AccelLeads - Lending Solution Accelerators

LEAD MANAGEMENT

Powering Intuitive, Smart Lead Management

LEAD MANAGEMENT

GET THE RIGHT LEAD TO THE RIGHT PERSON EVERY TIME FOR LOWER COST PER LOAN AND BETTER CONVERSION RATES

Lenders spend a lot of money securing leads. Making sure those leads are routed to an experienced loan officer is essential to ensuring that investment pays off. Call center routing tech is helpful, but most solutions are not made for the lending industry.

That’s where the Lead Management Accelerator comes in.

Skills-based routing solutions powered by the accelerator gets the right lead to the right loan officer every time to improve conversion rates and lower cost per loan.

Request a demo

POWERED SOLUTIONS ENSURE THE RIGHT LEADS GET TO THE RIGHT LOAN OFFICER

Built by software engineers with a deep understanding of the lending industry, the Lead Management Accelerator fuels custom solutions that optimize lead management to deliver higher close rates and better customer outcomes.

Key features:

Prebuilt & Custom Telephony Integrations

Streamline incoming calls with third-party telephony systems including Genesis, RingCentral, and Five9. We can customize the accelerator-powered solution to most telephony systems.

Real-Time Lead Ingestion

Rank your loan officers based on live, multi-dimensional KPI calculations. Route leads to the most qualified loan officers based on real-time data (close rate, fundings, call time, etc.) and soft skills (including how diligent they are about follow-up).

Smart Routing and Capping Logic

Route live voice leads, warm transfers, IVR, and offline data leads from the same automated lead engine. Control the flow of leads to your LOs based on experience, borrower profiles (intent score, lead cost, and other attributes), and loan type.

Full Service Administration

Store relevant data in one easily accessible place. Manage agents, rules, skills, and KPIs (funding volume, talk time, follow-up attempts, etc.) through a supported admin tool.

Compliance

Always TCPA compliant. Our logic and automation are designed to keep abandon rates below three percent while ensuring loan officers are highly utilized.

Secure Sign-On

Automatic agent registry with secure sign-on through Okta, ADFS and others.

LEAD MANAGEMENT

THE CI&T DIFFERENCE:
ACHIEVE SMARTER LEAD MANAGEMENT, FASTER

CI&T’s solution accelerator approach makes it possible to launch the custom software you need faster than would otherwise be possible.

The Lead Management Accelerator codebase includes 80+ percent of the features of all skills-based routing solutions for the lending industry need. This lets us custom-build the remaining 20 percent so you can quickly go live with your solution and speed up your time to value.