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

2. HELLO!
I am Mark Hill
You can find me at

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

4. 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

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

6. 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

7. Setting Up Your Unified Pipeline
DEMO

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

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

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

11. THANKS!
Any questions?
You can find me at