One year ago!

Halloween 2008, Wendy imported leads from Integra Telemarketing into Leads360. Within just a day or two we had all our loan officers learning, and working, in a new lead distribution system.

 

This past year we have seen how valuable Leads360 can be.

• We have email drip campaigns designed to communicate before, during, and after the loan process.
• There are reports built to assist our loan officers in their daily routine – to not lose track of opportunities.
• The lead distribution pipelines have evolved from a basic push to allowing users to pull when they can give the prospect the attention they deserve.  
• The addition of many actions has streamlined the direction a lead flows, improving our reaction/action time to help customers & team members
• We are now global – all CMC branches and PPN’s are using Leads360. We can transfer a customer from one area to another bringing along the notes and information too.
• More loans were closed because we did not lose sight of them during a refinance boom.
• We received more leads this year than we did in 2006, 2007, or 2008.

 

 

Fun Facts to Know

 

2008

10/31/08 – 11/3/08 –Records moved from Integra into Leads360

55,761 – Records imported

11/5/08 – First day 22 loan officers started using the system

33 seats – initial users [22 HLS, 4 assistants, 4 admin, 3 mgmt]

1 – CMC offices using the system

3 – Lead distributions [New, Free Report, PLeads360 (Integra leads)]

Pam Thomas – First loan officer to take an action in the system; also the first loan officer to move a lead through Leads360 into Integra

 

2009

742,539 – Actions taken between 11/3/08 & 11/3/09 (8 a.m.)

423,679 – Actions taken (excluding admin/system users)

111,522 – Records currently in Leads360 {wow – did you notice it is exactly double to what we imported?!}

128 – Individuals have used our system (101 currently active)

4 – CMC offices using the system (58 loan officer / 3 assistants)

17 – PPN groups (25 users) currently using the system

8 – Admin team supporting all users/branches/customers

29 – Lead distributions between all groups/users

 

What will the next year bring?

 

CMC Teams:

Additional reports added to assist loan officers & management in tracking activity & results.

More email templates & drip campaigns – designed to communicate about specific situations.

Surveys implemented: 1^st Survey, Application Survey, Post Closing Survey

Marketing efforts using Leads360/Corporate Contact Database to communicate to existing customer & reaching out to prospects.

 

PPN’s:

Email templates & drip campaigns available to our Preferred Providers.

Reports to manage their teams & lead flow.

Lead distribution pipelines to better meet our customer’s expectations.

Additional users within current PPN groups, new PPN Groups & users

 

If you have any suggestions on making the system better – adding templates / reports – just send them to me. We are always looking at ways to improve the system.

 

Thank you everyone for your part in making Leads360 work!