Receive an alert the instant
someone asks a question,
requests pre-qual or a loan.
minutes is a powerful tool. Loan Inquiry Alert makes
this possible. Impress your clients with your
responsiveness. Originate more!
Loan Inquiry Alert
Loan Inquiry Alert sends a text and/or email message to you the instant that someone asks a question, requests pre-qualification, or applies for a loan, allowing you to make immediate contact. The alert identifies the type of request, the name of the requestor, and their contact information—all that is needed to reach out and help. You can also allow your loan processor to receive these convenient alerts.
After set up, Loan Inquiry Alert may prove to be one of your most valuable tools. What is the value of a Loan Inquiry Alert?
- Your client is ready for your call now. They submitted a question, pre-qual request, or loan application seconds ago. You know that they are with their phone or computer and they are interested in a loan now. So now is the best time to make contact. Contacting a lead within 5 minutes greatly increases your chances of converting a lead into a loan.
- Impress your clients with your responsiveness. Your clients and referrals want to do business with a professional who will be attentive to their needs. When you contact them within minutes, you have sent a clear message. You are attentive to their needs and move fast. This is also known as the “wow” effect. Be ready for when they say, “Wow, that was fast.”
Even if the client doesn’t obtain a new loan, you will have a new lead for possible future business—a client who has provided you with their contact information and some idea as to their mortgage needs.
Loan Inquiry Alerts can be managed within the Dashboard. You can easily choose how you and/or your loan processor are notified. Notifications can be via text, email, or both. Loan Inquiry Alert also allows you to choose when to be notified. You can be notified for questions, pre-qual requests, loan applications, or any combination.
Loan Inquiry Alert provides peace of mind. It provides the assurance that you will be notified immediately for questions, pre-qual requests, and loan applications allowing you to reach out to your clients or referrals immediately, or at the most convenient time.