GuideMark helps your Account Executives and Loan Officers be more effective. With GuideMark, AEs and LOs can focus on selling, not searching for data. Giving them the information they need, when they need it, helps the mortgage banker substantially improve revenue and net income per employee.
• Broker Profiles – Gross annual production (including product breakdowns), Volume, Our Unit and Dollar Wallet Share - Loan Officer and Processor Statistics, Lending Sources, Referral Sources and Decision Makers.
• Broker Status – Owner, DBA, Geography, License and Approval Status.
• Transactions – Summary and detailed information on all loans submitted by the broker.
• Broker & Loan Officer Scorecards – Summary and detailed information on number and dollar value of broker submitted Applications, Closed Loans and Ratios (closed, approved, funded, cancelled) with time-phased analytics.
• Broker History – notes on all contacts with the broker.
• Loan Transaction Dashboard – Enables the banker to search and analyze application data based on any number of selection criteria (e.g. timeframe, broker, transaction type, etc).
• Account Executive and Team Scorecards – Summary and detailed information providing analytics on individual and team production.
• Active Pipeline Reports – Analysis of detailed pipeline information by individual account executive, region and enterprise.
GuideMark's SalesDRIVE CRM gives the mortgage banker and the broker the information they need, when they need it, to substantially improve their revenue and net income per employee.
Learn how to create a CRM system that helps your team sell more in our new white paper: DRIVE to Success: CRM that works (PDF).
