Lead Management System and Communication
Solution for Loan Officers

Clients in the financial sector rely on SalesExec with RingResponse to move the needle, capturing more ROI from sales and marketing channels, while separating themselves from their competitors.

Mehdi Amini
Owner, American Mortgage Group
"ClickPoint customized the sales solution around our needs, allowing us to reach more prospects at critical stages of their buying journey. As a result we increased total sales applications by 20%."

Move the needle with Intelligent sales enablement

    ClickPoint has designed mortgage solutions that provide immediate, real, and measurable value, improving all areas in the customer lifecycle to immediately impact sales performance.

    • Guided Selling
    • Automate Sales Marketing
    • Prioritize Sales Activities
    • Outbound Dialing
    • Inbound Call Management
    Intelligent Sales Enablement
    Omni Channel Communications

    Improve sales efficiency with omni channel communications

    Featuring RingResponse Communications Suite with Inbound Call Routing, Local Presence, and Pre-Recorded Voice Mail Drops help loan officers achieve higher contact rates leading to more applications.

    The simplified sales screen allows loan officers to get more at-bats, enforces a high call volume culture, and reduces the need for manual lead prioritization.

    Mortgage sales automation solutions

    With sales engagement solutions like Guided Selling it's easy for loan officers to make more calls, send Text SMS messages, and connect with more of their prospects. With the help of lead prioritization, you'll be able to capture inbound calls, web leads, and direct mail response, routing them instantly to loan officers, ensuring lead response is under 3 seconds.
    Generate More Applications

    Generate more applications with proven lead follow up practices

    Using SalesExec, American Mortgage Group experienced the following benefits:

    1. An increase in total applications by 20%
    2. A decrease in cost per lead by 30%
    3. An increase in loan officer and manager efficiency

    Contact 40-60% more of your leads with local presence dialing

    Loan Officers improve contact rates by 40-60% by calling into other states with a local number that shows up on caller ID. Loan officers can deliver pre-recorded voicemails with the click of a button.

    • Outbound dialing with local presence
    • Purchase any area code individually
    • The solution automatically detects which local area code to use
    Local Presence Dialing
    Generate More Applications

    Engage in more conversations by sending & receiving Text SMS messages

    Connect with 60% more of your leads with Text SMS vs. email nurture with Text SMS.

    Create Text SMS templates for the whole team to use, with built-in compliance features.


    Why are Call Flows important
    to your mortgage marketing and leads program?
    Creating call flows gives you the ability to route inbound calls from direct mail, offline advertising, digital advertising, allocated marketing attribution, and route calls to the appropriate loan origination team.
    300+ Outbound Dials Per Day

    Easily make 300+ outbound dials per day

    Loan officers can have leads automatically prioritized, request a new lead, let the solution determine the best fit, while providing an all-in-one dialing solution that works with any phone system.

    Reach customers at just the right time with automated and drip email nurture

    Create your emails or use mortgage templates designed to increase open rates for Purchase, HELOC, and Refinance offers.

    • Deliver every email and track open and success rate
    • Loan officers get instant notifications when email are opened
    Automated Email Nurture & Mortgage Email Library

    Going beyond a mortgage CRM software

    Loan officers primary responsibility is to close loans, not learn new complex software solutions that are continually introduced as "The Next Big Thing". Imagine the benefits of your loan officers having one solution that manages inbound calls, outbound calls, texting, email, and lead prioritization. Loan officers want simplicity so they can do what they do best; be on the phone with interested applicants talking about their loan.
    Simple Lead Source Integration

    Get leads flowing with simple lead source integration

    Fully integrated with the lead sources you love, like LendingTree, Zillow, and more. Simply map your fields and flip a switch to start getting internet leads routed instantly to your loan officers.

    Highlight achievement and motivate your team with real-time reporting

    Scoreboards will help your loan officers and teams see where they stand with calls, emails, applications today, this week, this month. Dashboards will help management pinpoint underperforming lead sources while performance reports will show loan officer performance.
    Real-time Actionable Reporting
    Mortgage Integrations

    Connect the applications that matter and get the data you need

    With a REST API that allows mortgage companies to tap into their lead data, the integration possibilities are endless.

    SalesExec can easily integrate with best of breed solutions like LOS, Pricing, and Mortgage Marketing solutions like SoftVu, Experian, Third Party Lead Sources, and Direct Mail.
    Reduction in Lead Cost with automated multi-touch prospect follow up
    +30%
    +66%
    Average Improvement in salesperson activity with guided selling and lead prioritization
    +80%
    Average increase in contacted leads with text sms vs. email
    +60%
    Contact rate improvement with local presence outbound dialing solution
    Mortgage lead management advantages
    Lead Prioritization
    Prioritize leads and guide salespeople to make the next call, text, email, or schedule the next appointment.
    Text SMS
    Communicate instantly with prospects and leads via a text sms communication center. Create text templates with compliance and opt-out features.
    Email Marketing
    Convert more of your leads by automating email, delivered at critical stages of the customer journey.
    Local Presence
    Call more leads with integrated click-to-dial, power dial, and preview dial with local presence. Purchase individual area codes and increase contact rates.
    Sales Scripts
    Create dynamic sales scripts to help your sales team get off the ground fast without a ton of training.
    Notifications & Screen Pops
    Respond to new leads instantly with a notification and screen pop for phone calls, opened emails, text replies, and upcoming appointments.
    Inbound IVR & Call Tracking
    Purchase local or toll-free numbers and use them to capture and route calls from Google CPC campaigns, direct mail, billboards, or landing pages.
    Scoreboards
    Real-time interactive sales scoreboards highlight team achievement and keep your team on track.
    Mobile
    Manage your leads from anywhere with mobile lead management for both Android and IOS.
    Ready to get started?
    If you combine all of these marketing and communications features, they will help your loan officers connect with more opportunities, with very little manual involvement. The results speak for themselves, enterprise companies like Freedom Mortgage trust ClickPoint to manage their leads, sales, and sales process to drive more revenue from every lead.