Leads360 specializes in lead management software and solutions for mortgage brokers and lenders that want to get the most out of their leads. Our goal is to help clients acquire and convert more leads into funded loans. We make leads more valuable™.
Core Products:
- Enterprise
- Small Business
Leads360 Enterprise Logo Leads360 Enterprise is designed to meet the needs of larger brokers or lenders, which require a highly configured or customized business process. Enterprise edition starts with pre-configured templates, but allows clients to fully shape the workflow, processes, distribution and analytics capabilities. In short, if you can think it, Enterprise 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:Click here for more details on Enterprise
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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
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- 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
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- 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
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- Measure the performance of your organization
- Benchmark and rank loan officers and team performance
- Custom Views and Reports
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- 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
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- Upload and edit an unlimited number of emails
- Build a relationship with prospects through frequent communication
- Tailor communication to specific statuses and lead data
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- 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
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- Automatically alert staff when a lead reaches a certain milestone
- Quickly alert managers to problems
Leads360 SmallBusiness LogoLeads360 Small Business is the perfect product for small and medium sized organizations who want to follow a proven roadmap to success. Small Business edition comes with a pre-configured workflow built on best practices provided by industry experts and our top performing clients. There is very little configuration necessary. You can start closing more deals, 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:Click here for more details about Small Business
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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:
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- 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
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- 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
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- 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 + MortageSuite LogoLeads360 + MortgageSuite is the most complete solution on the market to merge the entire mortgage sales process into a fully interconnected platform. Adding MortgageSuite to your Leads360 product, gives you all the benefits of our most advanced integrations and functionality at an affordable price.
You will receive all the benefits of Leads360 Enterprise or Small Business along with, Integrated Loan Pricing, LeadDialer™, DNC Scrubbing and LOS integration (expand):
- Some of the key features available in MortgageSuite:Click here for more details on Mortgage Suite
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LeadDialer™ is an integrated dialer that allows loan officers to connect with leads in one click. Research shows that contact and close rates drop sharply in the first few minutes after a lead is generated. Every second counts from the time that you receive a lead from a lead provider. Most lead providers sell leads to three or four other companies, putting extra pressure on your loan officers to connect first. LeadDialer allows loan officers to speak with leads before the competition does. Contact Faster™.
- All phone numbers in Leads360 are clickable and instantly connect the loan officer to the prospect.
- LeadDialer offers unmatched contact speed for your sales teams
- Calls can be monitored, recorded, measured, and tracked
- Call history and metrics are easily accessible to loan officers and managers
- Easily determine if your loan officers are working hard or hardly working
- Affordable flat fee long distance service for only 3.9 cents per minute
- To learn more about LeadDialer click here
Leads360 Integrated Loan Pricing powered by NYLX is the fastest and most profitable way to turn contacted leads into funded loans. Ditch the printed rate sheets and guidelines and start funding the most profitable loans, faster.
- Export lead data from Leads360 to NYLX’s pricing and eligibility engine in one click. Lead data is then updated with pricing and profitability information and returned to Leads360, automatically
- Get all the loan pricing information you need from your investors, instantly
- Help your loan officers, quickly and accurately, quote rates to build trust with prospects and close more loans
- Always choose the most profitable loans for each prospect
- To learn more about our NYLX integration click here
Leads360 DNC Scrubbing Service is the easiest way to maintain compliance with National Do Not Call regulations. Firms can now be fined large sums for calling old leads that are listed in the National DNC registry. Scrubbing your leads on a monthly basis is labor intensive and time consuming. We make it easy.
- Use your current DNC registry subscriptions
- Leads360 will automatically scrub leads for you
- Strict record keeping allows us to prove your compliance with National DNC regulations in case of an audit, lawsuit or fine
- Never waste time scrubbing your leads manually
- Reduce risks and cut your business insurance costs
- To learn more about our DNC Scrubbing click here
Leads360 Loan Origination System (LOS) Integration allows you to instantly send lead data into your LOS to process loans faster and more accurately. Funding data can also be passed back to Leads360 to help you improve your ability to measure results and ROI.
- Integrated with Calyx Point, Ellie Mae Encompass, PC Lender, OpenClose, Dynatek MORVision and more
- Ensure accuracy of loan and lead data
- Track lead progress through the entire sales cycle
- "Close the loop" to get the most out of your Leads360 dashboard, milestones, and reporting capabilities
- To learn more about our LOS Integrations please click here
