Rapidly Convert More Leads to Loans with ClickPoint and Encompass
Innovative mortgage lead management integrated with the very best loan origination solution built for loan officers
Free trial Watch video
Innovative mortgage lead management integrated with the very best loan origination solution built for loan officers
Free trial Watch videoLoan officers compete for leads
Leads are nurtured throughout the sales process
Loan officers get more at-bats throughout the day
Route calls instantly from offline and online marketing to the best loan officer
Never miss a call or waste an inbound opportunity
Automated email nurture drives more value from every lead
Keep customers engaged through the buying cycle
Sales teams require tools to help keep customers engaged throughout the entire sales process. Relationship sales are won by sales teams that can respond when a well-educated consumer is ready to purchase.
Loan origination process coupled with sales software that is easily configured to help your loan officers respond instantly to leads.
Integrated direct mail, texting, email marketing, and mortgage marketing library.
Your sales team will efficiently work more leads, ensuring leads are contacted quickly, and sales teams are consistently converting more leads to customers.
With Marketing and sales aligned and utilizing real-time reports, underperforming lead sources are quickly spotted and removed.
Reduction in Lead Cost
Improvement in Sales Efficiency
Improvement in Closed Deals
Improvement in Loan Officer Activity
Second Lead Response Time
Improve lead quality, lead quantity, and increase conversion
Call more leads with integrated click-to-dial, power dial, and preview dial
Drive more value from every lead with automated email nurture
All-in-one, fully integrated solution that covers the entire loan lifecycle and provides one system of record
Dynamic scripts to help your sales team get off the ground fast
Keep your team informed with inbound calls, new leads, opened emails, and more
Find out if lead sources and loan officers are performing, instantly
Reward your best loan officers while fostering a positive and competitive environment
Manage your leads from anywhere with mobile lead management at your fingertips
“ClickPoint integrated with our phone solution, cus-tomized the sales solution around our needs, allowing us to reach more prospects at critical stages of their buying journey. As a result we increased total sales applications by 20%.“
Owner American Mortgage Group
“We used SalesExec to improve our loan officers ability to close more loans, and it delivered. We wanted a better solution and better support and that is what we got. Not to mention it is economical and easily allows you to scale your team of loan officers. We generated 30% more pre-qualifications almost immediately.“
Mortgage Consultant
Load Officers can email, text, and dial on leads quickly to engage customers at the right time.
Use a Proven Sales Process Reward Your Best People
Setup advanced lead delivery rules like state callable hours, lead recycling, and skilling which ensure your leads get to best loan officers.
Prioritize Every Lead Use a Proven Sales Process
Utilizing Industry best practices ensures every lead is called the optimal amount of times. With our visual workflow your team can ensure they keep moving their deals through the process to a win!
Reward Your Best People Prioritize Every Lead
The ClickPoint solutions are designed to be user friendly with minimal training required. The ClickPoint team is available via email, chat, and phone to assist you through your implementation process.
ClickPoint partners with Microsoft Azure. With ClickPoint you can trust that your sales and lead management system will be there 24x7, hosted on the most secure and reliable solution in the world.
Import lead lists or dial on real-time web leads. Shift from outbound to inbound sales activities and increase contact to close rates.
SalesExec Lead Management is not the same as managing leads with just CRM software. SalesExec is a solution for capturing your leads, distributing your leads, and then optimizing the process so that your sales team is more efficient. Your sales team will respond to customer inquiries faster, thereby improving the close rate from lead sources.
The SalesExec inbound solution pops inbound calls and customer information right on your agents screen, so they can turn a prospect into a customer, instantly. Calls can be transferred, current customers looked up on the fly, and notes and appointments added quickly and efficiently.
Nextiva cloud phone solution is available with unlimited long distance for as little as $25 per user, per month. With Nextiva and ClickPoint the total cost is only $85 per month, per user.
