WHAT IS pitchSIMPLE?
pitchSIMPLE is one of the nation’s leading mortgage loan presentation systems and the easiest to use and most time efficient loan presentation software ever designed.
It lets you create customized and colorful loan proposals in less than 3 minutes that can be emailed, faxed or presented face to face to your clients. Your pitchSIMPLE proposal – branded with your logo and picture – will instantly separate your offer from a crowd and help you build trust, rapport and commitment.
Most importantly, it’s guaranteed to earn you more deals, repeat business and referrals!
WHY DO YOU NEED pitchSIMPLE?
As a mortgage loan originator, your job is to communicate your loan offer and benefits to a potential customer while convincing them to do business with you.
But more often than not, prospects are shopping and comparing your offer to another. And they demand to see your offer in writing. So, what do you send them to convince them your offer is the best?
Most originators send a Good Faith Estimate and 1003. But you’ll hardly be differentiating your offer with those documents. They’re confusing to read, hard to understand, and focus exclusively on the cost of the loan, not the benefits.
pitchSIMPLE gives you the solution. It lets you create a full loan report chock full of the kind of information your borrowers truly want to see and need to know. Its unique style and powerful features will propel you far above the rest and announce that you are a true professional who means business.
From highlighting your company’s credentials, to providing multiple options and benefits, to focusing on the short term and long term benefits of your deal, your pitchSIMPLE proposal will show your customers the most important aspects of your offer and position you as the expert they can trust their mortgage loan with.
HOW pitchSIMPLE WORKS
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pitchSIMPLE is incredibly easy to use and the fastest loan presentation software on the market today. You can build a full proposal in less than 3 minutes! Simply import your loan data from any LOS system such as Calyx Point or Encompass, choose which of the Proposal Builder Pages you wish to include in your report …and voila it’s complete. Just print for face to face presentations or e-mail or fax directly to your customers for phone sales.
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PROPOSAL BUILDER PAGES: SEEING IS BELIEVING
Each report you generate is completely customized by you. We’ve designed a variety of Proposal Builder Pages to choose from. Highlight your company’s credentials. Review your customer’s goals. Educate them about their credit history. Advise them on investing their monthly savings. It’s your masterpiece – create it anyway you’d like. pitchSIMPLE’s advanced Loan Builder Architecture will populate the Builder Pages you’ve chosen and instantly customize your proposal.
MONITOR YOUR PIPELINE DIRECTLY ON-SITE WITH PITCHTRACKER
If you’re an owner or manager, you’ll love PitchTracker. It lets you track and monitor all your proposals and pitches. It also creates pitch-to-close ratios for each loan officer. So at all times you know exactly how your team is doing – and can hold them accountable for every deal.
NO COMPUTER EXPERTISE, TRAINING, OR MAINTENANCE REQUIRED
pitchSIMPLE is an Internet-based subscription service. The system is completely powered by pitchSIMPLE – so there’s no software to install, no server to maintain, no annual maintenance contracts or IT resources required. We take care of the system – you just sell the loans.
Loan Presentation Software and Mortgage Marketing Tools
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