At Dorado, we understand that loan officer web sites are an efficient and effective way to capture and manage leads. We also understand that, too often, the process of publishing personal loan officer web sites that are in line with corporate policies can be difficult to control. On the other hand, giving loan officers a one-size-fits-all web site that’s aligned with the corporate brand can be inflexible and ineffective. That’s where ChannelMaster Advisor comes in.

Personalized Web Sites Made Easy

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

With ChannelMaster Advisor, loan officers can create personalized web sites complete with their photographs, welcome message, contact information, biography, testimonials, product offerings, calculators, and links to 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 borrowers can use the web site to read content, communicate with their loan officer, and apply for a loan.

Customized, But Under Control

Web site designers and administrators get the power and flexibility they need using ChannelMaster Advisor. Designers and administrators can create templates for loan officers, who enjoy a simple, WYSIWYG user interface to personalize their site. The designer maintains authority over exactly which areas are marked for personalization and decides where to place content elements in the organization tree. By leveraging the org structure, the designer can distribute content appropriately across all corporate divisions. In this way, lenders can maintain the right balance of personalized marketing and corporate control.

Enterprise-level Solution That’s Easily Deployed

ChannelMaster Advisor is designed to meet the demands of top-tier lenders, and can be deployed quickly and easily across the enterprise. In addition to managed content, 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 1003 loan application.

A Better Way to Capture Leads

ChannelMaster Advisor provides a secure portal for submitting application data electronically, exchanging messages and documents, and viewing status information. Originators can view all contact requests, reply to received messages, and view submitted loan application data. The leads collected through these personalized web sites can be managed in Dorado’s industry-leading point of sale system, ChannelMaster POS, which is part of Dorado’s complete Enterprise Lending System.

Product Features

Content Management

• WYSIWYG user interface makes it easy to change elements within a defined template
• Support for multiple templates that can be used by branch, team, and partner web sites
• Loan officer controls define which areas are editable by non-administrative users
• Organizational structure support enables specification of different entities within a template
  (can be synched from ChannelMaster POS)
• Rules- and permission-based configuration for control over editing and publishing
• Built-in support for web site search of keywords
• Support for multiple languages

MyLoan Support

• 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 1003 forms
• Approved calculators can be selected by the loan officer for inclusion

Lead Management

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