• Lead Management

• Lead Integration

• Lead Distribution

Loan Modification Lead Management

Cimmaron Loan Modification Manager provides the solution you need to effectively and profitably manage the entire lead process with tools and workflow optimized for the Loan Modification industry.

Import your leads in real-time

Starting with seamless integration with your lead provider, incoming leads are sent in real-time directly to the CRM database and automatically distributed to your agents. Once a lead arrives, your users are notified, multi-step marketing campaigns are, launched and lead progress tracking is initiated.

The Life of a Lead

Cimmaron Lead Management allows you to quickly and efficiently respond to new leads by tapping into an automated lead flow process. Although you can optimize the system for your own workflow needs, a typical lead moves through the process as follows:

• 08:12:15 AM, Day 1 - A prospect fills out a request for information on a web page built into your Cimmaron soloution, or a form hosted in your own corporate website, or a website maintained by a third party lead provider (In this example we will look at the model where you receive leads from a lead provider's own website).
  
• 08:12:16 AM, Day 1 - The lead provider sends the prospect's information to you and your competitors. Depending on your contract with the provider, the lead may also be e-mailed to three or more additional parties. Your copy of the lead is sent directly to your Cimmaron Loan Modification Manager CRM database via a secured Cimmaron web service.
  
• 08:12:18 AM, Day 1 - While the lead sits waiting inside your competitor's e-mail Inbox, Cimmaron immediately adds the prospect data into the database and processes business rules to assign the prospect to the user (account executive) due the next incoming lead.
  
• 08:12:19 AM, Day 1 - The prospect is placed on an multi-step automated drip campaign.
  
• 08:12:20 AM, Day 1 The first step of the campaign immediately sends an html e-mail to the prospect introducing the company and account executive. The e-mail contains corporate logos and other images to enforce your corporate branding and the content of the e-mail is dynamically generated based on the prospect's requirements (loan modification, short refi, debt consolidation, etc.).
  
• 08:12:22 AM, Day 1 - Your user is notified by e-mail and/or a text message to their cell phone that a new lead has arrived.
  
• 08:12:23 AM, Day 1 - A Microsoft Word document is mail merged and sent to the Batch Print queue to be printed later that same day along with all other direct mail pieces generated by the system.
  
• 08:12:35 AM, Day 1 - The user responds to the e-mail notification by opening the Cimmaron Loan Modification Manager Contact Finder screen and searches for the new leads sent that day. The prospect is selected, which opens the Contact Detail View screen.
  
• 08:14:42 AM, Day 1 - After quickly reviewing the prospect’s contact information and financial needs displayed within the Contact General and Financial Worksheet tabs, the account executive uses the Click-to-Dial feature to call the prospect.
  
• 08:14:50 AM, Day 1 –  The prospect answers the phone call. At this point, just seconds after clicking the submit button to request information, the prospect has likely already seen your first e-mail arrive in their inbox, and is speaking with the agent, well ahead of the competition's attempts to contact that same individual.
  
• 08:25 AM, Day 1 – The initial contact goes well and the prospect asks for more information. The account executive places the prospect on a warm lead campaign that schedules a follow up call the next day and sends out the first of a series of e-mails personalized with the prospects information and possible solutions for their loan modification needs.
  
• 09:00 AM, Day 2 – The account executive uses the Activity Finder screen to see all the phone calls that need to be made that morning.
  
• 09:05 AM, Day 2 – The prospect is contacted again and agrees to move forward.
  
• Days 2 through 30 – An aggreement is merged and sent to the contanct along with a request for doucmentation. Further e-mails and follow up calls will be scheduled according to changes to the status of the case.
  
• Case Closed – Once the case is closed and the modification completed with the lender, the contact is places on a follow up sales campaign that includes newsletter e-mails once a quarter to keep the company name in front of the client and another set of e-mails is schedule to expain the benefits of debt settelment.
  
• Case Closed Anniversary – A phone call is scheduled for one year after the case closing date.