The Ultimate
Goal PLANNING
Technology
for Loan Officers
and Managers in the
Mortgage industry!
It’s All About Your Goals!
The Best Goal PLANNING Solution
for Loan Officers and Managers in the Mortgage industry!
It’s All About Your Goals!
ACHIEVE YOUR GOALS!
GOALKLOUD: Why Does it work?
Clarity
Define Strategy & Vision
Accountability
Transparency of Goals & Results
Competition
Compete Against Peers!
90 Day Sprints!
Perfect for Changing Habits!
Boost Loan Officer Productivity
1
Set Goals with Goal Calculator
Income/Production Targets
Conversion Ratios
Sales Activities
Annually / Seasonally
2
Track Progress in Real Time
Track Actual to Goal Real Time
LOS Integration
Leverage App for Activities
Comparison / Trend Reports
3
Achieve Real Goals and Results!
Accountability Through Transparency
Compete with Peers
Rework Gaps in Plan
Stay on Track Daily! No Falling Behind
Managers Become Coaches
All in One Portal to Help your Loan Officers Achieve
Production Data at Your Fingertips
Set Goals / Action Plans
Keep Notes On Performance
Clear Accountability standards
GOALKLOUD Technology!
Ultimate Solution for Advanced Sales Culture
Simple to Deploy
Cost
Effective
Effective
Ready for Integration
Fully Supported
READY TO DRIVE GROWTH AND INCREASE SALES?