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LeadROI™ 's rich feature set empowers sales forces, boosts company sales performance, and allows companies to improve their lead campaign ROI:

• Interactive Dashboards: Quickly view tasks, lead status summaries, market-data based on your security/user level, and conversion / performance metrics
• Automated Lead Distribution: Ensure that leads are automatically delivered to the right sales associate for immediate attention. Control each sales associate's rank, daily lead limits, time-of-day delivery, lead criteria, and lead source
• Pull (Request based) Lead Distribution - Set "Pull" quota enabling each user to request leads sequentially based on set parameters. Pull distribution helps organization make better purchasing decisions based on actual number of leads requested by the production team
• Workflow Management: Fully customize workflow to your business needs by standardizing how sale associates process leads from their first call, through the conversion process
• Notifications and Reminders: Notify sales associates and managers of the status of their leads. Based on where the lead is in their pipeline (not contacted, left message, awaiting credit reports, etc.), the notifications will alert the sales associate to act and move the lead on to the next stage in the sales process. These functions are triggered automatically.
• Campaign Management: Set up automated emails to leads to keep them in market, or potentially up-sell prospects into new products down the road based on profile
• Reporting and Analytics: Reports by sales associate, lead source, workflow (what stage your leads are in), and more; Work with our team to customize reports that match your requirements
• Pipeline Management: Enable sales associate to sort leads in many different ways such as "not yet contacted," "pulling credit report," etc.
• Lead Import: Easily import leads from all marketing sources including inbound calls, direct marketing, and third party lead providers with LeadROI™ 's easy-to-use templates
• Credit Report Integration: Download credit report data directly from LeadROI™ . Integrated with leading credit reporting agencies
• Loan Origination System Export: Seamlessly export short or long applications into Calyx, Encompass, PCLender, or your preferred LOS
• External Sources: Access information such as property values from Zillow.com, Reverse Phone Lookup from Switchboard.com, or Maps / Directions from Google Maps
• Integrated Auto Dialer: Increase call volume / throughput time with JetDialŪ, a web-based integrated auto / power dialer that requires no equipment on site
• Hierarchal Security: Provide managers with visibility into progress and performance of their team. Limit sales associate visibility to leads assigned to them. Access restrictions meeting OTS compliance requirements. Includes SAS70 Type II security compliance, with nightly back-up of customer data
• Software-as-a-service (SaaS): Access LeadROI™ securely from any internet browser; 24/7 uptime with no installation or maintenance
• Private Label/Co-branding: Customize LeadROI™ so the application and outbound communications to borrowers reflect your company brand

The MediaWhiz LeadROI™ team of industry experts, solutions architects, and software developers provides services for implementation, customization, training, and consulting services.

Software-as-a-service

• Our ASP licensing is an ideal solution for companies that do not maintain a hardware infrastructure. We maintain the hardware, provide maximum uptime, and ensure that your data is secure

Licensing

• MediaWhiz's technical sales professionals understand lead management across multiple verticals, and can help you determine the most cost effective licensing plan based on your operational objectives

Security & Backup

• MediaWhiz maintains its servers in a state of the art Network Operations Center to ensure maximum uptime and 24/7 staff to ensure timely backup of data. All data is encrypted via industry standard 128-bit SSL connection

Implementation
We provide implementation services to make your lead management initiatives more successful including:

• Assessment of current company sales, services, and marketing operations
• Set up your account to mirror your operations
• Schedule an optimal deployment strategy that will maximize adoption and effectiveness
• Migration from your existing lead management, CRM or other legacy sales tracking solution
• On-site deployment for special business and security requirements

Customization
LeadROI™ is built on an architecture that allows it to be flexible and extendable. LeadROI™ has processes that can be replicated in your lead management or CRM application:

• Integration with industry services, such as credit reporting, data providers
• Integration with your loan origination, pricing, and accounting systems
• Integration with your telecom systems, predictive and auto-dialers
• Customized forms and workflow specific to your operations
• Custom application development on the LeadROI™ framework

Training

• MediaWhiz provides on-site training for managers and sales teams. Additional training services are available to help your sales associates, loan officers, processors, and/or managers get further acclimated to LeadROI™
• Continous training schedules for new or larger teams

Consulting

• LeadROI™ is provided as a service and is easy to setup, implement and adopt into your company's operations
• Goal setting and tracking before and after implementation of LeadROI™
• Assessment of company operations from LeadROI™ data and reporting
• Consulting on industry processes, lead source optimization, and lead / production analytics

LeadROI™ is integrated with many industry service providers including the major lead providers, credit reporting, email marketing, pricing, and more. This includes over 60 major lead and service providers (credit reporting, email marketing, pricing, etc.). Our proprietary lead integration specifications enable your service providers to send leads to your account with minimal effort.

Contact us to see if your lead providers are ready out-of-the-box.

See our partners below:

Lead Providers

Adchemy Aderactive AjaxTelecom Aleon America's LeadSource AtLeads Azoogle BetterLenderNetwork BigMortgageLeads.com Bills.com Boberdoo CitySearch CMaeon ConsumerTrack CrimeaOnulne Dart Data DataTel Double Positive eLeadSpot eVisibiulty EZRateQuotes FastFind GetLeadsFast GetSmart GoApply GuideToLenders Hathaway Real Estate HotPepperMarketing HouseValues Huulng INC iDirectMarketing IntenseROI iMortgageCentral IPSLeads JuicyLeads KeyLeadsOnulne KillerLead Lead Planet LeadingPlex LeadPoint LeadPointer LeadPointer HLT LendingGateway LendingTree

LoanApp Loan Bright Loan Web LogicalAds LogiCall Low Lender LowQuotes Low.com LowerMyBills.com LowerMyPayment MartinWorldide Member Source Media MLeads MRevolution MTG Solutions NeighborhoodLoan NexTag NolanMicro Norvax NRLeads OrangeSites Pilgrim Consulting Services Practical Productivity Prospect Zone QuaultyLoanNetwork.com QuickApply QuinStreet.com RateAdvisor ReallyGreatRate RealLeads RedSail Media RingIndia SiteTools Source One Results SpendOnulfe SuperiorROI Target Pubulshers TheProblemSolver TodaysValue Tri State marketing True Data ZipSearch ZoomCredit

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Loan Origination Software

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Credit Reporting, Pricing and Decisioning

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Sales and Marketing Automation

What are Lead Life-cycle Management, CRM, and Sales-force Automation?

• Lead Life-Cycle Management is the end to end management of sales opportunity data (i.e. Leads) from the moment the lead is generated to the final resting place of that lead through the entire sales process. CRM, in its broadest sense, means managing all interactions and business with customers. This includes, but is not limited to, improving customer service.
• A good CRM program will allow a business to acquire customers, service the customer, increase the value of the customer to the company, retain good customers, and determine which customers can be retained or given a higher level of service. Sales force management systems are information systems used in marketing and management that automate some sales and sales force management functions. They are frequently combined with a marketing information system, in which case they are often called customer relationship management systems.
• LeadROI™ provides oversight of your sales pipelines and delivers instant insight into key performance metrics. As a result, sales teams can generate revenue, increase demand, eliminate costly workflow bottlenecks, and effectively collaborate to transform Leads into customers. Flexible customization allows companies to easily configure the application to match their own unique sales methodology or sales process. Because every lead is recorded, automatically routed to the right division and sales person, and tracked through the pipeline in real time, no opportunities are missed.

How does LeadROI™ automate the import of leads?
LeadPoint, LoanWeb, SpendonLIfe, and many more.

1. LeadROI™ is partnered with over 20 different Mortgage lead providers including LowerMyBills.com, Low.com, LendingTree, FastFind, NexTag, Adteractive, GoApply, LeadPoint, LoanWeb, SpendonLIfe, and many more.
2. You can import leads using the LeadROI™ Admin Import feature that allows you to upload a CSV file, map the fields, save the template and import the files directly into the pipeline of your choice.
3. Users may manually enter data into the system using the 'New Leads' selection in the Lead drop down. All 3 of these methods allow you to track the time of import, source of import, and purpose of import. This helps you and your company, in conjuctions with our reports, understand the flow and conversion of leads in your company account.

How do I get a LeadROI™ account?
LeadROI™ is a web-based service delivered over the Internet, there is no hardware or software to buy, install, or maintain. You can log in to LeadROI™ by going to www.leadroi.com using Microsoft Internet Explorer (version 5.5 or higher) and entering your username and password. You can obtain an account by contacting our sales team at sales@LeadROI™ .com.

Please provide some information about your company including the number of Users, what you are trying to accomplish, and how you are generating or acquiring leads. One of our sales representatives will contact you with the information you need to get started.

Does LeadROI™ offer training?
Yes. As a part of your set up, LeadROI includes a comprehensive training for each User type that will be accessing your company account. Training may abe offered in one of the following ways:

1. Web-based training - This is an automated training module enabling Users to access information at their convenience.
2. Real-time remote training - this is the most common type of training. It is provided by one of our training professionals and it is conducted via conference call and a online real-time training software.
3. On-site training - This is provided at an additional cost depending on your location, and time of year.
4. Training manuals - We provide Admin and general User help documentation that can guide a user through the major components of the application.

Does LeadROI™ provide support after training?
Yes. LeadROI™ provides Phone, Online, and Email support. Phone support is limited to your licensing plan and is generally utilized by the system administrator. Online support is an unlimited support package that is similar to an instant messaging client built into the LeadROI™ system. Users can simply click on the 'Live Support' link during normal business hours and have a real-time chat with one of our support agents. Email support is available 24/7. We generally respond to emails during normal business hours.

How quickly can my company be up and running?
Depending on the size of your company and the training timeline, we can usually have most companies up and running within a few days. Our goal is to make sure that companies who purchase our solution have a path to adopting the software which sometimes prolongs the deployment process. However, accounts can be created and access to them can be provided within a day in most cases.

How is access to my data managed by LeadROI™ ?
LeadROI™ has access rights that are based on general hierarchical controls and permissions that can be given to Users based on their role in the company.

Access to the administration section of the application is controlled by the System Administrator.

What should I know about LeadROI™ 's security?
Statement on Auditing Standards (SAS) No. 70, Service Organizations, is an internationally recognized auditing standard developed by the American Institute of Certified Public Accountants (AICPA). A SAS 70 audit or examination is widely recognized, because it represents that a service organization has been through an in-depth audit of their control activities, which generally include controls over information technology and related processes. In today's global economy, service organizations or service providers must demonstrate that they have adequate controls and safeguards when they host or process data belonging to their customers.

LeadROI™ , through it's affiliation with Intelenet has successfully achieved a SAS-70 Type II certification with an unqualified opinion in each of its data center location. This certification represents that LeadROI™ 's colocation service provider has had its control objectives and control activities examined by an independent accounting and auditing firm and has demonstrated there are adequate controls and safeguards in place over information technology and related processes used to host and process data belonging to customers. This Type II certification not only includes Data Return's description of controls, but also includes detailed testing of the organization's controls over a specified period of time.

LeadROI™ 's colocation facility center Intelenet SAS 70 Type II certification shows that we have had our control objectives and activities verified by outside experts and that we meet these high standards.

Thank you for your interest in LeadROI. Please provide us some information about you and your company and we will call you to schedule a demonstration.