Core features of Resolve360

Custom Lead Routing

  • Automatically assign leads to the right reps based on predefined rules.

  • Reduces manual lead assi with automation, freeing up sales teams to focus on selling.

Seamless Intake Form

  • Effortlessly take clients through the intake process and complete applications faster.

  • Dynamic pages to improve the application process for applicants and Co-applicants.

Enrollments

  • Create and review all enrollment plans related to the applicant record.

  • Effortlessly generate Quick Quotes and instantly share them with your applicant.

Credit Pulls

  • Pull soft and hard credit directly within Resolve360

  • Quickly view tradelines, tradeline summaries, and more.

Reports & Dashboards

  • Utilize the power of Salesforce to generate custom reports and dashboards.

  • Take advantage of real-time insights, Automated reporting and alerts, and AI-powered analytics, and make data-driven decisions.