The T3 System significantly enhances the efficiency and effectiveness of Direct Selling Agents (DSAs) in the loan process. With its robust features, the system streamlines various stages, from lead management to application processing and follow-ups. Here’s how T3 contributes to the DSA procedure
T3 System allows you to manage multiple branches within a single software platform, enabling efficient oversight and coordination. Each branch can have several team leaders responsible for guiding their respective teams, ensuring streamlined operations and effective leadership across the organization.
You can add Several Branches in one software
Branch 1
Branch 2
Branch 3
Branch 4
One of all branches have multiple team leaders who leads each team.
T3 loan DSA CRM System helps marketing team to store the scattered data gathered via
T3 loan DSA CRM System helps marketing team
to store the scattered data
gathered via
This Collected data is forwarded to Employees Under TL
For Further Process
Auto Dialer
The T3 DSA features an auto-dialer that automates phone calls, eliminating the need for manual dialing and enhancing efficiency.
Contact Management
DSAs can manage a lead database by recording contact information and categorizing leads based on interest or loan type, allowing them to prioritize follow-ups effectively.
Upload Data For Companies & Individual
T3 Loan DSA CRM equips salespeople with essential information, enabling them to work smarter and capitalize on every opportunity.
LEAD
When a client expresses interest and accepts the company’s terms and conditions, the opportunity is classified as a lead.
Follow-up
DSAs can schedule follow-ups and maintain communication using scripts, email, and SMS until they receive interest or a request to cease contacts.
Auto Dialer
The T3 DSA automates phone
calls using auto-dialer
software, which eliminates
manual dialing.
Contact Management
DSAs maintain a lead database, recording contact info and categorizing leads by interest
or loan type to determine
follow-up priority.
Follow-up
DSAs schedule follow-ups, maintain communication with scripts, and use email and SMS until there's interest or a request not to be contacted.
Upload Data For Companies & Individual
T3 loan DSA CRM empower salespeople with information to sell smarter and never miss an important deal.
LEAD
When Client starts showing interest & accepts company's terms & conditions, it turns into Lead
Auto Dialer
The T3 DSA automates phone
calls using auto-dialer
software, which eliminates
manual dialing.
Contact Management
DSAs maintain a lead database, recording contact info and categorizing leads by interest
or loan type to determine
follow-up priority.
Follow-up
DSAs schedule follow-ups, maintain communication with scripts, and use email and SMS until there's interest or a request not to be contacted.
Upload Data For Companies & Individual
T3 loan DSA CRM empower salespeople with information to sell smarter and never miss an important deal.
LEAD
When Client starts showing interest & accepts company's terms & conditions, it turns into Lead
- Creating an Invoice
- Sending the Invoice
- Payment Options
- Tracking Invoices
- Follow-Up
- Collections Process
- Payment Reconciliation
- Bookkeeping
- Customer Communication
- Accounting and Reporting
- Automation
- Creating an Invoice
- Sending the Invoice
- Payment Options
- Tracking Invoices
- Follow-Up
- Collections Process
- Payment Reconciliation
- Bookkeeping
- Customer Communication
- Accounting and Reporting
- Automation
T3 Loan DSA calculate sales employee incentives by multiplying their sales performance by a predefined commission percentage.
Incentive = Sales Performance x Commission Percentage behind every lead.
T3 Loan DSA calculate sales employee incentives by multiplying their sales performance by a predefined commission percentage.
Incentive = Sales Performance x Commission Percentage behind every lead.
Schedule Personalized FREE Demo For You Today!