Lost Leads for Mortgage - User Experience

1

Go to the Marketplace and select your Industry

Click on Discovery Solutions in the Unified Portal, then select your industry (Mortgage) from the Filters in the Marketplace.

2

Select the Lost Leads Use Case

• Choose Lost Leads from the Marketplace.

• Click “Learn More” on the Solution tile to review the use case.

• On the next page, click the blue “Get Started” button.

3

Select or Configure a New Scenario

Choose a previous scenario to use for your use case or create a new one. Complete all the fields and select “Submit”. Fields with an asterisk are required.

• Scenario Name: enter a name of your choosing.

• Portfolio: select which portfolio, or list of loans, you want to use.

• Minimum Quality Level: choose the minimum level of quality for a loan CLIP quality index. This will help determine the quality of your data. The range is from 1-10, with 10 being an exact match.

• Enter the Lender Name.

• Reference ID: this is a key field in your portfolio that we will use when we export data back to you. 

• Enter the Lead Date: this is the date the lead was first captured.

• Date Lead was lost: The date the Lead was lost.

• Frequency: How often you want to run your scenario. Choose daily, weekly or monthly.

• Start Date: From the menu, select the date you want to begin.

• Click the “Submit” button when you have completed each field.

4

Select Geography

• A map of the U.S. will appear.

• Notice the Geography and Lenders drop-down menus on the Filters column on the left.

• Select a state to view top lenders by county in that state.

5

Select a State and Zoom In

• Once you select a state, more filters will appear.

• You can select a county to narrow your search.

• You can zoom in using your mouse or the blue + or - buttons on the upper right.

6

Filters

• The top 10 Lenders will be visible on the map, using the color code seen here.

• If your organization is not in the top 10 Lenders list, you will be shown below the 10th lender without a color selection and your ranking will be shown (22) before your name.

7

Notification

You may see a green <60 Days Notification or a Progress indicator notice which lets you know things are processing.

8

Results and Insights:

Map View

On the top right of your screen, you can switch between the interactive Map View and the Chart View.

The Map View allows you to zoom in and out and hover to see tooltip stats.

• You’ll see color coding for top lenders in each county with white representing other lenders.

• On hovering, the top lender in that area will be the default, with options to view all lenders.

• If your company is not in the top 10 Lenders list, you will appear below the 10th lender without a color selection; your ranking will be shown along with your name.

On the right, you will discover Insights into:

• Lost Purchase: Lead subsequently sold their property and received a loan within 6 months of the lost lead date.

• Refinance: Lead subsequently got a refinance loan on their existing property within 6 months of the lost lead date.

• Home Equity: Lead subsequently received a home equity loan within 6 months of the lost lead date.

• No Activity: Lead did not take a loan out within 6 months of the lost lead date.

9

County View

• The County View shows the top 10 lenders in the county.

• Click on any county to see average transaction types and interest rates via the tooltip menu. You can compare these with the statewide insights on the right panel.

• Default statistics represent the top lender, but you can select another lender via the dropdown menu for their stats.

10

Chart View, All Lenders

• Switch from Map View to Chart View (on the upper right of the screen) to see a more robust list of lenders who have taken your share of lost leads.

• You can view by “all transaction types” (default) or by Purchase, Refinance or Home Equity loans.

• Default numbers represent All Lenders.

11

Chart View, County View

• Selecting the county in Chart View will provide the top lenders in the county.

• You can be sure you’ve selected the correct county name as it appears as a subhead under the title, “Lost Lead Summary”.

12

Data Export

• You can download your insights via CSV from the export icon on the very top right of the screen.

• The CSV file will include data hidden from view (for example, within a table that scrolls, etc.)   

• Future versions will allow you to download the insights as a pdf file.

13

Review

Return to Your Solutions to review your detailed insights at any time or re-run the solution using a different scenario.