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Marksman's Prospect Managment

Create, Import & Manage Prospects
Marksman lead management prospect tool contains all the functions necessary to create and manage a pipeline of borrowers from early stage prospecting to registered locks. The rich CRM application contains feature packages that enable loan officers to manage more leads, stay on top of those leads and dramatically increase close ratios.

Mortech’s Marksman processes more than ONE MILLION LEADS PER YEAR from external lead aggregators such as LendingTree and LowerMyBills.

Marksman provides comprehensive and highly-intuitive tools for loan officers and brokers to manage their prospect pipeline. Proactively manage leads from multiple sources, increase lead generation and maximize close ratios.

· Manage a pipeline of prospects regardless of the lead source

· Create prospects with as little or as much information as is
  made available to the loan officer

· Arrange prospects by status, lead source or a variety of
  configurable fields

· Distribute & reassign leads according to rules based on aging,
  lead status or any specific criteria via the LeadScope feature

· Access account and lead pipeline via a cell phone with
  Marksman Mobile

· Instantly retrieve the full prospect record to create a fully
  exportable Fannie Mae DU file

· Integrate with Outlook by exporting task reminders and contact
  information as vCards

· Provide automatic rate notification based on thresholds via the
  RateTracker service of Marksman

· Integrate seamlessly with loan origination systems

· Activate automatic email campaigns to continuously keep you
  in-touch with prospects

· Provide rate quotes to consumers directly from your corporate
  web site via Marksman WebTools- leads automatically
  integrate with your Marksman pipeline

· Access current rates for prospects pre-filled with prospect’s
  product, loan and borrower criteria

“Marksman’s constantly evolving prospect management capabilities have    been instrumental in helping us remain one of LendingTree’s top close    rate and volume purchase lenders.”     - Owen Raun, President      RMC Vanguard Mortgage Corporation LendingTree.com has awarded RMC Vanguard the Top Close Rate Purchase Lender for 2002, 2003, 2004 and 2005.

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