Managing LEADS and Converting to LOANVANTAGE LEADS AND OPPORTUNITIES Managing LEADS and Converting to DEALS

HELLO! I am Mark Hill You can find me at mark.hill@vsgsolutions.com

LEADS AND OPPORTUNITES MODULE OVERVIEW ADVANCEMENTS IN 3.0 PREPARING TO USE DEMO WHAT’S NEXT?

OVERVIEW Included In LoanVantage System Easy to Use Track Items Without Creating Loan Request New and Existing Customers Common Engagement History With Customer Integrated Pipeline From Lead to Deal

ADVANCEMENTS IN 3.0 Cash Flow Spread New Lead Wizard Choose Your Data Integrated Pipeline In Lead Queue

PREPARING TO USE LEADS MODULE Verify the Lead Stages Check Facility Status Pick List Create Field Settings Template and Select Fields Setup the Lead Wizard Create a Leads Work Queue and Select Query and Columns

Setting Up Your Unified Pipeline DEMO

Leads and Opportunities: WHAT’S NEXT More data collection during lead stage Task Flow For Leads Works for Brokers Required Docs Site Visit

ACCEPTING INQUIRY FROM WEB WWW On the aApplication page, you can do this and that.

ACCEPTING INQUIRY FROM WEB Customer Submits Inquiry Lead Record Is Created Item Added to Work Queue Banker Notified By Email Banker Reviews Inquiry at Home on Tablet. Responds to User By Email ACCEPTING INQUIRY FROM WEB No Rekeying Of Data Works With Brokers and External Referrals

THANKS! Any questions? You can find me at mark.hill@vsgsolutions.com