for sales teams
ClickPoint's mortgage solutions boost the efficiency and performance of your loan officers through every step of the customer journey. SalesExec streamlines the mortgage sales process, to amplify profits and outshine competitors.
ClickPoint's mortgage lead management system offers tangible and immediate benefits by enhancing every stage of the customer journey.
Harness the power of automation in your mortgage sales with guided selling and automatically prioritize sales activities. Outbound dialing is simplified, and handling inbound calls is a breeze with intelligent tools designed specifically for the mortgage industry.
Enhance your loan officers' productivity with ClickPoint's omni-channel communication suite. Inbound call routing, local presence, and pre-recorded voicemail drops empower them to achieve higher contact rates.Email nurturing and SMS marketing capabilities enable comprehensive sales and marketing strategies tailored for the mortgage sector.
ClickPoint's user-centric dashboard encourages a high-call-volume culture and minimizes the need for manual lead prioritization. This ensures your mortgage sales team spends time where it matters the most - engaging with prospects and closing deals.
Using ClickPoint's mortgage CRM, American Mortgage Group experienced the following benefits:
Power dialer software is a game-changer for loan officers aiming to boost their sales pipeline and close more deals. ClickPoint's power dialer automates dialing, increasing call volume and preventing manual errors.
The dialer can be tailored to prioritize qualification criteria such as credit score or loan amount. This targeted approach significantly increases conversion rates.
Use pre-set scripts to ensure that clear and uniform information is delivered to potential clients. Record and analyze calls for training and quality assurance. Analytics derived from these calls can provide insights into call patterns and identify which tactics are most effective.
Improve contact rates by 40-60% with local phone numbers on caller ID. Loan officers can deliver pre-recorded voicemails with the click of a button.
SalesExec's IVR enables automated interaction with callers, prequalifying and delivering them to the best agents.
Efficiently manage incoming calls ensuring that customer queries and issues are addressed promptly.
Route calls to call centers to gather data on loan amounts, credit scores, and other relevant information. This pre-qualifies leads before routing them to loan officers. This saves time and ensures that loan officers are engaging with leads that have a higher likelihood of conversion.
SMS text messages typically connect with 60% more leads than email. Create SMS templates for the entire team to ensure consistent communication. Built-in compliance features keep you aligned with regulations.
ClickPoint's mobile app means that your agents can rapidly respond to prospects - wherever they are - from their mobile devices.
Loan officers can seamlessly make over 300 outbound calls per day. SalesExec intelligently prioritizes leads, determines the best matches, and offers an integrated dialing system compatible with any phone infrastructure.
Create your own emails or send email templates to increase open rates for purchase, HELOC, and refinance offers. Email templates allow you to unify your email marketing strategy and track the effectiveness of email campaigns.
Empower your loan officers with a single solution that effortlessly manages inbound and outbound calls, texting, email, and lead prioritization. Loan officers need to streamline to excel at what they are best at – engaging in meaningful conversations and closing loans.
Fully integrated with the lead sources you love, like LendingTree, Zillow, and more. Simply map your fields and flip a switch to instantly route leads to your loan officers.
Scoreboards help your loan officers see where they stand with call actions, emails, and applications today, this week, and this month. Dashboards help management pinpoint underperforming lead sources, while performance reports reveal loan officer performance.
Unlock the Power of Seamless Integration and Informed Decision-Making. With a REST API that allows mortgage companies to tap into their lead data, the integration possibilities are endless.
With SalesExec's integration with software like SoftVu and Experian, mortgage companies can create a unified ecosystem that centralizes critical data.
This facilitates a data-driven approach, empowering you to make well-informed decisions and devise strategic actions. Monitor lead performance, analyze credit data, and streamline the process. Having these tools under one roof optimizes your mortgage sales.
ClickPoint's support team understands mortgage leads and mortgage lead management best practices, from setup to support.
Your dedicated support rep knows how to optimize your lead management system for maximum efficiency and productivity. With in-depth industry knowledge, ClickPoint tailors your account to best suit your specific needs.
ClickPoint helps you customize lead routing, streamline communication processes, and ensure compliance with industry regulations. In a rapidly evolving market, ClickPoint's support team is a valuable ally in maintaining a competitive edge.
Mortgage brokers utilize lead management software to enhance organization and efficiency in handling potential clients. It streamlines communication, enables automated follow-ups, and offers tools for prioritizing leads, keeping brokers' focus on the most promising opportunities. Additionally, integrated analytics support data-driven decision-making, and record-keeping features ensure regulatory compliance.
Furthermore, adopting lead management software allows for faster, more polished service, improving the client experience and leading to higher conversion rates.
In the intensely competitive mortgage sector, a well-organized and adaptable framework gives brokers a competitive advantage, increasing their efficiency.
Reduction in Lead Cost with automated multi-touch prospect follow up
Average Improvement in salesperson activity with guided selling and lead prioritization
Average increase in contacted leads with text SMS vs. email
Contact rate improvement with local presence outbound dialing solution
Prioritize leads and guide salespeople to make the next call, text, email, or schedule the next appointment.
Communicate instantly with prospects and leads via the text communication center. Create text templates with compliance and opt-out features.
Convert more leads with automated email, delivered at critical stages of the customer journey.
Call more leads with integrated click-to-dial, power dial, and preview dial with local presence. Purchase individual area codes and increase contact rates.
Create dynamic sales scripts to help your sales team get off the ground fast without long training periods.
Respond to new leads instantly with notification and screen pop alerts for phone calls, opened emails, text replies, and upcoming appointments.
Purchase local or toll-free numbers. Use them to capture and route calls from Google CPC campaigns, direct mail, billboards, or landing pages.
Real-time interactive sales scoreboards highlight team achievement and keep your team on track.
Manage your leads from anywhere with mobile lead management for both Android and IOS.
Integrating these cutting-edge marketing features, allows your loan officers to effortlessly tap into every opportunity with minimal manual intervention. The outcomes are self-evident. Industry giants, such as Freedom Mortgage, have trusted ClickPoint's adept lead management and sales engagement, creating a surge in lead revenue.
ClickPoint provides 24 hour chat support, extensive product documentation, and weekly training sessions.
