- Compete online with larger lenders
- Deliver a captivating web presence
- Capture leads and applications, provide loan status to borrowers 24/7
- View and manage real-time prospect queue
- Benefit from seamless integration to DataTrac® and WebTrac®
SourceTrac™ is a highly configurable consumer-direct lending portal that empowers you to create a complete online presence for your mortgage business. SourceTrac expands your reach to prospects by including those who are searching for an online loan application. In addition to capturing more leads, SourceTrac frees up your loan officers to build relationships rather than enter data.
SourceTrac is ideal for retail lenders who want to concentrate on originating loans rather than managing a full-time staff of web designers and system administrators to custom-build a portal.
Unlike other consumer-direct portals, SourceTrac dramatically reduces set-up and operating costs. As the only fully integrated portal with Del Mar Database’s DataTrac and WebTrac, SourceTrac offers your business the most streamlined origination workflow available. SourceTrac uses DataTrac for easy security configuration and to provide real-time status to borrowers. SourceTrac can also be used as an extension of your existing loan origination platform.
Use SourceTrac as your entire web presence or blend it with your existing site. With preconfigured design templates, business users can customize SourceTrac to match your company’s brand.
Compete Online
The National Association of Realtors® estimates that more than 70 percent of homebuyers use the Internet in their purchasing process. Without a compelling, interactive web site you are losing loans to your competitors. SourceTrac is the simple and inexpensive solution to capture these lost loans. It empowers you to compete with large lenders and stand apart from broker networks that already make it easy for borrowers to apply online.
SourceTrac helps you build and maintain your borrowers’ loyalty. Automatic email responses keep borrowers engaged throughout the loan process. All borrowers receive a secure login to check their loan status. Many lending portals offer status inquiries to your borrowers, but require employees to manually update each loan’s progress in the borrower-facing system. SourceTrac is seamlessly integrated with DataTrac, so updated information is automatically available to borrowers. SourceTrac is designed to reduce the effort required to attract, obtain, and maintain your leads. Turn shoppers into loyal borrowers by giving them a place to learn about you, research the process and their options, and complete a full mortgage application, all before the lead cools.
Preserve Your Personal Touch
SourceTrac enhances your ability to provide high quality customer service. It allows loan officers to communicate with their borrowers and stay up-to-date. SourceTrac offers an additional level of customer service by providing a secure page where borrowers can log in and check their status or notes 24/7. With 70 percent of homebuyers leveraging the Internet, it is increasingly important to give these prospects an online option. With SourceTrac, you are able to offer more ways to communicate, around the clock, to more prospects than before — you will capture more prospects with SourceTrac.
Flexibility Without Extra Maintenance
- Easy to use editor. Any member of your team can customize the content and change the graphics within SourceTrac. Modifying the appearance of SourceTrac does not require HTML knowledge.
- Design to match your corporate image. SourceTrac comes with five professionally crafted templates that can be easily configured to complement your brand. Or plug SourceTrac features into your existing site.
- Encourage loyalty. Provide borrowers with resources to assist them through the mortgage process. Mortgage calculators help borrowers make decisions such as how much they can afford, whether to refinance, and if they should purchase or rent. Online help explains how to use the tools and clarifies mortgage terminology.
- Three ways to capture leads. A contact request, a short lead form, or a complete application offers options tailored for borrowers ease and preference. You easily configure each form to specify the information necessary to capture the lead.
- Enhance communication channels. Borrowers have 24/7 access to application status via a secure login. DataTrac status values flow to SourceTrac eliminating manual loan updates and ensuring accuracy.
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