Case Study

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.