Pipeline
Other Solutions
Pipeline with Precision
streamline your sales pipeline with LWT Enterprise
Key Features
Workflow Automation
Define customised workflows particular to each application type; apply alerts and set email and SMS notifications; track and measure processes with clear escalation; automate key tasks such as document generation and transmission; manage a paperless office.
Channel Management
Configure hierarchies of introductory sources; assign multiple sources dynamically; maintain accreditation details.
Needs Analysis
Conduct client interviews and needs analysis; provide product recommendations tied to client response; generate advice statements.
Product Management
Capture hundreds of product attributes across multiple providers; link product search to customer requirements.
Lead Allocation and Call Centre Dispatch
Assign leads based on postcode profiles
Document Management
Create and maintain a library of core sales document templates; generate documents with full data merge; distribute documents electronically; store supporting documentation.
Customer & Third Party Portal
Customers and third party channels can submit and track enquiries; integrate seamlessly with existing websites; receive leads from mobile phones
Commission Administration
Settlements flow to our commission processing solution.
Enterprise Integration
Integrate with financial, business intelligence (BI), data warehouse (DW), CRM and lending systems. Communicate data electronically with suppliers and customers. LWT Enterprise is “LIXI-enabled”.
One-one-one webinar
Register Now
For a full demonstration of LoanWorks’ capabilities, register now for a no-obligation, one-on-one web seminar
Customer Quote
“Our lending know-how is supported by a state-of-the-art loan management and administration system to ensure that each application is processed smoothly and without a hitch.”
Troy McLachlan
General Manager
Future Financial
