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New Communications Tool Designed to Streamline LO Operations
Jul 18, 2011

Mortech has announced the release of the new Marksman Communication Package, designed to help loan officers shorten response times to leads and streamline overall communication with borrowers. The Marksman Communication Package offers a new line of features to mortgage originators, increasing live phone interaction with customers, without the need to add additional, expensive technology or equipment. The Communication Package is an affordable telephony API accessed directly from Marksman, the mortgage industry’s most preferred front-end loan management solution. An Internet connection and a phone line are the only requirements necessary to transform Marksman into phone system capable of managing any mortgage lead. “Getting to leads first is an integral part of being competitive, especially with online lenders,” said president of Mortech, Don Kracl. “The faster originators can get to a lead the higher the chances are they’ll be able to convert the prospect. We developed this package to equip our customers with customized, practical technologies designed to capitalize on their leads.” The Marksman Communication Package is directly integrated in Marksman to manage a mortgage company’s entire lead pipeline. Marksman’s Click-to-Dial feature allows loan officers to place a call with a simple click of a mouse while logged in their Marksman account. Calls are instantly placed on a specific phone application such as an office phone line or even a mobile device. Management can also setup call routing, lead assignment and transfer rules so leads are distributed by such parameters as branch, campaign, state or loan officer. As soon as a new lead enters Marksman, individual loan officers are notified and able to call the lead via a dynamic pop-up window within Marksman. All lead details are included and seamlessly transferred into the user’s Marksman account upon lead capture. Call monitoring is available to help supervisors track company production and performance.    
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