Managing potential customers and referral sources is the key to successful  mortgage origination.  Without customers there can be no loans and without  referral sources there can be no customers.  In the mortgage sales business  everyday must be spent mining information and contacts for that next potential  customer.  Through a combination of different types of activities done on a  systematic basis each and every week, customer referrals will continue to roll  in.

The system permits the use of different systems for keeping loan officers in  front of potential customers.

The results of efforts to generate new prospects is measured and reported every  Monday and loan reports are Automatically emailed to all mangers and  originators.  COWeeklyStatus

The Management reports compile statistics on the weekly activity averages