Solution Spotlight — Mortgage Lead Management Software

Enterprise clients in the mortgage sector rely on ClickPoint to move the needle, capturing more ROI and separating themselves from their competitors.

Did you know that ClickPoint Mortgage—a lead management software—is built for loan officers? With 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.

And when needed, we will help your team configure a custom approach that will challenge your teams and maximize the value of every loan application.

“ClickPoint integrated with our phone solution, 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%.“ ~ Mehdi Amini Owner, American Mortgage Group

Common Mortgage Lead Management Software / Ecosystem Problems

  • Best of Breed — Multiple in-house and external software solutions that are not integrated. SaaS software providers do not offer customization and integration.
  • Data In Silos — As a result of Best of Breed duplicate leads are numerous and actionable insights from your data is nearly impossible or unreliable.
  • Marketing Allocation — Marketers cannot make changes quickly to alter lead spend or spot and eliminate problem sources.
  • Customer Experience — Working the same prospect in disparate systems, often contacted by multiple loan officers
  • High Maintenance Costs — CRM or internal applications with bolted on functionality are costly to maintain.
  • Onboarding — Scaling up teams is time-consuming. Learning new, complex software takes time and many hours of coaching.
  • Communications — Most systems do not include inbound call routing, texting, and local presence outbound dialing or loan officers which are required to use multiple solutions to accomplish this task.

Our Technology Solution for Your Mortgage Business

  • Data Unified (System of Record) that integrates all mortgage/loan technology stack and solutions, creating a single customer record with marketing events, that integrate with reporting solutions like Power BI, Tableau, DOMO.
  • Simplified Sales Solution — Push, Pull, Lead Routing and Inbound Call Routing that improves lead conversion, speed to lead, while improving the customer experience.
  • Communications Suite — IVR, Local Presence, Voice Mail Drops give advisors higher contact rates with multiple communication methods.
  • Enterprise Custom Development — Team helps develop solutions that integrate internal solutions or create custom additions specific to your needs, helping move the needle for enterprise companies.
  • Low Maintenance Costs — ClickPoint becomes your technology partner, reducing IT strain, and reducing the need for managing legacy applications.
  • Real-Time Reporting — Helps marketing team pivot quickly and improve lead quality by spotting trends and areas of opportunity.
  • Fast Onboarding — Scale teams up quickly with built-in sales scripts, and a simplified screen for loan officers. They do not have to think about what to do next, the system guides each call, text, and email

Using ClickPoint, AMG Experienced the Following Benefits:

  • An increase in total applications by 20%
  • A decrease in cost per lead by 30%
  • An increase in loan officer and manager efficiency
  • AMG increased loan officer scalability and doubled loan officer headcount in less than 60 days, post-implementation.

See ClickPoint in Action and Move the Needle by Being the First to Engage Prospective Clients


Get Valuable, Practical Sales and Marketing Tips

We’ll send you practical tips and ideas that we use ourselves and show you how to apply them to your sales and marketing workflow