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Support Squad: Summer Vacation

Posted by Brian Kohel on Jun 22, 2016 2:44:57 PM

support_6-22-16-1.jpgAlong with being a busy time for home buyers, the summer months are also filled with vacations. In fact, I just got back from a week out of the office, and it was awesome to relax and recharge. While I was out I knew my coworkers would be able to answer any questions my clients brought forward. Which got me thinking upon my return about how Marksman can assist with staff being out of the office.


With loan officers out of the office, managing lead volume can become quite a cumbersome project. Who’s in, who’s out, and do you need to monitor any leads being assigned to them while they are out? Marksman offers the ability for administrators to make certain users inactive for a certain amount of time, therefore leads won’t get lost in the shuffle of vacations or staff being out of the office.


In a competitive market, companies can’t afford to sit on a lead for a week, as it’s almost a guarantee those prospects will go with another lender. So take a proactive approach with your staff and utilize Marksman rules to ensure the leads don’t go elsewhere.


For more information on this or any other features of Marksman please contact your Account Manager. Or, if you want more information on Marksman as a whole, contact us today for a free demo.


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Summer vacation for mortgage lenders.

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