LendingTree workflow with Lead Management Solutions

LT Direct – Lead Information with Pricing

Workflow (behind the scenes)

Leadmailbox with LendingTree

a. Username/Password set of for the correct PPE (this is maintained at the system level for Loansifter)

    Client ID is specific to the Broker

    Broker to provide URL/URI for Loansifter to send the request/response to the LMS/CRM

b. Loansifter will respond with Offers or NO offers depending on result filters

c. LMS XML includes the LT request appended with LT response so that the LMS has the lead and pricing information

Once a lead is sent to the LMS or lead management solution. They can route this lead to different branches if they have workflow

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