3XMS is a comprehensive mortgage lead management and mortgage marketing tracking software application that integrates with your loan origination software to provide advanced reports and functionality for your business.

 
3XMS was developed through collaboration with the mortgage industry to bridge a gap in the typical mortgage workflow.  Our system handles the front end of the sales process that previously was managed by Loan Officers jotting notes on paper lead sheets.  As the system developed it grew from a lead management tool to a full reporting, distribution and workflow system to help mortgage business owners run their companies more efficiently and effectively. 

Our customers spend thousands of dollars a month on marketing campaigns that, until now, have been very difficult to accurately track.  Now, determining which campaign yields the highest sales volume is a matter of clicking a button.  Our system also stores all of the valuable data that clients purchased over time.  Gone are the days of Loan Officers walking out with expensive leads!

Our ability to integrate 3XMS with your Loan Origination Software means no duplicating work.  That translates into more time for your Loan Officers to be selling.  Our system was designed to enhance your LOS, not replace it.  Your Loan Officers will not have to spend valuable time adjusting to a new LOS package. 

3XMS can turn old files into new loans by allowing you to mine old borrowers out of your LOS and distribute them to your Loan Officers as new leads.  It’s easier and less expensive to close an old customer than to develop a new one.

Reporting is an Owner’s view into his or her business.  3XMS provides a number of default reports that help an Owner quickly see where loans are in the pipeline, where a majority of the leads are coming from and which loan officers are making the most of them.  3XMS can also analyze the sales cycle of each Loan Officer to determine any weaknesses in their work habits.  As a custom software development firm we can also customize the system to include any reports that are vital to your business.

Whether you use Direct Mail and Telemarketing or mass media outlets to generate leads for your Loan Officers you need to see how 3XMS can improve your workflow.  Call us now to see and online demonstration.