Customer Feedback
Allen Cravello, President - American Capital Corporation
“Our loan officers are tech-savvy Point users. After two months of using Pulse™ , our loan officers are finding it brings much greater efficiency to their workflows. Pulse™ shows who is responsible for which task, so that everyone knows what is going on with a particular loan at all times. It allows loan officers to delegate tasks, as well.
“Most LOS providers do not build out their systems as far as Pulse™ , and until now there hasn’t been an internet-based product that does it. Pulse™ took two programs that we were familiar with and put them on the Internet in the cloud. Rather than our people coming through our firewall to get to them, they can access directly with only an Internet connection.
“As a customer contact tool, we can set up rules on Pulse™ to create automated client emails, as well as track the history of communication with every client. We can also set up customized marketing and drip marketing campaigns that are very specific to certain prospects.
“We also enjoy FocusIT’s attention to customer service. Many other solutions on the market tend to get stagnant, because the vendor does not listen to customers and use them to improve the product. When it comes to Pulse™ , on the other hand, the folks at FocusIT are always very open and responsive, and a pleasure to work with.
“Besides providing better productivity and marketing tools, we look at Pulse™ as a valuable recruiting tool as well. It shows even the fairly tech-savvy loan officer that we are forward thinking and have tools that can help them with their business.”
Tim Ray, Principal - Premier Choice Mortgage
“We’re very system oriented – we probably have 100 different steps in our mortgage process. For us, it’s very important that we have consistency, so we can really wow our customers with service.
“Pulse™ has milestones, and you can track every step along the way. Pulse™ is a web-based system, and because we are going to have a virtual office, I want to be able to access that information whenever and wherever I want. Pulse™ lets us to do that. And because it’s a web-based system, it’s less likely to break down.
“I like how Pulse™ is not just a production tool and not just a sales tool. Its both in one system, which will make it easier for our people to focus on both aspects of our business.
“There are other competing products out there, but I don’t think there’s anything out there that’s as customizable as Pulse™ . That is huge for us. Any system we use needs to be able to be tailored for our own business, while giving us the ability to track every minute detail. We went with Pulse™ because delivers on both counts.”
“Once we get all our steps into the Pulse™ system, we plan to use Pulse™ constantly.”
Virgil Kyle, Partner - JMJ Financial Group
“We are a mortgage bank with 12 loan officers and 35 employees altogether. Since we moved to our new loan origination system, Calyx Point, we have been trying to find the right plug-ins to do different things for us, including marketing and contact management. But our current software just wasn’t doing it for us. And because we couldn’t host those tools on the same server as our LOS and LOS data, it was clumsy, and ocassionally it didn’t work.
“FocusIT, which developed Pulse™ , really ‘gets it.’ Now that we are fully hosted with Pulse™ , those problems are going away. All our data and all our tools run on the same server, and everything is so much smoother.
“We’ve already done two transactions front to back using Pulse™ , and the results are exciting. Everybody loves knowing where their loans are. And yet, there’s much more power behind Pulse™ than we realized.
“For example, because our lead generation and marketing tools are now integrated with our transaction data, we can auto-generate marketing campaigns based on preset rules. For the loan officer, its seamless. That’s what really drives the deal for me, and what makes Pulse™ stand out from other solutions.
“This is actually our third hosting solution. You might say that we’ve learned from the pitfalls of our previous two solutions. In a way, we were compromising what we truly wanted: a web-based system that provided a two-way integration with our LOS along with flexibility to do what we wanted with it.
“With Pulse™ , it’s like we’re not making any compromises. Everything we want is in the game plan. We’ve got what we want.”
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