Lender Solution

Lender and Agent Co-Marketing System

Loan Officers choose the Real Estate Agents you want to work with, to generate leads using individual Agent websites fully loaded with all the IDX / MLS search tools buyers are looking for - all provided by you!

Then collaborate with them on a shared pipeline of leads and clients for as long as needed.

Self-service home search tools and self-enrollment get Buyers engaged earlier and signing up on YOUR service to get access to advanced home search tools and automation.

Earlier lead capture gives you the best opportunity to work with them when they start looking in earnest.

Mortgage Lender and Loan Officer system

For Loan Officers

  • Work with More Agents
  • Generate More Leads
  • Collaborate with Agents on a shared sales pipeline
  • Connect home buyers with your partner Agents

For Lender Teams

  • Hierarchical multi-user system to support all your Loan Officers and their Agents
  • Complete visibility and control

For Agents

  • Feature-rich IDX home-search website included, for leads and clients
  • Automated systems for lead follow-up

For Home Buyers

  • Self Service Home Search automation tools
  • Full access to the MLS properties

Summary of Features

  • Co-Marketing system for working with Agents
  • Capture leads with advanced IDX system including map search
  • Self enrollment by leads
  • No time limit for leads
  • Integrates to any website
  • Lender branding
  • Collaborative CRM Lead Management system
  • Coordinated action plans
  • Drip campaign emails
  • Automated property alerts

One account supports one, or any number of Loan Officers; and all working with any number of Agents.

Lender solution