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PushMX Software Releases PushMX Sales

PushMX Software has added PushMX Sales to its product suite. PushMX Sales focuses on all prospecting activities leading up to loan origination as well as post-closing activities, creating 360-degree points of contact with the borrower during the origination process.

PushMX Production, the company's flagship product, is a pipeline management and communication tool that originators can use to organize, automate and simplify their operations. The solution is customized to fit within the specific business model of each company. Not only does it reduce the time that originators spend on each loan, it also allows managers to easily view the status of every loan at any point in the pipeline.

PushMX Sales takes the workflow solution one step further by focusing on the activities that take place before and after a loan has been completed. This allows the entire origination process to be organized and automated. Not only does PushMX Sales solve the problems that originators face tracking and touching all new leads, but it also allows users to create a long-term marketing or drip campaigns to maintain contact with prospects who may need a loan months in the future.

One of the main benefits of PushMX Sales is the ability to manage all of the leads that an originator receives. This important feature of PushMX Sales allows the originator to begin generating business from previous customers who have been dormant for a long time. The user can download lead lists and import files, using the same workflow capability that PushMX Production offers to track the lead all the way up to the point where a loan application is ready to be created. At that point, the lead is automatically transferred into PushMX Production and the user can monitor the application as it moves through the pipeline.

After a loan has closed, the application is moved back to PushMX Sales where a long-term marketing campaign is created based on the applicant's characteristics. For example, a homeowner may receive automatic e-mails prior to the expiration of the interest-only period of their loan. If the customer submits an application for a new loan, they are transferred back to the prospecting function of PushMX Sales, making it a continuous cycle.



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