Results 1 to 12 of 12
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12-10-2015, 02:57 PM #1
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- Apr 2015
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Submission Tracking
Any tips on how to track submissions?
I'm submitting approx.. 10-15 files a day to various lenders and lead sheets are getting rather tedious to keep track of.
Any suggestions?
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12-10-2015, 03:03 PM #2
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12-10-2015, 03:14 PM #3
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- Oct 2013
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- New York, NY
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You can send them all to any of the "direct lenders" on here I m sure they'll keep track for you.
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12-10-2015, 03:17 PM #4
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- Apr 2015
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Never does a day go by that a wise guy has something to say.
I have a CRM. But there isn't an option to track which deal has been sent to which lender and which lenders have declined and which have offers. Etc...
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12-10-2015, 03:22 PM #5
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- Oct 2013
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- New York, NY
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- 1,203
Okay okay....in truth, most of the companies Ive worked with or for have had a deal tracking system built from a basic CRM platform (ie Panther, Tiger, NetSuite)
In all honesty it may be in your best interest to contact a programmer with some freetime that knows about google based and Microsoft based CRMs and see what they can conjour up.
Also, make sure they know enough about QuickBooks and Excel to be able to tie everything together in a nice lil package.
I know a few gys who do this type of work.
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12-10-2015, 03:24 PM #6
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12-10-2015, 03:30 PM #7
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- Apr 2015
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12-12-2015, 11:54 AM #8
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- Dec 2015
- Location
- Costa Mesa
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- 234
Check our Centrex Software. We have pretty awesome CRM and advance tracking tech. You can track multiple advances per merchant, monitor lender portfolio and how they are performing, pull credit, decision logics, and much more.
http://www.centrexsoftware.com/business-loan-crm/
Let me know if you would like to learn more.
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12-14-2015, 12:08 PM #9
- Join Date
- Sep 2015
- Location
- Los Angeles, Ca
- Posts
- 13
We created an app within the Salesforce.com platform, which is specifically designed with ISOs and Lenders in mind. You can certainly track submissions and much more...
The App is intended to aid your team with a real-time 360 degree view of where any deal is at any time through workflow automation and a number of easy to use tools. Management can choose to track certain leads and chat to the their team within the App. Furthermore you can track and create renewals, commissions, receivables, syndications, get approvals in minutes through Lender API integration and create call lists that calls all your leads, one after the other at just the touch of a button. See for yourself at www.fundingo.com.
PM me if you'd like to learn more.Dennis Mikhailov
CloudMyBiz, Inc.
P 818.732.4316 | M 818.419.7339 | dennis@cloudmybiz.com
www.CloudMyBiz.com
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12-14-2015, 02:30 PM #10
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- Apr 2015
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12-16-2015, 11:05 AM #11
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- Aug 2014
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- 187
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12-16-2015, 12:37 PM #12
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- Apr 2015
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