Increase lead conversion and commit borrowers on the first call through real-time management and information access.

Success starts with converting more leads - and doing it faster. Tavant's Mortgage Sales Platform makes it happen, propelling your sales effectiveness to a higher level. Follow up leads more quickly. Give sales people immediate access to settlement information. And offer borrowers the best loan advice.

Commit to any borrower with just a single phone call or meeting. Real-time control, information access and tools empower your sales representatives to minimize conversion time. Whether you retail or wholesale, Tavant's Mortgage Sales Solutions enables all the capabilities your managers and representatives need. Solution components for rapid loan system enhancements include:

• Tavant Lead & Sales Manager classifies millions of leads, prioritizes them, and intelligently assigns them to your distributed sales force. Real-time lead loading and lead distribution based on custom-defined criteria ensure that each lead is processed instantly by the sales person best positioned to converting it. Advanced management increases sales force effectiveness through campaigning, the ability to set follow-ups, detailed call history information, and customizable call scripts and email notifications. Sales management ensures optimum productivity via real-time visibility, including re-routing leads, and tracking contact and conversion effort as well as rates.
• Tavant Borrower Portal provides the technology platform that rapidly creates a lightweight, powerful Web-based application. It enables potential borrowers to quickly complete all details regarding their purchase or refi nance loans for pre-qualifi cation. Establish preliminary loan conditions and parameters, then make data available to processors and underwriters for further processing.
• Tavant Broker Portal enables a Web-based application allowing brokers to enter or upload a borrower's loan application information. Coupled with the Pricing and Proposal Engine, Tavant Broker Portal enables brokers to select loan products, create proposal scenarios and submit loan applications to the LOS application. Additionally, brokers can track loan processing status, and view and download loan and borrower documents.
• Tavant Credit Advisor enables powerful advisory capabilities by placing credit report requests electronically - single or tri-merge - for individual or co-borrower scenarios. Credit reports return within seconds so that information can be presented in the format you prefer. Sales representatives get a rapid overview of the borrower's credit situation for a more informed, effective discussion. They also can request trade line updates and supplements in real time. In the world of re-finance, that detailed information empowers sales professionals to lay the foundation for an effective proposal discussion, marking debts for payoff and instant cash-out calculations.
• Tavant Pricing Engine encapsulates all business logic related to pricing, underwriting and compliance in one tool. It is specifi cally designed for the complexity of mortgage transactions during which hundreds of attributes, thousands of constraints and a dynamic business environment in which rules can change many times a week are common. Pricing request are returned in less than fi ve seconds at a load of hundreds of thousand computations per day. Your business users can confi gure the rules for maximum business agility.
• Tavant Proposal Manager streamlines proposal generation in an environment with an ever increasing number of loan products. The Proposal Manager platform combines pre-qualifi cation information - including income, expenses, delinquencies, debts and cash-back requirements - with pricing data. You provide borrowers with loan options based on their credit profi le and aligned with their loan goals. In 5-10 seconds, your sales representative presents a loan proposal that exactly meets your borrower's needs, including optimization of debt payoffs.

Reduce time to implementation, meet your budget requirements and generate immediate return on investment.