Why is ClickPoint Mortgage and Loan Modification a powerful solution for the mortgage and loan modification industry?
ClickPoint Software Mortgage and Loan Modification software is the first system to complete the sales cycle. Our loan modification software starts the cycle by integrating any online or offline leads. Leads are then distributed based on a variety of rules to your branches or sales agents. Once your agent gets a lead in real-time, the true value of our software takes place. Your sales agent is able to use automated e-mails to market to their leads and use powerful telephony tools to increase the rate at which leads can be contacted. The concept is simple: the higher the contact rate, the higher the rate of closed deals. Once your agent has an applicant on the phone, the agent can use the built in sales scripts, calculations, pdf. savings comparison, and can generate a sales contract. Using DocuSign, the agent can even get a signature on the contract digitally cutting down on potential fall-out. We don’t stop there.
We also give you powerful tools to help post close. We have processor and negotiator assignment within our client system. We provide a document checklist and document storage and we include a shared calendar and invoicing system to aide processors and negotiators. With so many tools, it’s easy to see why our loan modification and mortgage software is considered a must for any loan modification and mortgage company that wants to be successful.
New Release:
Recently ClickPoint added the ability to have an editable 1003, Borrowers Authorization, and Good Faith Estimate.
Does ClickPoint Mortgage Suite integrate with back end companies like Calyx and Encompass?
Yes, we allow you to export your leads to Fannie Mae Format which can be imported into Calyx or Encompass.
How Does ClickPoint Mortgage and Loan Modification Suite Work?
Mortgage and Loan Modification Suite - Dashboard
Mortgage and Loan Modification Suite provides a very powerful UI based on the latest technologies.
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ClickPoint Mortgage and Loan Modification Suite is not like other CRM type systems. We work with Lead Provider companies so that you can get leads into your system without any manual entry. In fact, our lead management system is designed for speed, so that you can setup a lead provider to start sending leads within 24-48 hours. Not only do you get great lead management, our debt settlement suite also has the tools you need to run a successful debt settlement business. We offer built in creditors, banks, calculations, sales scripts, telephony, automated e-mail, and we build your sales contract right into the system. Your sales agents can send out contracts with a couple of clicks of a button. With so many tools it’s easy to see why so many companies trust us with their business.
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- Admin Reporting
- Our admin screen gives you the ability to easily spot check sales agent performance, branch performance, and lead performance. You can determine sales agent performance with four key indicators: Contact Rate, Application Rate, Close Rate, and Speed to Contact. Use the dynamic reporting to instantly get a pulse on the state of your company.
- Push or Pull Lead Distribution
- With the ClickPoint Software Lead Management System you can use push or pull lead delivery. Push – This type of delivery allows you to setup criteria like state, city, quantity per day, and preferred lead sources. The system will deliver leads in real time based on quantity or round robin.
Pull – Pull based delivery holds your leads in a queue where leads can be delivered as agents are ready to take them. In the pull based system you determine how many total leads an agent can pull per day. You also determine any other criteria that must be met before an agent can pull another lead. Most of our customers require several actions to take place before the agent can pull another lead.
- Lead Management Screen
- The ClickPoint Lead Management Screen uses the latest multi-tab interface technology available. You can easily see the number of e-mails, phone calls, and rating for each lead. With our dynamic grid you can sort by any column and create custom columns specific to your leads. Spot check lead distribution, assign leads, advanced filtering, send bulk e-mail, click-to-dial, power dial, and return bad leads all from this screen.
- Custom Calculations
- Customized calculations based on your debt settlement programs give you the ability to get sales agents closing deals faster than ever. We make it simple so sales agents can run calculations, follow sales scripts, and generate a sales contract. It’s never been easier to get new sales agents off the ground.
- Integrated Sales Contract
- Send us your sales contract and watch us build it into your system so that deals get closed in less time. You will be able to run an entirely paperless office with our built-in sales contract. Our bi-directional integration with DocuSign gives you the ability to close deals over the phone. Stop waiting on customers to send their contract back in the mail.
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