Product Hatching Ideas

Increase amount of generic lead sources in Marksman

We currently have ability to create up to 100 generic lead sources.  Sebonic/cardinal financial will require more very soon so am requesting another 100.

  • Mike Russell
  • Oct 23 2017
  • Moved to Prioritzation
Rating BOB-2
Revenue or Retention? Retention
Workaround Present No
Impact to Existing Customers Multiple
Customer ID(s) 28sebo01
Business Value 2 - Important to a few, minor impact on brand, minor competitive advantage
Urgency 4 - Highly time constrained
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  • Admin
    Lori Rezac commented
    October 24, 2017 14:08

    What is our time frame on this one?

  • Mike Russell commented
    October 24, 2017 15:46

    I've asked for how much effort this would take with no response.  But I'd require these to be available within the next three sprints if it can be fit in.

  • Luke Derowitsch commented
    October 26, 2017 14:09

    Have we cleaned up lead sources they are not using? 

    Do we have other clients that are suffering from the lead source limitation?

    Is this a short term thing or something that will be operating for awhile?

  • Mike Russell commented
    October 26, 2017 19:21

    Great questions.

    We have cleaned up lead sources they are not using and they have a little wiggle room to work with.. They are growing their retail arm aggressively so will require the need for more lead sources soon, but that is why there is a little urgency, but not too much.

    NBKC would probably be the only other current client with this issue.  However, folks pricing by lead source is an increasing interest.  Rather than branch.

    This will be for as long as Cardinal uses us.  They will need a lot of lead sources.

  • Mike Russell commented
    October 26, 2017 19:22

    More than anything, I'm trying to get ahead of this before it is a must have and need to scramble to do.  I definitely think it will be required within the next couple of months and if it does not require much work to add these on, get it out of the way.

  • Admin
    Lori Rezac commented
    October 26, 2017 21:40

    BOB meeting:

    -There are currently only 6 open lead sources.  They are completely out of generic lead sources.  There will be a need for more by the 1st of the year.

    -This number is specific to each lender.

    -Different profit and regions are assigned through each of these lead sources.

    -Previously we increased them from 50 to 100 (this was some time ago).

    -NASB and NBKC are also getting close to needing additional generic lead sources.

    -Is there a better way to solve this problem? (creating another ticket to address this)

    -They asked about cost.  Could we charge a custom programming charge to provide something better?