SPEAR
VIP’s customized Salesforce CRM platform, SPEAR, gives loan officers and their referral partners a competitive edge by providing an extraordinary level of operational excellence, customer care, and collaboration.
Everything is documented, managed, and viewed in one place while integrating with VIP’s loan origination system (Encompass). Think of SPEAR like a “pre-qual” incubator. You can give your agent partners real time updates on all their leads and where they are within the buying process. As a loan officer, you should be using SPEAR as a selling tool to potential referral partners. There is no other system like it!
With SPEAR you can:
- Provide complete documentation / transparency throughout the loan process
- Utilize the lead tracker capabilities
- Provide detailed reporting to referral partners
- Send handwritten notecards to borrowers and referral partners
If you are not using SPEAR in any of the above capacities, you are missing out on a large segment of tools provided to you by VIP.
