• Dealer Profiles – Annual Sales, Target Sales, New v. Used %, Depository Bank, Floor Plan Sources, Retail Sources and Decision Makers.
• Dealer Status – Owner, DBA / ID, Key Dates, AE's, U/W's and Reserve Method.
• Transactions – Summary and detailed information on all loans submitted by the dealer.
• Dealer Scorecards – Summary and detailed information by FICO Score on number and dollar value of dealer submitted Applications, Booked Loans and Ratios (approved, booked, defects) with time-phased analytics.
• Dealer History – notes on all contacts with the dealer.
• The Transaction Dashboard – Enables the management and the banking account executive to search and analyze application data based on any number of selection criteria (e.g. timeframe, dealer, application number, product type, borrower, new/used, etc).
• Account Executive and Team Scorecards – Summary and detailed information providing analytics on individual and team production.
• Active Pipeline Reports – Analysis of detailed pipeline information by individual account executive, region, business segment and enterprise.
GuideMark's SalesDRIVE CRM gives commercial bankers the information they need, when they need it, to substantially improve their revenue and net income per employee.
Learn how to create a CRM system that helps your team sell more in our new white paper: DRIVE to Success: CRM that works (PDF).
