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Benefits and Insights

Why use Sales Engine?

Key differentiators & advantages of Sales Engine

  • LOS (Loan origination software) Integration
    Sales engine can push your data directly into today's leading LOS platforms saving you valuable time.

  • Affordable & Economical
    Monthly SE subscriptions begin for less than $30/month. Group discounts are available for groups and companies

  • Stacks: Advanced searches made easy
    Easily lookup prospects based on several criteria with a few clicks on your mouse

  • Email & Calendar synchronization
    Synchronize SE with your emails & calendar for improved communication with your prospects

  • Automated lead delivery
    Ordering internet leads? Nearly all major lead vendors can eject your leads into your SE account and also notify you by text or email.

  • Text and Email reminder notifications
    Never missed a follow up call or an appointment in SE. You can receive reminders by text or email when you are out of the office or on the road.

  • Easy user management and sharing permissions
    Creating hierarchies and sharing permissions is as simple as drag and drop. Also set user's permissions, lead status and more.

  • LDN: Lead Distribution Network for groups
    Automate lead distribution to your sales team based on specific rules. You set the rules, SE does the rest delivering leads.

  • Track B2B referring partner relationships
    Nurture and track your referring business partners. See which loans came from each B2B contact in SE.
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