Retail Sales, Wholesale Sales, and Correspondent Lending
Through dynamic tracking, monitoring and measuring, sales leaders, branch managers, and correspondent lenders can increase both quality and volume of loans with our Sales Management solution. With this solution, managing individual loan ofﬁcers, branches or correspondents across volume, units, cycle time, pull through and closing is easier and more efficient. Wholesale functionality is included to measure account executives from ﬁle receipts through funding in a format that is easy-to-use and access. Correspondent lending management functionality delivers insight to key executives enabling them to manage multiple channels, providing the ability to score correspondent lenders across several Key Performance Indicators.