Lead to Worksheet


Our Integrated Lead Management System (ILM) automatically inserts leads received from your website and allows you to manually enter floor-ups, phone-ups, and internet-ups. Our powerful ILM system then allows you to track and work these prospective customers.

The idea is you once a lead is in the system you then convert the lead into a worksheet. This Worksheet technology serves as an area for sales people and managers to work deals. These new electronic worksheets need to replace your old handwritten worksheets.

After you have a now commitment and have completed the financing you then convert the worksheet to a deal.

Back to TOP