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Vertical Solutions

HomeSuite®

HomeSuite is designed for wholesale mortgage sales organizations.

HomeSuite automates and integrates all the resources utilized in the sales process to improve sales force effectiveness. Based on XFI's intelligent decision technology, HomeSuite provides tools, reports, sales-actionable information, and documents that help sales representatives acquire new brokers, manage accounts, and methodically pull-through more business in a shorter period of time.

For Sales Representatives
  • Dashboards and pipeline reports with alerts (Blackberry integration).
  • Single source for collateral, product introductions, and training materials.
  • Broker marketing communication center to effectively stay in touch with every loan officer (LO).
For Marketing Management
  • Creates the ability to drive programs to account executives and brokers (LO level).
  • The means to control messaging and corporate image.
  • Enables immediate feedback for all initiatives and marketing programs.
  • Measures progress as programs unfold.
For Sales Management
  • Territory management with survey capability for accurate forecasting.
  • Dashboards and aggregate pipeline views with alerts and custom controls.
  • Aerial views enable coordination of all channel activities.
For Corporate Executives
  • Comprehensive views of territories and regions.
  • Monitor the rollout of new products and immediately gauge the success.
  • Means to evaluate programs and initiatives.
  • Enables management to drive change and monitor results.

CarSuite®

CarSuite is a decision-making tool for online selling of vehicles.

CarSuite, creates a consistent unifying environment for purchasing vehicles by organizing, analyzing, and personalizing consumer choices, from individual needs to automotive configuration. CarSuite is easily customized to an almost limitless number of business models, including fixed pricing, auctions, one-to-one negotiation, or any combination.

In its sales role, CarSuite accelerates the purchase process, provides lead qualification indicators, and allows dealers to effectively complement their showroom business model. Instead of confronting consumers with forms and filters, CarSuite emulates the strategy of a top sales associate: engage, listen, inform, and guide. CarSuite changes the focus of a transaction from a bargain hunt to a superior purchase decision.

Because CarSuite is designed to help consumers with purchasing decisions, it engages them at a deeper level than conventional automated sale systems. During each interaction, the system creates structured information for the shopper, which is dynamically utilized to refresh and optimize subsequent interactions. This process also generates important marketing information that CarSuite captures and distills.

How do you personalize the shopping experience?
CarSuite is designed to let consumers shop like humans do and not like computers. Our goal is to complement rather than replace the mind of the consumer. This philosophy together with user-determined shopping paths, user-selected shopping advisors, and customized information creates shopping experiences that are unique to each consumer. These experiences are captured in a secure portable profile that the shopper can invoke upon return visits. Thus, a merchant's website both remembers each shopper and instantly adapts to his or her presence.
How do the shopping advisor work?
Think of shopping advisors as pre-programmed experts who have specific likes and dislikes. Advisors can be a celebrity expert, a professional expert, or a dempgraphic stereotype. Consumers pick one or more advisors to accompany them. Shopping advisors 'speak' by reacting to choices made by the shopper.
For Dealers
CarSuite allows dealers to define and optimize the complete car purchasing process, both online and on the showroom floor. CarSuite, creates a consistent unifying environment for purchasing by organizing, analyzing and personalizing consumer choices, from individual needs to automotive configuration. CarSuite is easily customized to an almost limitless number of business models, including fixed pricing, auctions, one-to-one negotiation, or any combination.