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Comprehensive Web-based solution that integrates Lead Management Systems (LMS) to better manage the tracking of leads.
 
 
One complete web-based application that integrates front and back office covering lead management, lead distribution, marketing, sales and accounting.

 
Total Lead Management System (LMS), Customer Relationship Management (CRM), Enterprise Resource Planning (ERP) and C omputer Telephony Integration (CTI) along with Call Center Solutions for businesses small and large to manage initial and on-going relationships over the phone, in person or on the Web.
   

 
 

 

 

 

Work the Lead , is one features in this application that truly stands out over all others. Every effort has gone in to speeding up the process of closing a potential borrower before loosing their interest. We have developed this page keeping the fundamentals in mind. You will be able to close your prospect without ever leaving this page giving you speed and accuracy at your finger tips.
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Dash board, while keeping it simple, yet giving the ability to make quick precise decisions based on financial growth, marketing campaigns, and budgeting expenses. Compass Leads has created a fully customizable dashboard that give real-time reporting.
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Lead Distribution, with the market the way it is today, leads are more important now, than ever. Our distribution engine has virtually eliminated the lose of a potential borrower, thus raising your ROI almost immediately. Whether your leads are generated thru an inbound call center, outbound telemarketing office or purchased thru a third party source you will have the flexibility and security to track your leads through every possible aspect.
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Pipeline, from the beginning, sales companies have always used some form of a pipeline report. In the early years it was as simple as a caulk board, then the migration to the dry eraser board came out as technology advanced. Today Compass Leads has taken pipeline reporting to a new level, web based real-time pipeline reports that can be displayed to each user or for better visibility posted on flat panel monitors throughout the sales floor.
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Journal Accounting, Compass leads is the first and only lead management system LMS that tracks each lead through a campaign giving you your true cost per closed loan. From your dashboard you will be able to see real-time results on individual campaigns thus giving you foresight on marketing budgets.
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Telemarketing, with the newest segment to our application telemarketing departments will now have the ability to transfer live calls to anyone using Compass Leads. This means that not only will the call transfer to the specific party you have determined the lead data will also populate through a pop up window giving the Loan Consultant faster access enabling them to understand the needs of each potential borrower.
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Setup, when Compass Leads started out its primary function was to build an application that was not only easy to use but also customizable. Today we have that, with the easy of use and the speed at which information can be derived makes us your number one choice when looking to grow your company.
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