LoanTek Services Guide

Transcription

1 LoanTek Services Guide Consumer Direct Mortgage Marketing from A to Z Adam L. Stein LoanTek Top 50 Mortgage Service Provider Mortgage Executive Magazine

2 Contents Forward... 2 How Does Pricing Automation Create Exclusive Mortgage Referrals?... 2 Can a software company ensure revenues without requiring a contract?... 2 Automated Pricing and Quoting:... 3 Automated-Quoting (single-channel)... 3 Automated-Quoting (multi-channel)... 4 Automated Pricing and Quoting - Your Website / Affiliate Websites:... 6 Quote Widget LoanTek Connect... 8 Campaign Manager (CRM)... 9 RateWatcher... 9 Single - Channel Subscription Prices Automated-Quoting (single-channel) Automated-Quoting (Single Channel) + Quote Widget Multi - Channel Subscription Prices Automated-Quoting (multi-channel) Automated-Quoting (multi-channel) + Quote Widget Lead Management Only Subscription Prices Lead Manager Additional Seat Licenses and VOIP Subscription Prices LoanTek Connect Instant VOIP Seat Licenses Proposal Options: Month to Month First Quarter Special Annual Discounts Contact Information LoanTek Internet Origination & Sales Management 1

3 Forward LoanTek creates exclusive mortgage referrals using automated consumer facing pricing on websites like Zillow, BankRate, Lending Tree, Trulia, QuinStreet, Homes.com, Yahoo Homes, MSN Money, MSN Real Estate or yours! In addition to mortgage pricing LoanTek features software solutions vital to consumer direct mortgage origination: web-based quoting, lead management, CRM, marketing, automated telephone connection. All of these services integrate with LoanTek s easy to use ROI analytics and allow you to quantify results by lead source and loan originator. In short, LoanTek provides lenders with exclusive and scalable online mortgage origination. How Does Pricing Automation Create Exclusive Mortgage Referrals? Automated pricing is the core product of LoanTek s consumer facing marketing. Lenders who use automated pricing solicit exclusive referrals. These exclusive referrals are consumers that pre-price their loan request online and subsequently (exclusively) opt-in and contact the lender directly. Exclusive referrals convert five times better than other traditional commoditized (resold) lead sources. How many consumers shop in this fashion? Every day LoanTek sends over one million automated mortgage quotes to Zillow alone! LoanTek lenders post real time mortgage pricing to the top mortgage origination sites in the world - as well as on their own websites and their affiliated websites. The only question facing a mortgage lender is how broadly to hold one s marketing out in a single market or, in multiple markets. LoanTek can import multiple lenders rates or just your own institution s automatically. Can a software company ensure revenues without requiring a contract? Answer: Yes, by providing value that lenders and brokers will sign up for again, and again. LoanTek offers enterprise solutions to mortgage companies, consumer direct divisions, and loan originators alike. LoanTek lenders save money on LoanTek s bundled application - as compared to acquiring and managing the individual services from multiple providers. This savings translates into a better ROI for our clients and maintains customer loyalty without punitive contracts. On behalf of all of us at LoanTek, we look forward to helping your mortgage operation achieve higher loan volumes. Please contact LoanTek at your earliest convenience. Once we have identified your sales objectives and the best way to meet them we can put your origination on track with LoanTek. Adam L. Stein, CEO LoanTek, Inc. LoanTek Internet Origination & Sales Management 2

4 Automated Pricing and Quoting: Automated pricing and quoting is the core product of LoanTek s consumer facing marketing. LoanTek runs best execution across multiple lenders - with LoanTek s pricing engine you can have your very best loan quotes presented to consumers on your website, your affiliates websites, Zillow, BankRate, Lending Tree, and more. LoanTek can import multiple lenders rates or just your own lending institution s automatically. Consumers that pre-price their loan requests and opt-in create exclusive contacts and convert like no other lead source. The only question is how broadly to hold your marketing out in a single market or, in multiple markets. Automated-Quoting (single-channel) Automated Pricing and Quotes to one domain partner: Bankrate LendingTree QuinStreet Zillow $325/month $399/setup fee Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff Campaign Manager CRM Event Tracker: Opens, Click Through, Activity Log LoanTek Internet Origination & Sales Management 3

5 Automated-Quoting (multi-channel) Automated Pricing and Quotes to any/all domain partners: Bankrate LendingTree QuinStreet Zillow $425/month $399/setup fee Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff Campaign Manager CRM Event Tracker: Opens, Click Through, Activity Log LoanTek Internet Origination & Sales Management 4

6 Loan Pricer - Scenario Pricing & Lead Integration Pricing: Save time and money with LoanTek s Loan Pricer. Loan Pricer only requires an automated quoting license for the branch and is a free scenario pricing tool available to loan officers with a LoanTek lead management seat license. Pricing is fully integrated with the lead manager enabling the loan officer to immediately access pricing based upon the lead s criteria. Stop wasting time re-entering information to achieve pricing results and get ready access to current pricing when you need it with Loan Pricer.. LoanTek Internet Origination & Sales Management 5

7 Automated Pricing and Quoting - Your Website / Affiliate Websites: With LoanTek s Quote Widget you can provide real time consumer pricing on your website or on your builder and real estate affiliate websites their home buying site visitors can become your next client. Quote Widget is fully customizable consumer pricing automation and lead capture - contacts are assigned and contacted directly through your LoanTek Lead Manager. Quote Widget (Included in select licensed packages) Integrated pricing link for your website and Add domains (realtors sites, $29/mo. Setup Fee $99 For Example: LoanTek Internet Origination & Sales Management 6

8 LoanTek Lead Management Services: Every lender that features consumer direct marketing requires effective lead management to ensure a return on their investment. LoanTek provides enterprise solutions to help you understand what is driving, or dragging, your bottom line. With a single click of a mouse you can determine the effectiveness of your lead sources, members of your sales team, and make the necessary adjustments for your success. LoanTek Internet Origination & Sales Management 7

9 LoanTek Connect An independent survey reported that greater than 40% of mortgage seekers who transacted with an online lender went with the first lender to contact them. Now you can ensure that your loan officers are the first lender to contact your leads with LoanTek Connect. LoanTek Connect provides real time call connection to your sales team and ensures follow up calls are executed in a timely manner resulting in higher lead conversion ratios. Simply stated nothing beats a real time response and a follow up call schedule you get both with LoanTek Connect! LoanTek Internet Origination & Sales Management 8

10 Campaign Manager (CRM) Campaign Manager is included in all LoanTek services and keeps you in front of your customer with affordable, customized and automated messaging. The campaign manager sends with messaging relative to the lead s pipeline status and provides real time tracking on consumer actions - opening , clicks to your website, and more. LoanTek s Campaign Manager is unequalled in value and consumer insight and identifies sales opportunities in your pipeline. RateWatcher RateWatcher automatically sends the originator and the consumer notification when the desired loan program s rate and terms are available. RateWatcher also tracks of closed loan opportunities alerting the originator when a 1% reduction in rate is available.. LoanTek Internet Origination & Sales Management 9

11 Single - Channel Subscription Prices Automated-Quoting (single-channel) Quotes to your website OR one domain partner: Bankrate LendingTree QuinStreet Zillow $325/month $399/setup fee Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff Campaign Manager CRM Event Tracker: Opens, Click Through, Activity Log Automated-Quoting (Single Channel) + Quote Widget $465/month $499/setup fee Includes all of the above quotes to your website and any one of the following: Bankrate LendingTree QuinStreet Zillow LoanTek Internet Origination & Sales Management 10

12 Multi - Channel Subscription Prices Automated-Quoting (multi-channel) Automated Pricing and Quotes to any/all domain partners: Bankrate LendingTree QuinStreet Zillow $425/month $399/setup fee Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff Campaign Manager CRM Event Tracker: Opens, Click Through, Activity Log Automated-Quoting (multi-channel) + Quote Widget $565/month $499/setup fee Includes all of the above quotes to your website and any/all of the following: Bankrate LendingTree QuinStreet Zillow LoanTek Internet Origination & Sales Management 11

13 Lead Management Only Subscription Prices Lead Manager Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff Campaign Manager CRM Event Tracker: Opens, Click Through, Activity Log $99.99/Month $199/Setup Fee Additional Seat Licenses and VOIP Subscription Prices LoanTek Connect Instant VOIP Connects leads immediately Schedules follow calls on your schedule.25/attempt $1.00/connect Seat Licenses Additional Seat Licenses: seat, per month seat, per month seat, per month Seat licenses grant access to all branch services that are enabled: Lead Management, Campaign Manager, LoanTek Connect, and Loan Pricer LoanTek Internet Origination & Sales Management 12

14 Proposal Options: Month to Month Single User Automated pricing (single domain) - $325/month. Services include: Lead management, Loan pricer, CRM, Requires onetime set up fees for both auto pricing and CRM custom Build ($399). Total fees $724 upon account creation and $325/month thereafter First Quarter Special same services as above. First Quarter Special provides three months subscription for the cost of two months - Saves $325 (33% on base subscription costs). Total fees $1,049 upon account creation, and $325/month after the first three months. Annual Discounts 16.66% - receive twelve months service for a ten month price - Includes all services $3,250/year LoanTek Internet Origination & Sales Management 13

15 Contact Information Please contact us directly as to the features you would like to employ we will be happy to answer any questions that you might have and will set your selected services up as soon as possible. On behalf of the staff of LoanTek, we look forward to hearing from you soon. Sincerely, Adam L. Stein 106 North 6 th Street, Suite M-5 Boise, ID Office: Cell: Fax: [email protected] LoanTek Internet Origination & Sales Management 14