1. Leads and Pipeline
Evolution
Mark Hill

2. Last Year’s Introduction
Leads/Referrals refactor
Sales Pipeline and Process pipeline combination
Converting a Lead to a Loan Request
Lead Queue
Work Pipeline Report
Migration Report

3. Leads and Pipeline Integration
Add Lead
Assign lead to lender (automated or manual)
Lender engages prospect
Tracking of
Meetings
Calls
Letters
Contacts
Financial Spreading available
Gathering documents
Convert to Loan Request
LoanVantage Task flow takes over

4. 2.9.x Design Goals Build upon LoanVantage Infrastructure
Work queues
Query builder
Teams
Task Flow
Enhance Leads Form
Added data elements
Multiple Stages
User Interface Improvements

5. 2.9.x Design Goals Replacing the world’s #1 CRM Product
Allow for massively more reporting capabilities
Prospect tracking
Lender contacts
Credit Pipeline
Fees
For the goal of
Complete seamless tracking from initiation of Lead to Booking
Replacing the world’s #1 CRM Product
In your Commercial Loan Department

6. New Data Elements Contact Opportunity Lead Notes
Contact person at the business
Opportunity
Short description of deal – will flow to Acct Number/Description
Lead Notes
1000 characters
Will flow to Notes on the Loan Request page.

7. New Pick Lists Lead Stage Lost Reason
Replaced enumerated system values of New, Assigned, Converted, Closed
Now bank defined
Lost Reason

8. Lead Page Changes

9. Loan Request Changes
Ability to add a lead record to an existing loan request
Access lead record from Loan Request

10. Lead Queue Changes
Additional Queryable Data
List new columns here

11. Lead Queue Changes
Additional column selections
List columns here

12. Lead Queue Reports

13. Reports available from Lead Queue
Six new Leads Reports
LoanVantage Report Name
Used By
Notes
Leads By Stage
Lenders
Works with Lead work queues set up to filter by Lead Status. Returns converted and non-converted leads.
Credit Pipeline By Facility Status
Credit
Works with Lead work queues set up to filter by Facility Status. Returns converted leads only.
Credit Pipeline By Analyst
Credit Pipeline By Lender
Lender Pipeline – Grouped By Lead Status
Management Pipeline – Grouped By Facility Status
Management
Works with Lead work queues set up to filter by Facility Status. Returns converted leads only. Fiscal period is not supported at this time.

14. Lead Queue Reporting
Examples of other reportable data from the new Lead Queues
LoanVantage Work Queue
Used for
Used By
File Work Queue – Loan Review Process
Annual Reviews Credit Pipeline, Annual Review Rprt Portfolio
Credit, Others
Lead Work Queue – Restrict to officer
My Account Listing
Lender
My Prospects
My Prospect Status Report
My Prospect Activity
Lead Work Queue
Prospects by Source
Management
SBA Loans Closed
New Accounts
Production YTD by Type and Rate
Closed Loans by Fiscal Year
Closed Loans by Current Year
Production MOD w/Increases
Pipeline for Portfolio Staff
Others
QC Monthly Report
Exception Work Queue
Financial Report

15. Pipeline Report Existing Pipeline Report exists
Ability to build your own with your own columns

16. Timing
Will be released in Summer of 2015
2.9.x

17. Discussion Other ideas for future enhancements?
Further evolving and deeper CRM
Beta customer