XFI: Industry Solutions: Wholesale Mortgage

Industry Solutions

SalesHawk^® for Wholesale Mortgage

A Custom-Built Solution for the Mortgage Channel

SalesHawk^® for Wholesale Mortgage is an adaptable sales performance system built to leverage today’s rapidly changing regulatory environment while addressing the channel’s critical challenges. SalesHawk replaces IT-managed systems, schedules, and decision making with a fast-to-react business solution that is accountable and responsive to sales evolving needs. The result is business agility as well as maximum utilization of the sales team regardless of market conditions.

XFI Corporation’s SalesHawk for Wholesale Mortgage provides the industry with advanced technology and unsurpassed customer service. XFI is the only front-office Business Process Outsourcing (BPO) provider to trust with all your sales process and performance needs.

Accuracy

Pipeline Management

Fast, accurate, and mobile.
Put more time into your AE’s day by eliminating the need to manually cull together fragmented information, removing the guesswork that goes into divining potential close dates. SalesHawk provides a visual rendering of the pipeline, combined with knowledge of regulations, timelines and contact information, enabling the sales team to be responsive and highly accurate — even when AEs are in the field. SalesHawk’s Pipeline Management has the ability to piece together data and information and transform it into a comprehensive picture that accurately informs. Now when interest rates move, your team will be on top of their game, up-to-date, effective and mobile.

Knowledge

Account Potential Management

Know every loan officer’s potential.
Are your getting maximum wallet share from every LO? Can you say with confidence what the potential total value is of the territories managed by your AEs? Do you know with certainty which accounts are being called on and which accounts are underserved? Understanding the full potential value of each AE’s territory is the key to planning and effectively directing the sales force. SalesHawk enables you to become aware of each LO, understand their business and come to know their potential. With SalesHawk you can systematically garner wallet share with complete visibility and accountability.

Agility

Initiative Management

Adroit, responsive, and methodical.
Opportunities arise and often disappear quickly. Your team needs to get out there fast, ahead of the competition with the right programs, the right customized (compliant) materials, and the right systematic selling approach. Coordination is the key to effectiveness. To plan, track, and execute with efficiency, you need a smart coherent approach that puts your entire team on the same sheet while delivering visibility to stakeholders. Maximize sale effectiveness on every opportunity with SalesHawk’s Initiative Management.