LoanTek Services Guide · LoanTek offers enterprise solutions to mortgage companies, consumer...
Transcript of LoanTek Services Guide · LoanTek offers enterprise solutions to mortgage companies, consumer...
LoanTek Services Guide
Consumer Direct Mortgage Marketing from A to Z
Adam L. Stein
LoanTek – Top 50 Mortgage Service Provider
Mortgage Executive Magazine
LoanTek | Internet Origination & Sales Management 1
Contents
Forward ........................................................................................................................................... 2
Increasing ROI and the ‘Cycle of Conversion’........................................................................... 2
Can a software company ensure revenues without requiring a contract? ................................... 2
Automated Pricing and Quoting: .................................................................................................... 3
Automated-Quoting (single-channel) ......................................................................................... 3
Automated-Quoting (multi-channel) .......................................................................................... 4
Loan Pricer – Best Execution Scenario Pricing: ............................................................................. 5
Automated Pricing and Quoting - Your Website / Affiliate Websites: .......................................... 6
Quote Widget – (Included in select licensed packages) ............................................................. 6
Lock Desk Manager ........................................................................................................................ 7
LoanTek Lead Management Services:............................................................................................ 8
LoanTek Connect ........................................................................................................................ 9
Campaign Manager (CRM) ...................................................................................................... 10
RateWatcher .......................................................................................................................... 10
Subscription Prices........................................................................................................................ 11
Lead Manager ........................................................................................................................... 11
LoanPricer ................................................................................................................................. 11
LoanPricer & Lead Manager Combo ........................................................................................ 11
Automated-Quoting (single-channel) ....................................................................................... 12
Automated-Quoting (Single Channel) + Quote Widget ........................................................... 12
Automated-Quoting (multi-channel) ........................................................................................ 13
Automated-Quoting (multi-channel) + Quote Widget .............................................................. 13
Lock Desk Manager .................................................................................................................. 14
VOIP 2.0 Dialer ........................................................................................................................ 14
Lead Manager – Calyx Import .................................................................................................. 14
Annual Discounts ...................................................................................................................... 14
Contact Information ...................................................................................................................... 15
LoanTek | Internet Origination & Sales Management 2
Forward
LoanTek creates exclusive mortgage referrals using automated consumer facing pricing on
websites like Zillow, BankRate, Lending Tree, Trulia, QuinStreet, Homes.com, Yahoo Homes,
MSN Money, MSN Real Estate – or yours! In addition to mortgage pricing LoanTek features
software solutions vital to consumer direct mortgage origination: web-based quoting, lead
management, CRM, email marketing, automated telephone connection. All of these services
integrate with LoanTek’s easy to use ROI analytics and allow you to quantify results by lead
source and loan originator. In short, LoanTek provides lenders with exclusive and scalable online
mortgage origination.
Increasing ROI and the ‘Cycle of Conversion’
LoanTek is the only provider that features automated interactive
pricing specific to the consumer’s exact loan request. LoanTek
offers the consumer accurate rate, APR and fee details, HUD
Settlement books, and amortization schedules, all in an
interactive email environment. Finally, LoanTek invites the
consumer to shop for all of your programs within your website.
Wherever the consumer initiated their search they complete their shopping with you – That is
how LoanTek completes the Cycle of Conversion. LoanTek is specifically designed to provide
the consumer with the granular detailed information they are seeking and use that data to induce
the consumer to finish their shopping experience with you, or on your website.
Can a software company ensure revenues without requiring a contract?
Answer: Yes, by providing value that lenders and brokers will sign up for again, and again.
LoanTek offers enterprise solutions to mortgage companies, consumer direct divisions, and loan
originators alike. LoanTek lenders save money on LoanTek’s bundled application - as compared
to acquiring and managing the individual services from multiple providers. This savings
translates into a better ROI for our clients and maintains customer loyalty without the
requirement of punitive contracts.
On behalf of all of us at LoanTek, we look forward to helping you achieve higher loan volumes.
Please contact LoanTek at your earliest convenience. Once we have identified your objectives
and the best way to meet them we can put your origination on track with LoanTek.
Adam L. Stein,
CEO
LoanTek, Inc.
LoanTek | Internet Origination & Sales Management 3
Automated Pricing and Quoting:
Automated pricing and quoting is the core product of LoanTek’s consumer facing marketing.
LoanTek runs best execution across multiple lenders - with LoanTek’s pricing engine you can
have your very best loan quotes presented to consumers on your website, your affiliates’
websites, Zillow, BankRate, Lending Tree, and more. LoanTek can import multiple lenders’
rates or just your own lending institution’s automatically.
Consumers that pre-price their loan requests and ‘opt-in’ create exclusive contacts and convert
like no other lead source. The only question is how broadly to hold your marketing out – in a
single market or, in multiple markets.
Automated-Quoting (single-channel)
Automated Pricing and Quotes to one domain partner: Bankrate Informa LendingTree
MyBankTracker QuinStreet Zillow
Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff
Campaign Manager CRM Event Tracker:
Opens,
Click Through,
Activity Log
LoanTek | Internet Origination & Sales Management 4
Automated-Quoting (multi-channel)
Automated Pricing and Quotes to any/all domain partners: Bankrate Informa LendingTree
MyBankTracker QuinStreet Zillow
Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff
Campaign Manager CRM Event Tracker:
Opens,
Click Through,
Activity Log
LoanTek | Internet Origination & Sales Management 5
Loan Pricer – Best Execution Scenario Pricing:
Save time and money with LoanTek’s Loan Pricer. Loan Pricer solves best execution scenario
pricing as a standalone application, or is a free to branches and loan officers with an automated
quoting package. Stop wasting time and money and get ready access to current pricing when you
need it with Loan Pricer!
.
LoanTek | Internet Origination & Sales Management 6
Automated Pricing and Quoting - Your Website / Affiliate Websites:
With LoanTek’s Quote Widget you can provide real time consumer pricing on your website or
on your builder and real estate affiliate websites – their home buying site visitors can become
your next client. Quote Widget is fully customizable consumer pricing automation and lead
capture - contacts are assigned and contacted directly through your LoanTek Lead Manager.
Quote Widget – (Included in select licensed packages)
For Example:
http://cinchhomeloans.com/index-test.php
http://ipmortgage.net/mortgage-pricing
http://www.ablending.com/quote/
www.Arizonamortgagenews.com/real-time-mortgage-rates
LoanTek | Internet Origination & Sales Management 7
Lock Desk Manager LoanTek’s Lock Desk Manager is an innovative and intuitive lock management system.
Integrated with Calyx Point, Lock Desk Manager allows the user to effortlessly manage and
create overlays and compensation tiers. Produce best execution rate sheets, and more.
From reporting to hedging and compliance Lock Desk Manager has the functions that you need.
LoanTek | Internet Origination & Sales Management 8
LoanTek Lead Management Services:
Every lender that features consumer direct marketing requires effective lead management to
ensure a return on their investment. LoanTek provides enterprise solutions to help you
understand what is driving, or dragging, your bottom line.
With LoanTek you can determine the effectiveness of your lead sources, members of your sales
team, and make the necessary adjustments for your success. Easy sort and search gets your sales
staff to the leads they need to engage with now. A single click of a mouse opens your pipeline by
status and tells loan officers where to go for the prospects with the highest potential to become
completed sales.
LoanTek | Internet Origination & Sales Management 9
LoanTek Connect
An independent survey reported that greater than 40% of mortgage seekers who transacted with
an online lender went with the first lender to contact them. Now you can ensure that your loan
officers are the first lender to contact your leads with LoanTek Connect. LoanTek Connect
provides real time call connection to your sales team and ensures follow up calls are executed in
a timely manner resulting in higher lead conversion ratios.
Simply stated nothing beats a real time response and a follow up call schedule – you get both
with LoanTek Connect!
LoanTek | Internet Origination & Sales Management 10
Campaign Manager (CRM)
Campaign Manager is included in all LoanTek services and keeps you in front of your customer
with affordable, customized and automated email messaging. The campaign manager sends
email with messaging relative to the lead’s pipeline status and provides real time tracking on
consumer actions - opening email, clicks to your website, and more. LoanTek’s Campaign
Manager is unequalled in value and consumer insight and identifies sales opportunities in your
pipeline.
RateWatcher RateWatcher automatically sends the originator and the consumer notification when the desired
loan program’s rate and terms are available. RateWatcher also tracks of closed loan opportunities
– alerting the originator when a 1% reduction in rate is available..
LoanTek | Internet Origination & Sales Management 11
Subscription Prices
Lead Manager $45/month – Single User
$245/month – Five Users
$395/month – Ten Users
Additional Users - $45/month
$99/Setup Fee
Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff
Campaign Manager CRM Event Tracker:
Opens,
Click Through,
Activity Log
LoanPricer
$50/month – Single User
$250/month – Five Users
$450/month – Ten Users
Additional Users - $55/month
$199/setup fee
Solves Best Execution Pricing Complete with Admin Comp Management License Hidden Margin Features Loan Officer Comp modeling
LoanPricer & Lead Manager Combo
$95/month – Single User
$199/setup fee
Best Execution Pricing
Lead Management Suite
CRM
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Automated-Quoting (single-channel) $395/month – Single User
$595/month – Five Users
$745/month – Ten Users
Additional Users - $45/month
$399/setup fee
Quotes to your website OR one domain partner: Bankrate Informa LendingTree
MyBankTracker QuinStreet Zillow
Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff
Campaign Manager CRM Event Tracker:
Opens,
Click Through,
Activity Log
Automated-Quoting (Single Channel) + Quote Widget
$535/month – Single User
$735/month – Five Users
$885/month – Ten Users
Additional Users - $45/month
$499/setup fee
Includes all of the above quotes to your website + ONE of the following: Bankrate Informa LendingTree
MyBankTracker QuinStreet Zillow
Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff
Campaign Manager CRM Event Tracker:
Opens,
Click Through,
Activity Log
LoanTek | Internet Origination & Sales Management 13
Automated-Quoting (multi-channel) $745/month – Single User
$945/month – Five Users
$1,095/month – Ten Users
Additional Users - $45/month
$499/setup fee
Automated Pricing and Quotes to any/all domain partners: Bankrate Informa LendingTree
MyBankTracker QuinStreet Zillow
Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff
Campaign Manager CRM Event Tracker:
Opens,
Click Through,
Activity Log
Automated-Quoting (multi-channel) + Quote Widget $885/month – Single User
$1,085/month – Five Users
$1,235/month – Ten Users
Additional Users - $45/month
$599/setup fee
Includes all of the above - quotes to your WEBSITE + ANY/ALL of the following: Bankrate Informa LendingTree
MyBankTracker QuinStreet Zillow
Lead Management Suite: Lead Assignment and Quota Manager Customizable Status and Filters Track Conversion by Lead Source and Sales Staff
Campaign Manager CRM Event Tracker:
Opens,
Click Through,
Activity Log
LoanTek | Internet Origination & Sales Management 14
Lock Desk Manager $765/month – Five Users
$915/month – Ten Users
Additional Users - $45/month
$599/setup fee
Full Lock Management Suite
Pass file data and lock data into Calyx Complete with Admin Comp Management License Hidden Margin Features Loan Officer Comp modeling
VOIP 2.0 Dialer $34/Month per License
‘Click to Call’ Feature Integrated with Lead Manager
Record and deliver pre-recorded messages and ‘Go Next’
COMING SOON: Immediate lead connection - ‘Shotgun’ and ‘Rotation’
Lead Manager – Calyx Import
Import leads directly into Calyx $100/Month per License
Annual Discounts
16.66% - receive twelve months service for a ten month price - Includes all services
LoanTek | Internet Origination & Sales Management 15
Contact Information
Please contact us directly as to the features you would like to employ – we will be happy to
answer any questions that you might have and will set your selected services up as soon as
possible. On behalf of the staff of LoanTek, we look forward to hearing from you soon.
Sincerely,
Adam L. Stein
106 North 6th
Street, Suite 200
Boise, ID 83702
Office: 888.562.6835
Cell: 206.406.1481
Fax: 253.874.9069