Less Effort More Sales Pulse
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focusIT is a technology solutions provider established in 2002 with 10 employees and 15 contractors. They serve over 600 clients and 12,000 end users daily, primarily in the mortgage and financial industries. Pulse is focusIT's solution to problems their clients face with too many disconnected apps, inconsistencies, interruptions, and lack of mobility. Pulse integrates key systems like the loan origination system and Microsoft Exchange into a single app, allows push alerts and updates, and provides task management and loan milestones tracking to streamline the loan process.
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Less Effort More Sales Pulse
- 1. Less Effort. More Sales. 1| Introductions
- 3. 10 employees + 15 contractors
- 4. 600+ clients
- 5. 12,000 end users served daily
- 6. Target audience is mortgage and financial services firms with five to 1,000 end users
- 7. Currently adding 200+ new users per monthfocusIT : 2| About Us
- 9. Nation’s largest Calyx® hosting provider
- 10. DMD DataTrac hosting partner
- 12. Ellie Mae hosting provider
- 14. National Association of Mortgage Brokers memberfocusIT : 3| About Us
- 15. What is Pulse? THE PROBLEMS Pulse: 4| The Problems
- 16. What is Pulse? PROBLEM: Too Many Apps Pulse: 5| The Problems
- 17. What is Pulse? PROBLEM: Disconnected Systems Pulse: 6| The Problems
- 18. What is Pulse? PROBLEM: Inconsistency Pulse: 7| The Problems
- 19. What is Pulse? PROBLEM: Interruptions Pulse: 8| The Problems
- 20. What is Pulse? PROBLEM: No Mobility Pulse: 9| The Problems
- 21. What is Pulse? THE SOLUTIONS Pulse: 10| The Solutions
- 22. What is Pulse? SOLUTION: Build a Better App PROBLEM: Too Many Apps 11| The Solutions
- 23. What is Pulse? SOLUTION: True Synchronization PROBLEM: Disconnected Systems 12| The Solutions
- 24. What is Pulse? Loan Origination System 13| The Solutions
- 25. What is Pulse? Microsoft® Exchange & Outlook 14| The Solutions
- 26. What is Pulse? SOLUTION: Manage to a Plan PROBLEM: Inconsistency 15| The Solutions
- 27. What is Pulse? SOLUTION: Push Alerts & Updates PROBLEM: Interruptions 16| The Solutions
- 28. What is Pulse? PROBLEM: No Mobility SOLUTION: Get to the Cloud 17| The Solutions
- 29. What is Pulse? PULSE SCREENSHOTS Pulse: 18| Screenshots
- 30. What is Pulse? WHAT IS PULSE: Four Core Components 19| The Solutions
- 31. Sales Automation What is Pulse? PULSE: PULSE SCREENSHOT: Executive Specific Homepage 20| The Solutions
- 32. Sales Automation What is Pulse? PULSE: PULSE SCREENSHOT: Critical Information at Your Fingertips 21| Screenshots
- 33. Sales Automation What is Pulse? PULSE: PULSE SCREENSHOT: Loan Officer Specific Homepage 22| Screenshots
- 34. Sales Automation What is Pulse? PULSE: PULSE SCREENSHOT: Alerts dashlet for quick issue resolution 23| Screenshots
- 35. Marketing Automation What is Pulse? PULSE: PULSE SCREENSHOT: Over 60 Marketing Campaigns 24| Screenshots
- 36. Workflow Automation What is Pulse? PULSE: PULSE SCREENSHOT: Summary View of All Critical Loan Data 25| Screenshots
- 37. What is Pulse? SOLUTION: Manage to a Plan PULSE SCREENSHOT: Task Management and Milestones 26| Screenshots
- 38. What is Pulse? SOLUTION: Manage to a Plan PULSE SCREENSHOT: Visual Reference for Loan Milestones 27| Screenshots
- 39. What is Pulse? SOLUTION: Manage to a Plan PULSE SCREENSHOT: Easy Visual Management of All Loan Tasks 28| Screenshots
- 40. What is Pulse? SOLUTION: Push Alerts & Updates PULSE SCREENSHOT: Customizable Email Templates 29| Screenshots
- 41. What is Pulse? SOLUTION: Push Alerts & Updates PULSE SCREENSHOT: Automatic Loan Update Reports 30| Screenshots
- 42. What is Pulse? PULSE ADMINISTRATION: Roles-Based Permissions Administrator Manager Processor Underwriter Loan Officer LO Assistant 31| Screenshots
- 43. What is Pulse? PULSE ADMINISTRATION: Enterprise Organizational Hierarchy 32| Screenshots
- 44. Less Effort. More Sales. 33| Pulse
Hinweis der Redaktion
- Companies are faced with two choices:Let each individual producer pick their own CRMImplement a customized CRM that is never fully adopted
- Separate databases for:SalesMarketingOriginationUnderwriting
- Customer experience is completely dependent on the employee.Subjective criteria used to status loanResult is each loan is produced and underwritten differently
- Clients and realtors ask the LOLO asks the processorProcessor asks the underwriterUnderwriter answers the question and the information is slowly disseminated to all parties
- Your employees are still highly dependent on a locally installed appTo see file status requires direct access to the LOS or underwriting platform
- Start from scratch and asked our customers what they needUsed our industry knowledge to build a better appBuilt within MS SharePoint so it’s a “whole package” for your back office
- No more export / import of individual loan filesChanges to Pulse are automatically pushed back to the other side in real time
- Two-way synch of all shared data between Pulse and the LOS
- All emails sent from Pulse automatically appear in the user’s “Sent Items” folderAll emails received to Outlook related to a loan file are automatically synched to Pulse
- Pulse helps you create a plan, which we call a workflow templateClients can make one master template, or as many more detailed templates as they likeLoan programsLocationOnce a plan is created, it can be applied to a new loan file in less than 10 secondsOnce applied to a loan, all tasks are automatically assigned owners and due dates
- No special websites or login usernames to rememberEmails are simply sent to the proper recipients as tasks are completed or rules are triggeredInternal and external phones calls and emails are reduced as all parties are now playing on the same sheet of music
- Pulse is 100% web-basedWritten in standard language making updates simple and cost effectiveBuilt within Microsoft SharePoint 2010 providing a full company intranet solutionWe maintain the platform so you don’t have toBackups and upgrades are automaticNo additional IT staff requiredNo hardware to purchaseYou didn’t get into the loan business to be a computer guy!
- Pulse is divided into four core components:Sales automationMarketing automationWorkflow automationCompliance automation
- Homepage for managers and executives provides critical pipeline dataOther critical company information is also held on the homepage for quick referenceShared internal company docsPersonal MyDocsRate sheetsFaxesShared calendars and contacts
- Data can be sorted and arranged in a variety of waysLeads vs. active loansMilestone statusLocation
- Loan officers have a homepage with their specific pipeline information available at their fingertipsIn addition, critical loan alerts are posted prominently on the pageAs well as a snapshot view of their Outlook inbox
- Alerts dashlet give the end user the fastest way to address problemsQuick links to the affected loan file as well as the alert detail
- Pulse provides opt-in as well as automatic drip marketing campaignsOpt-in allows an individual LO to manually place a client into a campaignAutomatic campaigns can be triggered based on specific changes to a loan file such as its status changing to fundedOnce triggered, the campaign automatically kicks off with zero involvement from the end userCampaigns include three components:Snail mail items such as post cards, letters and fliersEmail drip messagesPulse tasks and remindersOver 60 pre-defined campaignsPulse also allows you to manage and market directly to your partners