03 / WORK / 02
The Quote That Used to Take Twenty Minutes
CRM Workspace & Integrations
A borrower asks, “What would my payment be?” The honest answer used to be: give me twenty minutes.
- Assemble
- Price
- Build
- Host
- Send
Illustrative example only. Not a loan offer or rate quote.
01 / THE TENSION
Pricing, fees, borrower information and loan data existed in different systems.
The same information had to be entered again and again, and by the time a polished answer went out, the borrower had often asked someone else.
02 / THE TURN
Speed to quote is speed to trust, but only if the fast answer is also the right one.
03 / THE SYSTEM
One workspace inside the CRM for pricing, itemized fees, quote generation and delivery, loan-file sync, and the lead tools used mid-conversation.
- Assemble
- Price
- Build
- Host
- Send
Illustrative example only. Not a loan offer or rate quote.
Illustrative example only. Not a loan offer or rate quote.
Processing$895
Underwriting$1,095
Appraisal$650
Title and settlement$2,140
Credit report$85
Recording$160
Transfer tax$1,020
Homeowners insurance$1,380
Prepaid interest$740
Estimated total$8,165
Illustrative example only. Not a loan offer or rate quote.
04 / HOW IT WORKS
- Pricing engine
- Fees
- Lead record
- Branded quote
- Text
- Loan file
05 / KEY PIECES
- Application
- Processing
- Underwriting
- Clear to close
- Funded
- Estimated value
- $925,000
- Loan amount
- $740,000
- LTV
- 80%
- DTI
- 36%
Illustrative example only. Not a loan offer or rate quote.
- Campaign A18/42
- Campaign B11/35
- Referral15/28
- Past clients13/22
Calls Connected
06 / THE SHIFT
A quote goes out while the borrower is still on the call, and the loan file stays in step without retyping.
07 / THE QUESTION
How long does your best answer take to reach a customer?