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Lead and Customer Relationship Management Solution

To efficiently track and manage the rising tide of origination sales leads, lenders need an effective, full-feature solution to track, assign, prioritize, manage and rapidly respond to new sales opportunities, and nurture existing relationships to maximize revenue opportunities.

SalesEdge® is an integrated and highly configurable lead and customer relationship management (CRM) solution, designed specifically for lenders to manage new leads, and develop and maintain customer relationships that will ultimately generate new business and boost productivity.

Lenders have the option to deploy either the lead management or CRM functionality – or both – depending on specific business needs. SalesEdge also integrates with any loan origination system and is Web-based so it can be accessed anywhere, at any time.

SalesEdge Can Help You:

  • Turn inquiries into sales leads ready for conversion

  • Foster long-term customer relationships and repeat business

  • Easily track referral statistics and trends

  • Shorten lead response times

  • Assign leads based on configurable specifications

  • Increase lead conversion and reduce marketing costs per loan

  • Provide important lead source performance metrics ​​​​

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