campaigns
- Create your own marketing campaigns from the ground up
- Upload and edit an unlimited number of emails
- Build a relationship with prospects through frequent communication
- Tailor communication to specific statuses and lead data
- Provide relevant and timely information
- Let leads360 do the work of staying in touch with "cool" leads, until they are ready to be sold
- Implement automated emails for internal use
- Automatically alert staff when a lead reaches a certain milestone
- Quickly alert managers to problems
