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 Increasing ROI and the Cycle of Conversion... 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 Loan Pricer Best Execution Scenario Pricing:... 5 Automated Pricing and Quoting - Your Website / Affiliate Websites:... 6 Quote Widget (Included in select licensed packages)... 6 Lock Desk Manager... 7 LoanTek Lead Management Services:... 8 LoanTek Connect... 9 Campaign Manager (CRM) RateWatcher Subscription Prices Lead Manager LoanPricer LoanPricer & Lead Manager Combo Automated-Quoting (single-channel) Automated-Quoting (Single Channel) + Quote Widget Automated-Quoting (multi-channel) Automated-Quoting (multi-channel) + Quote Widget Lock Desk Manager VOIP 2.0 Dialer Lead Manager Calyx Import 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. Increasing ROI and the Cycle of Conversion LoanTek is the only provider that features automated interactive pricing specific to the consumer s exact loan request. LoanTek offers the consumer accurate rate, APR and fee details, HUD Settlement books, and amortization schedules, all in an interactive environment. Finally, LoanTek invites the consumer to shop for all of your programs within your website. Wherever the consumer initiated their search they complete their shopping with you That is how LoanTek completes the Cycle of Conversion. LoanTek is specifically designed to provide the consumer with the granular detailed information they are seeking and use that data to induce the consumer to finish their shopping experience with you, or on your website. 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 the requirement of punitive contracts. On behalf of all of us at LoanTek, we look forward to helping you achieve higher loan volumes. Please contact LoanTek at your earliest convenience. Once we have identified your 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 Informa LendingTree MyBankTracker QuinStreet Zillow 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 Informa LendingTree 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 MyBankTracker QuinStreet Zillow LoanTek Internet Origination & Sales Management 4

6 Loan Pricer Best Execution Scenario Pricing: Save time and money with LoanTek s Loan Pricer. Loan Pricer solves best execution scenario pricing as a standalone application, or is a free to branches and loan officers with an automated quoting package. Stop wasting time and money 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) For Example: LoanTek Internet Origination & Sales Management 6

8 Lock Desk Manager LoanTek s Lock Desk Manager is an innovative and intuitive lock management system. Integrated with Calyx Point, Lock Desk Manager allows the user to effortlessly manage and create overlays and compensation tiers. Produce best execution rate sheets, and more. From reporting to hedging and compliance Lock Desk Manager has the functions that you need. LoanTek Internet Origination & Sales Management 7

9 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 LoanTek you can determine the effectiveness of your lead sources, members of your sales team, and make the necessary adjustments for your success. Easy sort and search gets your sales staff to the leads they need to engage with now. A single click of a mouse opens your pipeline by status and tells loan officers where to go for the prospects with the highest potential to become completed sales. LoanTek Internet Origination & Sales Management 8

10 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 9

11 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 10

12 Subscription Prices Lead Manager $45/month Single User $245/month Five Users $395/month Ten Users Additional Users - $45/month $99/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 LoanPricer $50/month Single User $250/month Five Users $450/month Ten Users Additional Users - $55/month $199/setup fee Solves Best Execution Pricing Complete with Admin Comp Management License Hidden Margin Features Loan Officer Comp modeling LoanPricer & Lead Manager Combo Best Execution Pricing Lead Management Suite CRM $95/month Single User $199/setup fee LoanTek Internet Origination & Sales Management 11

13 Automated-Quoting (single-channel) Quotes to your website OR one domain partner: Bankrate Informa LendingTree $395/month Single User $595/month Five Users $745/month Ten Users Additional Users - $45/month $399/setup fee MyBankTracker QuinStreet Zillow 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 $535/month Single User $735/month Five Users $885/month Ten Users Additional Users - $45/month $499/setup fee Includes all of the above quotes to your website + ONE of the following: Bankrate MyBankTracker Informa QuinStreet LendingTree Zillow 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 12

14 Automated-Quoting (multi-channel) Automated Pricing and Quotes to any/all domain partners: Bankrate Informa LendingTree $745/month Single User $945/month Five Users $1,095/month Ten Users Additional Users - $45/month $499/setup fee MyBankTracker QuinStreet Zillow 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 $885/month Single User $1,085/month Five Users $1,235/month Ten Users Additional Users - $45/month $599/setup fee Includes all of the above - quotes to your WEBSITE + ANY/ALL of the following: Bankrate MyBankTracker Informa QuinStreet LendingTree Zillow 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 13

15 Lock Desk Manager $765/month Five Users $915/month Ten Users Additional Users - $45/month $599/setup fee Full Lock Management Suite Pass file data and lock data into Calyx Complete with Admin Comp Management License Hidden Margin Features Loan Officer Comp modeling VOIP 2.0 Dialer $75/Month per License Click to Call Feature Integrated with Lead Manager Record and deliver pre-recorded messages and Go Next COMING SOON: Immediate lead dial and connect - Shotgun and Rotation Lead Manager Calyx Import Import leads directly into Calyx $100/Month per License Annual Discounts 16.66% - receive twelve months service for a ten month price - Includes all services LoanTek Internet Origination & Sales Management 14

16 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 200 Boise, ID Office: Cell: Fax: [email protected] LoanTek Internet Origination & Sales Management 15