• Overview

• Features

• Lead Management

• VOIP Phone Support

• Demo

• Purchase

Loan Modification Manager CRM Features

The Loan Modification Manager combines a full-featured CRM (customer relationship management) solution, automated marketing, document processing, and lead management around a set of screens and workflow created specifically for the loan modification industry.

Contact and Pipeline Management

• Search your pipeline using the Contact Finder screen to quickly filter your database and drill down into screens that present detailed contact data views
• Display your client's complete history including phone calls, e-mails, faxes, and notes
• Capture a detailed financial profile using the Financial Worksheet screen
• Use built-in calculators to view debt ratios and propose options to your prospects
• Schedule follow-up calls, e-mails, and other activities
• Integrate with your VOIP phone system for Click to Dial and voice recording
• View ToDo items for yourself or your entire team via the Calendar and Interactive ToDo list screens
• Import Contact data and synchronize with Microsoft Outlook
• Create custom screens with an unlimited collection of user defined fields
• Powerful customer messaging features allow you to e-mail, fax, or print content from a library of marketing collateral, mail-merge documents, and web-based e-mail templates

Lead Management

• Import lead data from lead providers, built-in web landing pages, your own website forms, or Microsoft Excel
• Instantly send out auto-responder e-mails as soon as the lead hits the database
• Launch automated drip campaigns
• Notify account executives when new leads arrive via e-mails, text messages, and new lead pop-up windows
• Create customized lead groups and setup rules to determine lead distribution
• Reassign leads when account executive response does not meet time-to-contact standards
• View Dashboards and Pipeline Reports for a complete view of your contact database

Lender Management

• Access and maintain a list of lenders and lender contacts
• Link lenders to client cases
• Automatically send client case documentation to the lender
• Track a complete history of lender negotiation communication
• Schedule follow ups and milestones with the lender

Automated Marketing

• Create your own drip marketing campaigns
• Send out bulk e-mail blasts to targeted contact lists
• Use mail merge features for your direct mail marketing needs
• Assign prospects and clients to a series of pending tasks, such as e-mails, text messaging, faxes, and follow-up calls with a single click
• Track campaign and e-mail broadcast results in detailed reports

Document Management

• Drag and drop files from your workstation and e-mail attachments directly to contact screens
• All contact documents are available for outbound e-mail and fax messages through point and click assignment and automated transaction campaigns
• Files are indexed and automatically backed up each night
• Fax integration with eFax makes inbound fax assignment and outbound faxing quick and easy
• Generate bar coded fax coversheets for full client and lender document automation

Manage Users

• Control feature access by user, department, and branch
• Configure user roles and rights
• Add new users or lock users out of the system with the User Manager security features
• Automatically track user preferences over time in order to optimize the user experience
• Store user information to personalize e-mails templates and mail merge documents