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LeadMaster Adds Encompass® Integration to its Mortgage Industry CRM Solution

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LeadMaster Adds Encompass® Integration to its Mortgage Industry CRM Solution

February 02
11:16 2015
LeadMaster’s Partner Alliance Program announces Encompass CRM integration for the residential mortgage industry. By offering a complete solution mortgage users can now manage their entire business – from lead qualification to processing approved loans.

LeadMaster, a leader in sales lead management & marketing automation solutions, announces integration with the Ellie Mae® Encompass software for the residential mortgage industry.  LeadMaster provides lenders with an easy-to-use system that improves overall productivity for loan officers, while Ellie Mae’s Encompass® solution allows banks, credit unions and mortgage lenders to originate and fund mortgages; improving compliance, loan quality and efficiency.

The LeadMaster implementation of the Encompass integration provides a two-way data exchange between the two systems.  Clicking a button in LeadMaster automatically creates an Encompass loan file for a contact in LeadMaster.  The system adds a Loan Template, Assigns the Loan Officer and continually synchronizes the data and statuses between Encompass and LeadMaster.  The system is completely configurable with an unlimited number of user-definable fields.

LeadMaster has been widely used in the residential mortgage industry to efficiently manage leads and customer interactions.  Especially attractive is the LeadMaster Smart Queue for prioritizing and automating the calling process for loan officers.  LeadMaster’s marketing automation manages communication with clients during the loan process, freeing up more time for the loan officer to focus on new business.  LeadMaster also automates the nurturing process using sophisticated workflow, sending meaningful messages to the appropriate target audience. 

LeadMaster users in the mortgage industry have always realized much higher closing ratios than their competitors.  Now, new levels of efficiency can be achieved with the LeadMaster / Encompass integration.  After qualifying the loan, the loan officer can create an Encompass loan file with a click of the mouse.  As information comes in for the loan application, updates in either LeadMaster or Encompass are applied to both platforms so the information is always in sync.

“We are excited about the new functionality the LeadMaster Encompass integration provides to our customers in the residential mortgage industry.  Our goal is to help our customers be successful and this integration will help them close loans more efficiently,” said Russell King, LeadMaster CEO.

About LeadMaster

LeadMaster offers a multi-function cloud-computing software solution that combines sales lead management software; lead tracking solutions, sales force automation tools (SFA), customer relationship management features (Sales CRM) and cloud/virtual call center solutions. This powerful web-based application has helped companies large and small from virtually every industry.

The LeadMaster sales lead management CRM product is straightforward and easy to learn yet has robust features like workflow automation, round-robin lead distribution, mobile access / mobile Apps, CRM analytics and Outlook integration.

LeadMaster products and services are available through a global network of value-added resellers, consultants and system integrators.


Media Contact
Company Name: LeadMaster
Contact Person: Andy Brownell
Email: Send Email
Phone: 800-699-4164 x705
Address:885 Woodstock Rd #430-311
City: Roswell
State: GA
Country: United States