Sales Tools
Any successful mortgage broker or sales person will tell you that they spend 75%of their time in prospecting/relationship building and 25% in actual sales.
Unfortunately, the reality is that many of us spend up to 50% of our time on research and administration.
Write more loans and make selling easier
Loankit enables you to spend 75% of your time building relationships rather than searching for products or creating complex reports. It makes sales easier by providing sophisticated tools that are quick and easy to use. Some of the features to help you convert more prospects include:
- Product selection and comparison tools using extensive search criteria
- Detailed product information sheets
- Professional cost proposals for presentation to customers
- Calculation of maximum borrowings, with product, purpose and assessment rate parameters taken into account
- Emailing and SMS messaging from the software
- Once only data entry of customer details. Single click access to most screens for quick entry
- File note recording, reminder bookings, to do lists and meeting schedules all in one easy-to-use system
- Record loan details for automatic commission lodgment and as a trigger for the Customer Relationship Management functions
- Electronic submission of applications and automatic client notification of loan status
- Groups can track deals of individual broker or branches or entire group
- Affiliates can be established and have them feed referrals directly into the system and track progress of their referrals
| 
