This feature allows individual agents the control to determine which lender is most suitable for each lead and can do so from their own initiative.
Features of Lender Assignment:
This feature allows individual agents the control to determine which lender is most suitable for each lead and can do so from their own initiative. At the same time it allows for the lead broker to decide which lenders are currently available. All of our features are designed with security and data protection in mind. That’s why lenders will only be able to see information relating to leads that they have been directly assigned to.
How Lender Assignment works:
The IDXmatrix CRM is about more than just managing data; it’s about managing relationships. Not only do you need to build the relationship with your clients you also have to manage their relationships with third parties. One of the most important of which is the lender you have assigned to each lead.
You need centralized control over which lenders your brokerage is authorised to work with. That’s why our CRM allows the group admin or lead broker from your organisation to have the authority to add accepted lenders to the CRM. Once the administrator has uploaded the lenders you wish to work with then each individual agent is able to assign the correct lender to the relevant leads.
Once a lender is added to the system you can simply click on their designation to see which leads they have already been assigned to. This can assist in helping your agents quickly make decisions about which lender is most suitable for which leads.
Benefits of Lender Assignment to Agent:
Being able to collect all the relevant information about your leads and the available lenders in once place makes carrying out tasks that much easier. Instead of having to look back at long email chains between agents and lenders all the pertinent data is now available in one place.