Agent web sites are an efficient and effective way to capture and manage leads as well as provide a personal touch to clients via information sharing and personalization. Too often, the process of publishing personal agent web sites that are in line with corporate policies can be difficult to control. On the other hand, giving agents a one-size-fits-all web site that's aligned with the corporate brand can be inflexible and ineffective.

ChannelMaster Advisor solves these issues by offering a centrally managed yet flexible "storefront" solution that allows for individual web site customization while meeting corporate guidelines.

Personalized Web Sites Made Easy

ChannelMaster Advisor is designed for easy-to-use personalized marketing and loan information management while maintaining corporate control over branding, messaging and policy.

With ChannelMaster Advisor, agents can create personalized web sites complete with their photographs, welcome message, contact information, biography, testimonials, product offerings, calculators, links and other helpful information. Corporate officials then have the opportunity to review and approve all content for compliance, brand and policy issues before it appears online. Once published, potential customers can use the web site to read content, communicate with their agent, and apply for a loan or other consumer financial product.

Customized, But Under Control

Web site designers and administrators get the power and flexibility they need using ChannelMaster Advisor. They can create for agents up-to-date, branded web site templates that follow corporate guidelines and provide a simple WYSIWYG user interface for personalization. The designer maintains authority over exactly which areas are marked for personalization and decides where to place content elements in the organization tree. By controlling the organizational structure of the web page, the designer is able to distribute content appropriately across all corporate divisions and product categories. In this way, financial institutions maintain the right balance of personalized marketing and corporate control.

Flexible Sales Organization Management

ChannelMaster Advisor enables loan officers or other agents to switch or swap case files seamlessly, minimizing the risk of losing data, and maintaining customer relationship continuity. The solution facilitates the creation of branch and team web sites, and is a useful tool for joint ventures and affiliate relationships.

A Better Way to Capture Leads

In addition to managed content, ChannelMaster Advisor provides a secure portal for submitting application data electronically, exchanging messages and documents, and viewing status information. A choice of intelligent forms can be used to capture borrower information, including a "contact me" form, a "pre-qualify" form, as well as a full online application. Originators can view all contact requests, reply to received messages, and view submitted application data. The leads collected through these personalized web sites can be managed in CoreLogic Dorado's industry-leading point of sale system, ChannelMaster POS, or through an institution's existing consumer information handling solution.

Product Features

Content Management

• WYSIWYG user interface makes it easy to change content elements within a defined template
• Support for multiple templates that can be used by branch, team, and partner web sites
• Controls define which areas are editable by non-administrative users
• Support for specification of different entities within a template
• Rules- and permission-based configuration for control over editing and publishing
• Built-in support for web site search of keywords
• Support for multiple languages
• Locator pages allowing customers to search for the closest branch or agent

MyLoan Support

• Customer-friendly application forms
• Intuitive user interface
• Communication center for document uploading and status updates
• Registration process allows user to create an account and password
• Built-in "Contact Me," pre-qualification, and application forms
• Approved calculators can be selected by the agent for inclusion

Lead Management

• Manage status, documents, and messages through the MyLoan portal
• Export files and manage, manage user accounts, data capture and lead pipeline
• Convert lead to loan function