Salestrekker’s Post

According to Christian Paterson, Founder of Auctus Coaching: "The big demand ticket brokers are most excited about is group tasks. Salestrekker 2.0 is meeting the demand for brokers to prioritise their tasks, assign them to teams and ensure they remain categorised as critical so workflow can’t move forward unless it’s completed. It’s the only way to standardise processes and remove potential errors. Plus, ensure you remain compliant. What this gives broker firms is greater control over the process and then the customer service outcome. Nobody wants a diminished customer experience. And from our industry experience, the simplest way to write more loans is to put the processes in place to facilitate new leads." https://ow.ly/XJ4S50R2SEq #mortgage #lending #CRM #software #automation #salestrekker

Your team has a manual workflow that you want to automate. But what do you start with? Here are 3 things you can automate in any workflow 👇 🎯 Workflow triggers ↔️ Workflow rules ✅ Workflow actions When carrying out a workflow, your team does 3 things: ↳ Observe what happens ↳ Decide what next action to take ↳ Perform an action And that’s pricey 3 components of the workflow that you can automate: ↳ Workflow triggers: Automatically notify of workflow events. ↳ Workflow rules: Automatically create workflow tasks. ↳ Workflow actions: Automatically complete workflow tasks. You can automate only one or all 3. Automate triggers, and your team will spend less time looking for work and act promptly. Automate rules, and your team will remember to perform the right action at the right time. Automate actions, and your team will spend less time doing repetitive tasks. Automate all 3, and you have end-to-end workflow automation that requires human involvement only if something goes wrong. #mortgage #operations #lending

Swipe to see how a mortgage lending firm revolutionized their CRM system by upgrading from MS Dynamics CRM 4.0 to Dynamics 365. From solving compatibility issues to automating manual workflows, discover the benefits that enhance their productivity and efficiency! Begin your Journey Towards success now - https://bit.ly/4cK7AZa #Dynamics365 #MortgageIndustry #ITsolutions

Did you see our news? Salestrekker 2.0 is now live! 🚀 Catch our latest video with Dalibor Ivkovic outlining all the details - https://lnkd.in/grif2-xk Not only did we announce Salestrekker 2.0 going live today but we launched 5 new offerings. What’s New? 🏆Salestrekker 2.0 industry’s first combined lending, origination and CRM platform 🏆Salestrekker Premium and Salestrekker Bundle provide value-added benefits for existing Salestrekker brokers to generate new business, accelerate lead conversion and improve productivity and compliance. 🏆Salestrekker Spark for maximum borrowing, policy research and lead generation for non-Salestrekker brokers 🏆Salestrekker Lightning for improved lender-broker engagement and productivity within Salestrekker CRM Read all about it here https://ow.ly/Uce750Tao7i #mortgage #lending #CRM #software #automation #salestrekker

Case Study: Transforming Business Operations with Bespoke Software (while displacing $5k/mo of SaaS subscriptions). Struggling with fragmented systems and high costs, a leading real estate and mortgage company sought a transformative solution. Enter AscendWare, delivering a game-changing software solution that revolutionized their operations. 🔍 **The Challenge**: Managing operations with four different software packages led to inefficiencies and poor collaboration. AscendWare identified critical pain points: - Fragmented Systems - Poor Collaboration - Data Management Issues - High Costs - Visibility Challenges - Software Redundancy 💡 **The Solution**: AscendWare introduced a multitenant, integrated system that consolidated operations, offering cost savings, enhanced collaboration, and increased business valuation. Key features include: - Cost Savings: Cutting SaaS expenses by $5k/month - Unified Platform: Streamlining operations for efficiency - Enhanced Collaboration: Facilitating seamless teamwork - Data Control and Customization: Ensuring regulatory compliance - Revenue Generation: Creating new income streams - Increased Business Valuation: Adding intellectual property value Learn more about this successful transformation: [Case Study Link](https://lnkd.in/e3eXuAXn) #AscendWare #SoftwareSolution #RealEstate #Mortgage #CaseStudy #Innovation

🚀 Transform Your Mortgage Loan Management with Dynamics 365! 🏡 At Izenix Solutions, we empower financial institutions to streamline and optimize their mortgage loan processes using Microsoft Dynamics 365. From initial loan applications to final disbursements, Dynamics 365 provides a comprehensive, end-to-end solution that enhances customer relationship management, automates tedious workflows, and equips your team with real-time insights for smarter decision-making. 🔑 Key Benefits: Seamless Customer Onboarding: Simplify the process and create a better experience for your clients from day one. Automated Loan Processing: Accelerate loan approval times and reduce manual errors with intelligent automation. Risk & Compliance Management: Stay ahead of regulations and mitigate risks with built-in compliance management tools. Data-Driven Insights: Gain actionable insights with advanced analytics to make more informed lending decisions. End-to-End Visibility: Track every step of the mortgage process, ensuring transparency and accountability. Enhanced Customer Engagement: Improve communication and interaction with your customers throughout their loan journey. With Microsoft Dynamics 365, you can revolutionize your mortgage loan management system to be more efficient, customer-focused, and compliant. It’s time to embrace digital transformation and offer a superior experience to your customers! #MortgageLoan #Dynamics365 #CRM #Automation #FinancialServices #LoanProcessing #CustomerExperience #MicrosoftDynamics #IzenixSolutions #DigitalTransformation #BankingInnovation #Compliance #DataAnalytics #Loan #Finance #Banksystem #Money

See how CRM automation can transform your follow-up process and turn leads into loyal clients! With BluMortgage, you’ll streamline your workflow, ensuring every client gets the attention they deserve. Our powerful tools make it easy to stay connected and grow your business. Schedule your demo with us today to experience the difference! #EmailAutomation #ClientProfile #DataManagement #ClientCommunication #MortgageIndustry #CanadianMortgage #MortgageCanada #MortgageCRM #MortgageSolutions

How can you make the most of your tech budget? We will tell you how in this blog: https://lnkd.in/gpU-Spif task-based workflows and parallel processing revolutionize efficiency, accelerating loan origination. Explore how this transformation enhances customer experiences, making it a must-read for those seeking operational excellence and competitive advantages in the mortgage landscape. Here is why you should read this blog: ✅ Cost-Efficiency and Streamlined Operations: inflooens consolidates the mortgage value chain, reducing costs and enhancing operational efficiency with a unified solution. ✅ 50% Tech Cost Reduction Impact: By replacing disparate systems, inflooens achieves a 50% reduction in technology costs, demonstrating a strategic move towards sustainability. ✅ Task-Based Workflow for Efficiency: inflooens' task-based approach enables parallel processing, accelerating the loan origination process and boosting overall productivity. ✅ Strategic Advantage in Competitiveness: Learn how you can get the strategic advantage with end-to-end solutions and data-driven decision-making. ✅ Revolutionizing Customer Experience: Borrower-Facing POS, Referral Partner Management, and Marketing Automation enhance customer engagement, ensuring a swift and responsive experience. #inflooens #costefficiency #taskbasedworkflow #customerexperience #techsavings #loanorigination #digitaltransformation #mortgageinnovation #mortgagetechnology

Automation That Drives Accuracy With STACX, we focus on delivering reliable automation for post-closing processes. With the ability to handle 550+ document types and achieve up to 95% accuracy, our platform ensures efficient, accurate results every time. 🌟 Why Choose STACX? High Accuracy – Consistently delivers up to 95% auto classification accuracy across a wide range of document types. Scalable & Flexible – STACX adapts to handle increasing volumes without compromising performance. Reliable Audits – Semi-automated audits manage exceptions efficiently, providing accurate results where human review is needed. Transform your workflow with automation that delivers results you can trust! #Automation #Efficiency #PostClosing #STACX #WorkflowOptimization #Accuracy #LoanFulfillment #ATL #AvanzeTechLabs #Avanze #Mortgage #Lenders Auvese Pasha Ramu Radhakrishnan Vinod Kainikat Elizabeth Leon Shashank Cukkemane www.avanzetechlabs.com