XSites Desktop brings all your vital tools to your desktop, so you'll never waste time chasing information again. You won't have to navigate to your site or remember your password to log in to your XSite, and your loan apps are automatically imported to Calyx Point, so there's no retyping. Anytime you or your processor updates the Calyx file, an automatic e-mail is fired off to your borrower (or agent, title company, co-workers, and more). You won't waste time with status phone calls, and you're delivering excellent, proactive customer service.
Once you download the XSites Desktop, you'll have access to Collaborator, allowing you to know the instant someone visits your site - turning anonymous visitors into hot leads. You'll know where they're located (i.e. New York City or Tampa, FL) and which page they're on so you can initiate a conversation with them and answer any questions they have, introduce yourself, and help them fill out the loan app. While chatting, you can direct them to specific pages on your site and collect contact info using a lead generation form. All contact information you gather in Collaborator flows directly into your XSites contacts - no retyping! You can also collaborate with other pros on the XSites Network, including other LOs in your office that are on your contact list and exchange files without e-mail attachment hassles using shared folders in a completely secure, encrypted format.
With the Energizer functionality of XSites Desktop, you'll have a customized roadmap to success for the overall utilization of all your XSite features for efficiency, better customer service, and a more effective web presence. We'll show you which things (customizing content, adding lead gen forms, sending status notification, etc.) you can use to generate more traffic, convert more leads, and get your borrowers and business partners to refer more business.
If you don't already have XSites Desktop click here to download it free.
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