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The Problem with Marketing Cost Per Funded Loan

by Ilya Kleyman | Oct 29, 2017 | Artificial Intelligence, Lead Routing, Process Improvement, Sales Analytics, Uncategorized

Marketing Cost per Funded Loan is a wonderful example of good KPI’s run amok.    It’s a metric used by virtually every single Consumer Direct lending operation on the planet. In most cases, viewed as gospel. The first and last number in every...

The Evolution of Lead Routing

by Ilya Kleyman | Oct 3, 2017 | Artificial Intelligence, Lead Routing, Process Improvement, Sales Analytics

Here’s the true story of a company – let’s call them Integrated Financial Solutions (IFS) – and how they increased sales revenue by 30% and decreased costs by nearly as much.   IFS had a Sales Team of 60 people, with 5 dedicated Analysts and 3 Managers. Even...

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