AMG Increases Loan Applications by 20% and Reduces Lead Cost by 30% with SalesExec™
Owner, American Mortgage Group
“ClickPoint integrated with our phone solution, customized 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%.“
AMG Needed to Automate Their Sales Process in Order to Expand. Prior to ClickPoint, implementation leads were only being contacted on average two times per loan associate. Many leads were neglected, and routing leads to the correct loan officer was a manual and tedious process. Management was spending several hours per day monitoring the flow of leads, manually following up to ensure loan officers were calling leads, and re-prioritizing leads that were in need of attention. Trying to scale their efforts with this much manual oversight was a big problem, and they needed a company that would help them automate as much of the manual oversight as possible.
ClickPoint and Nextiva Cloud Communication Integrate. AMG was introduced to ClickPoint Software through their cloud-communication partner, Nextiva. AMG liked the fact that ClickPoint was fully integrated with their cloud communication platform and could provide lead management software that would effectively automate the follow-up process through a best practice called Pull Lead Management. The Pull solution keeps loan officers from cherry-picking leads, and gives them a simplified sales screen to work from. The simplified sales screen allows loan officers to get more at-bats, enforces a high call volume culture, and reduces the need for manual lead prioritization. The ClickPoint lead management software serves up leads that are the best fit based on a variety of factors such as state licensing, age of lead, state calling hours, loan officer skill, and more.
As a result, AMG experienced the following benefits post-implementation:
American Mortgage Group, or AMG, has been helping homeowners and new home buyers find the best home loan for their needs for over 10 years. AMG offers loan services in all 50 states, is rapidly expanding and found their current lead management software to be a limiting factor in simultaneously managing three different sales channels, scaling their loan officer teams, and improving conversion rates.
Create multiple sales workflows with customized lead status
Multiple user permission levels and account hierarchy
Add lead fields with field permissions
Import lead lists, add leads, and export leads
Track Marketing Channel, Campaign, and Lead Source ROI
Integrate third party lead sources
Automated email nurture with email template designer
Text SMS delivery with compliant messaging solution
Webhooks to update lead data or extract lead data
Lead routing options include Push and Pull strategies
Prioritize lead assignment based on criteria, first in, state calling hours, teams, and more
Respond to leads instantly via iOS or Android mobile device
Intelligent Routing: Shotgun, Queues, Criteria, Forwarding, Redirect
Salespeople opt to receive calls or set as unavailable
Interactive sales scripts to help salespeople convert inbound calls
Salespeople receive real-time inbound call notifications
Configure queues, redirect calls, messages, text to speech
Purchase 1-800 or local numbers
Dial leads from local area codes
Pre-recorded voicemails delivered instantly
Update leads with status and action
Pull leads and allow prioritization
State calling hours and DNC list management
View real-time team performance
Listen to calls for coaching opportunities
Deliver emails based on lead status and action
Team members can pre-screen calls and transfer
