Transition to V.I.P

SPEAR (CRM)

VIP’s customized Salesforce CRM platform, SPEAR, gives loan originators a competitive edge by providing an extraordinary level of operational excellence, customer care, and employee collaboration.


Everything is documented, managed, and viewed in one place while integrating with VIP’s loan operating system (Encompass).


• Alignment of tasks created by dashboards
• Enterprise wide CRM solution
• Complete documentation and transparency throughout the loan process
• Mobile capabilities
• Lead tracker
• Detailed reporting
• Database management
• Ability to send handwritten notecards to borrowers and referral partners
• Ability to send texts through the CRM

Loan Officer Websites

VIP provides customizable websites for all loan originators, built within the main VIP website. The loan originator websites include a personalized biography for each loan originator, headshot/photos, a place for borrowers to apply, option to add video, and more.

Some loan originators choose to include information about charitable causes that they are involved with and he reasons why those causes are close to their hearts.

VIP MARKETING

marketing Options for Your success

V.I.P offers the Top of Mind marketing platform to Loan Officers, which provides expanded marketing options; designed to stay in front of both past, present, and future borrowers as well as referral partners. Top of Mind is built directly into the SPEAR CRM platform, delivering a seamless flow of data between the two systems, so that automated marketing can be the norm, instead of the exception. And, do you understand the importance of marketing but would prefer somebody else manage it for you? The Marketing Department provides you with a branch specific marketing representative to do the “heavy-lifting” for you!

 

Want to learn more? Let us know and we would be happy to set up a time to go through a demo off our marketing offerings.

FEATURES

vip MARKETING

$195

/month

CRM

Automated Campaigns

Voicemail Campaigns

Handwritten Notes

Content Library

Events

Graphic Design

Single Property Websites

Co-branded Marketing

On-demand Mass Emails

Dynamic Videos

Texting Campaigns

Social Media

Reporting & Dashboards

Open House Flyers

Dedicated Branch Rep

Opportunity Alerts

Database Support

DRIVEN MARKETING

$$$

/month

Lead Tracker

Database Cleanup

Voicemail Campaigns

Handwritten Notes

Video Email Campaigns

Events

Accountability Coach

Gifting Platform

Custom Video Templates

Custom Solutions

PIXONA

$$$

/per project

Social Media Consulting

High-End Video Production

Photography

DIY Video Factory

On-site Filming

Green Screen Capabilities

Support Team Leaders

Our team is dedicated to providing you with a smooth and seamless transaction

Jay Barbour

Owner / President

Mike Metz

Operations Manager

Encompass Support 

Jack Teegardin

Business Development

Sales Support 

Tom Kerby

sr. vip - secondary

Lock Desk Support

Keith Teegardin

Executive Vice President

Sales Support 

Karen Hoffman

Sales Relationship Mgr

Programs and Product Support

Dina Haselip

Sales Support manager

Training Support 

Kirk Nielson

Business Development

LO Compensation Support 

Carol Taylor

Director of Marketing

Marketing and Training Support 

Kristin Busch

Controller

Accounting Support 

Holly Huntley

Database Marketing mgr

SPEAR Support 

Tara Vaccaro

Human Resources mgr

Employee Support 

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