Marketing Automation

Streamlined Steps to Revenue Success

Know Exactly What's Closing When: Predictable Revenue Without the Guesswork

Closing Deals Just Got A Whole Lot Easier With

N2Open Digital

How It Works

Step 1

Loan Processing

Automate your lending process with pipelines, online applications, e-signatures, forms and document collection capabilities that eliminates administrative bottlenecks and allows you to track the status of every deal and every client.

Step 2

Analytics

Precise data collection and real-time visualization, through customized dashboards, eliminate the guesswork in lending operations, allowing you to identify bottlenecks, conversion issues, and performance gaps before they impact profitability..

Step 3

Referrals and Reviews

Systematically gathering client reviews and referrals as part of your closing process transforms each completed transaction into a powerful marketing asset that continues generating returns long after funding.

SALES PIPELINE

Visibility From Application to Funding

  • Eliminate processing inconsistencies by maintaining complete pipeline visibility that reveals exactly how many deals require resources (underwriting, closing, funding) in the upcoming week.

  • Transform pipeline data into reliable revenue forecasts by applying stage-specific conversion probabilities to in-process applications, creating financial projections.

  • Identify precise abandonment points in your lending process by tracking application progression through each pipeline stage.

  • Whether you are a solo-preneur or you have a sales team by your side

    N2Open Digital

    will keep you organized and streamlined, so you never lose a potential deal again

CRM & CONTACT MANAGEMENT

Unlock Hidden Value in Your Contact List

  • Transform transactional relationships into multi-decade revenue streams by maintaining systematic post-closing engagement that positions you as a trusted financial resource rather than a one-time service provider.

  • Transform fragmented client knowledge into a unified relationship record that preserves every interaction detail, enabling any team member to engage with complete context rather than starting from zero.

  • Dramatically increase response rates by tracking which contact methods (text, email, phone, video) and timing patterns generate engagement from specific clients, allowing precision-targeted outreach.

  • Each new contact is another sales opportunity - automatically build your list with N2Open Digital

DOCUMENTS & CONTRACTS

Automated Document Delivery

  • Reduce application-to-funding timelines by 62% when digital forms eliminate paper handling delays, document transportation, and manual data entry errors.

  • Eliminate document chase sequences with automated systems that provide borrowers multiple submission options (mobile upload, secure portal, direct bank connections)

  • Decrease application errors by implementing smart validation that prevents submission of incomplete information, reducing revision cycles and underwriting delays.

  • Generate consistently positive reviews by replacing complex paper processes with intuitive digital experiences.

E-SIGNATURE

E-Sign Applications and Contracts

  • Achieve 94% first-attempt completion rates with guided e-signature experiences that visually direct signers to each required field, preventing incomplete application executions.

  • Generate measurable sustainability improvements while reducing document processing costs through the elimination of printing, shipping, scanning, and physical storage requirements of paper contracts.

  • Eliminate altered, incomplete, or missing signature issues with technology that creates court-admissible audit trails documenting precisely who signed what and when.

  • Secure borrower commitments precisely when motivation peaks by enabling immediate electronic execution.

INVOICING

Invoice Vendors

  • Capture 100% of billable fees with automated invoicing that previously relied on manual recognition and invoice creation.

  • Reduce average payment collection time from 32 days to 7 days by automating invoice generation at transaction milestones and providing instant electronic payment options.

  • Decrease accounting labor costs by 68% through automated payment matching that instantly connects incoming funds with sent invoices

  • Minimize fee objections by embedding payment collection directly within value delivery moments.

REPORTING & ANALYTICS

Clear Metrics Drive Smarter Decisions

  • Transform critical business decisions from gut-feel gambles to data-driven certainties by consolidating previously scattered performance.

  • Drive consistent execution improvement by transforming abstract goals into visible daily progress metrics that create natural competitive motivation,.

  • Uncover hidden performance drains that traditional reporting misses by visualizing correlation patterns, revealing systematic inefficiencies invisible in conventional reports.

REFERRALS

Turn Your Clients Into MORE Closed Deals

  • Make it easy for clients to refer colleagues, business associates and friends to your business.

  • 92% of borrowers are more likely to seek you out when referred by a friend

  • Referral marketing is one of the most effective ways to generate new customers

  • Turn your happy clients into more closed deals

REVIEW & REPUTATION MANAGEMENT

Boost Your Brand’s Reputation

  • The more positive reviews your lending business acquires the more people will trust you & want to do business with you

  • Automatically send requests for reviews to your clients, over text or email to make leaving a review effortless for your customers

  • More 5-star reviews will allow you to rank higher on Google local SEO, increasing your credibility as a financial resource.

  • Create a strong online reputation that will automatically bring new customers to you

See what our clients have to say

N2Open Digital has doubled my sales!

N2Open Digital has doubled my sales!

N2Open Digital has doubled my sales!

N2Open Digital has doubled my sales!

Capture More Leads

Text-Based Chat

Automate Responses

Learn How Our All In One Marketing Automation System Can Transform Your Business

Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

Never miss another opportunity again

Solutions

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Build Your Brand

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