Grow your customer relationships with ease.
WebEquity® is invaluable for managing relationships with future and existing customers. You can decide what information you’d like to record and retain for your prospects, as well as your existing credit applicants and borrowers. Then, using the system, you can quickly and easily:
- Reduce data entry and improve accuracy with a centralized customer database
- Maintain a “running record” about each prospect and customer
- Create profiles containing non-financial data and demographics
- Record and maintain notes about all contacts and interactions
- Rely on automatic reminders of call-back dates and other details
- Identify opportunities for cross-selling products and services
Benefit from one system that keeps everyone informed.
This automated, centralized view greatly simplifies the process when more than one person is working with a customer or prospect. And WebEquity not only makes your organization more efficient; it keeps everyone informed and your data secure. Even your customers will benefit from the information you’ll be able to share with them.
Consistently gather the right information.
Lenders need to gather specific information about their prospects and customers. WebEquity makes this process simple. You can set up general information input screens to follow your organization’s rules. Staff members can easily add notes and updates as individual interactions occur.
Automate your tickler system.
Renewal dates. Call-back prompts. Information requests. WebEquity’s built-in tickler and workflow capabilities make it easy to track these details and more. You’ll have a paperless process that makes internal collaboration quick and easy.
Simplify the credit application process.
With WebEquity, the credit application process begins as soon as your prospecting does. When a credit request is made, you can simply access the prospect’s existing record and add to what’s already there. In fact, many lenders input application data directly into WebEquity, print the document, and obtain the applicant’s signature—all in a single interaction.
Gain more value from information on hand.
Because WebEquity is based on a centralized database, you can easily query and report on all kinds of information to enhance your profits. In addition to cross-selling your own products and services, you can target your marketing for a wealth of new opportunities.
Consider this scenario: you learn that the credit manager is leaving a competitor down the street. You can search all your existing borrowers who have loans at that institution and contact them for additional business. That’s just one example of the doors WebEquity can help open.
Take a tour of WebEquity capabilities.
