Lead Management
EHMP Lead Engine
Generate ranked employer leads by ZIP code, estimate EHMP savings potential, and draft compliant outreach messages for human approval.
New Lead Intake
Enter a new prospect into the system, verify contact info, and run initial qualification checks.
Qualify Hot Prospect
Conduct thorough qualification call with a warm prospect to assess funding needs and timeline.
Reactivate Cold Lead
Reach out to a previously cold lead with new value proposition to reignite interest.
Deal Processing
Submit Loan Application
Prepare and submit a complete loan application package to underwriting with all required documentation.
Document Collection Sprint
Follow up with borrower to collect all outstanding documents needed to complete the application.
Pipeline Status Update
Review all active deals in your pipeline and update statuses, notes, and next actions.
Close & Fund Deal
Execute final closing procedures and coordinate funding for an approved loan.
Training
Product Training Module
Complete the required training module for a specific loan product to expand your product knowledge.
Compliance Refresher
Complete required annual compliance training to maintain active agent status.
MoneyMatcher Mastery
Complete advanced MoneyMatcher platform training to unlock all features and workflows.
Client Service
Schedule Consultation
Schedule a consultation with a prospect and prepare a customized meeting agenda.
Send Custom Proposal
Generate a customized funding proposal based on client needs and deliver with professional presentation.
Client Onboarding
Complete new client onboarding process after funding, ensuring they understand terms and servicing.
Client Check-In Call
Conduct proactive check-in with existing client to assess satisfaction and identify new opportunities.
Achievement
Million Dollar Month
Achieve $1M+ in funded volume within a calendar month to earn elite status.
Referral King/Queen
Generate 10+ qualified referrals from existing clients and partners in a month.