{"id":66520,"date":"2022-07-19T13:48:29","date_gmt":"2022-07-19T20:48:29","guid":{"rendered":"https:\/\/www.act.com\/the-benefits-of-crm-your-los-talking-to-each-other\/"},"modified":"2023-03-21T10:49:26","modified_gmt":"2023-03-21T17:49:26","slug":"the-benefits-of-crm-your-los-talking-to-each-other","status":"publish","type":"post","link":"https:\/\/products.act.com\/en-gb\/the-benefits-of-crm-your-los-talking-to-each-other\/","title":{"rendered":"The benefits of CRM & your LOS \u2018talking\u2019 to each other"},"content":{"rendered":"

\"\"<\/p>\n

Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment your bank can make.<\/p>\n

Need more time to sell?<\/strong><\/h2>\n

Forrester Research (along with other research) reports that salespeople spend less than 35% of their time selling.\u00a0 Each member of your sales team was hired for their skill, expertise, and natural talent for sales. You want them to be using those gifts as much as possible, and to bring in as much sales revenue as possible for your business. What you don\u2019t want them to be doing is wasting their time building spreadsheets and entering and reentering data into a variety of systems.<\/p>\n

Would you like your team to have more time to sell?\u00a0 Are you tired of things that waste your team\u2019s time like dual data entry, toggling between your CRM and your LOS to manually collect data for a pipeline report, or entering data into your CRM?\u00a0 Are you tired of not knowing a loan\u2019s current status,\u00a0 a payoff, renewal, or semi-annual loan review?<\/p>\n

An integration between your LOS and Act!<\/strong><\/h2>\n

An integration between your LOS and Act! means that when loan data is updated in either platform, it syncs automatically to the other.\u00a0 For example, when a borrower\u2019s information is updated in your LOS, those data are pushed automatically to Act!. Another example is when the loan status changes in the LOS, it is immediately updated in Act! (along with a text notification). This means your team doesn\u2019t have to waste time transferring data and documents between software platforms.\u00a0 This frees them up to work on high-value tasks that earn you money!<\/p>\n

Additionally, integrations minimise the human error that is just part of data entry.<\/p>\n

How To Get Your LOS and Act! to \u2018Talk\u2019 To Each Other?<\/strong><\/h2>\n

A software integration is a connection between two systems \u2013 like your LOS and Act! or Act! and core processor.\u00a0 Basically, it is a way to make your systems \u2018talk\u2019 to each other. An integration between your LOS and Act! means that when loan data is updated in either platform, it syncs automatically to the other system.\u00a0 But when Act! and LOS \u2018talk\u2019 to each other there are many more benefits like:<\/p>\n

    \n
  1. Reduce Act! data entry<\/li>\n
  2. Eliminate double (redundant) data entry minimising human errors<\/li>\n
  3. Automate loan stage & status updates<\/li>\n
  4. Updates related to annual loan reviews, renewals, and payoffs<\/li>\n
  5. Automated & real-time reports, dashboards & analytics<\/li>\n<\/ol>\n

    Integrating your LOS & Act! is one of your most effective sales investments.<\/strong><\/h2>\n

    All these benefits are worth your time and investment.\u00a0 In just a matter of a few weeks, your LOS and CRM can be \u2018talking\u2019 to each other. To learn more about this integration and pricing here<\/u><\/strong><\/a>.<\/p>\n

    About the author<\/h2>\n

    \"\" Ron Buck is the Chairman & CEO of Performance Insights \u2013 an industry-leading software company serving the financial services industry.\u00a0 Ron is a recognised industry leader and has taken two companies public prior to Performance Insights.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment your bank can make. Need more time to sell? Forrester Research (along with other research) reports that salespeople spend less than 35% of their time selling.\u00a0 Each member of your sales team was hired for their skill, expertise, and […]<\/p>\n","protected":false},"author":4,"featured_media":65144,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[183],"tags":[],"acf":[],"yoast_head":"\nThe benefits of CRM & your LOS \u2018talking\u2019 to each other<\/title>\n<meta name=\"description\" content=\"Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment financial advisors can make.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The benefits of CRM & your LOS \u2018talking\u2019 to each other\" \/>\n<meta property=\"og:description\" content=\"Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment financial advisors can make.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/products.act.com\/en-gb\/the-benefits-of-crm-your-los-talking-to-each-other\/\" \/>\n<meta property=\"og:site_name\" content=\"Act!\" \/>\n<meta property=\"article:published_time\" content=\"2022-07-19T20:48:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-03-21T17:49:26+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/products.act.com\/wp-content\/uploads\/Los-integration.png\" \/>\n\t<meta property=\"og:image:width\" content=\"561\" \/>\n\t<meta property=\"og:image:height\" content=\"379\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Act! 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