Prioritize the Most Actionable Opportunities with Just a Few Taps
Take the TrustEngine App for a spin to experience first-hand how easy it is to create meaningful conversations that lead to more incremental loans.
Work Smarter
You Just Got a Prioritized Opportunity Notification
Click on the notification to start the demo.
Let's Talk
Curious to Learn More?
<iframe src="https://go.trustengine.com/hubfs/Genially%20Creatives/Details-Lisa-Ashe-240px-horizontal.png" style="border:0px #ffffff none; border-radius: 25px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Ready to Continue?
Click "Next" when you finish reviewing the sales strategy information.
Next
Sales Strategy at Your Fingertips
Understand exactly what is going on in the borrower’s life and identify the best next step.
Easy Access to Relevant Information
Scroll down to see how the app provides reasons to contact the Prioritized Opportunity.
Let's Talk
Curious to Learn More?
Equity: $250,120
Engagement as Easy as 1, 2, 3…
Find ready-made scripts optimized for starting a meaningful conversation.
Your Trusted Scripts Repository...
Tap “Show Scripts” to see scripts optimized for email, text and calling.
Let's Talk
Curious to Learn More?
Email, Text or Call – It’s Your Choice!
You choose the method you want to reach out. We provide an optimized script with key information already embedded in.
Just Copy & Go
Tap to copy the text script when you are ready to start a conversation.
Let's Talk
Curious to Learn More?
Tap On the Text Icon to Reach Out
Take Action Directly from The App
Let's Talk
Curious to Learn More?
LA
Lisa A.
Adapt the Scripts to Your Tone & Style
Send our suggested script verbatim or make edits as you deem fit. You are in full control!
Let's Customize!
Let's Talk
Curious to Learn More?
LA
Lisa A.
Adapt the Scripts to Your Tone & Style
Send our suggested script verbatim or make edits as you deem fit. You are in full control!
Finished Editing? Send Your Message!
Let's Talk
Curious to Learn More?
Plan Your Next Step
Go back to the TrustEngine App to set a reminder for follow up on this Opportunity.
LA
Lisa A.
Hey! This is Rich Sims from ABC Lending. I can help you and your family move into a bigger home with confidence through an easy to understand presentation of your options. Are you intersested in more space but unsure how to start? Text or call me back and let's chat.
Your Message is On its Way!
Our scripts provide a clear, persuasive messaging that builds trust, addresses client concerns, and closes more deals.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Set a Reminder
Click the "..." icon for Lisa Ashe to access the Opportunity Management Menu.
Let's Manage Your Best Opportunities
Set a reminder for any of your opportunities straight from the dashboard.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Select New Reminder for this Opportunity
Set Reminders for Later from the Dashboard
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Customize Your Reminder
Set a time and date that you think is best to reach out to your opportunity again. Choose from preset options or pick your own date and time.
Select Date and Time
Select the "in 24 hours" option for your new reminder.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Your Reminder is Almost Ready!
Confirm Date and Time
Click "Set Reminder" to confirm date and time of reminder.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Opportunity Moves to Reminders View
After setting the date and time for your reminder, the opportunity can be found in your reminders view.
Reminder Set!
This reminder will stay out of your inbox until the time set here. Let's fast forward 24 hours and see what happens!
Advance 24 hours
Let's Talk
Curious to Learn More?
Lisa Ashe Submitted an Application!
Let's Archive this Opportunity and move on to the next priority. Click the "..." to open the menu.
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
24 Hours Later...
Opportunity moves back to the Inbox view at the time you set. You'll get a push notification to your phone when this occurs.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
24 Hours Later...
Opportunity moves back to the Inbox view at the time you set. You'll get a push notification to your phone when this occurs.
Archive for Later
Select "Archive" to move this Opportunity out of your primary Inbox for the time being.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Archive Your Opportunities
Archiving your opportunities allows you to clear up some space in your Inbox and categorize Opportunities based on recent activity.
Application Submitted
Select the reason you would like to archive - in this case, "Application Submitted" would be the reason.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Archive Your Opportunities
Archiving your opportunities allows you to clear up some space in your Inbox and categorize Opportunities based on recent activity.
Click Archive to Confirm Your Selection
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Select Archive View
The dropdown in the top left allows you to switch between views. Select "Archive" to find Lisa Ashe's opportunity card.
Let's Jump Over to Your Archive View
After your opportunity has been archived it will no longer appear in your primary inbox. Instead it will be in the Archive View along with other Archived Opportunities.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Archived OpportunitiesDashboard
All previously Archived Opportunities are listed here. Lisa Ashe is at the top because she is the most recent. Use the search bar if you need to find another Archived Opportunity.
You're All Set!
Click the button below to jump back to your Inbox View.
Go To Inbox View
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Stay Organized via The App’s Dashboard
Discover new Prioritized Opportunities or follow up on your recent communications.
Curious to Learn More?
Let's Talk
Replay Demo
<iframe src="https://meetings.hubspot.com/julie-thorn/sdr-round-robin-embed" style="border:0px #ffffff none; border-radius: 10px; margin-top: -200px" name="myiFrame" scrolling="no" frameborder="0" marginheight="0px" marginwidth="0px" allowfullscreen></iframe>
Schedule a Call With Our Team
Pick the time that works best for you to chat with one of our specialists.
Find a Time!
Schedule Now
https://calendly.com/ephilipp
Restart Demo
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Transcript
Prioritize the Most Actionable Opportunities with Just a Few Taps
Take the TrustEngine App for a spin to experience first-hand how easy it is to create meaningful conversations that lead to more incremental loans.
Work Smarter
You Just Got a Prioritized Opportunity Notification
Click on the notification to start the demo.
Let's Talk
Curious to Learn More?
<iframe src="https://go.trustengine.com/hubfs/Genially%20Creatives/Details-Lisa-Ashe-240px-horizontal.png" style="border:0px #ffffff none; border-radius: 25px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Ready to Continue?
Click "Next" when you finish reviewing the sales strategy information.
Next
Sales Strategy at Your Fingertips
Understand exactly what is going on in the borrower’s life and identify the best next step.
Easy Access to Relevant Information
Scroll down to see how the app provides reasons to contact the Prioritized Opportunity.
Let's Talk
Curious to Learn More?
Equity: $250,120
Engagement as Easy as 1, 2, 3…
Find ready-made scripts optimized for starting a meaningful conversation.
Your Trusted Scripts Repository...
Tap “Show Scripts” to see scripts optimized for email, text and calling.
Let's Talk
Curious to Learn More?
Email, Text or Call – It’s Your Choice!
You choose the method you want to reach out. We provide an optimized script with key information already embedded in.
Just Copy & Go
Tap to copy the text script when you are ready to start a conversation.
Let's Talk
Curious to Learn More?
Tap On the Text Icon to Reach Out
Take Action Directly from The App
Let's Talk
Curious to Learn More?
LA
Lisa A.
Adapt the Scripts to Your Tone & Style
Send our suggested script verbatim or make edits as you deem fit. You are in full control!
Let's Customize!
Let's Talk
Curious to Learn More?
LA
Lisa A.
Adapt the Scripts to Your Tone & Style
Send our suggested script verbatim or make edits as you deem fit. You are in full control!
Finished Editing? Send Your Message!
Let's Talk
Curious to Learn More?
Plan Your Next Step
Go back to the TrustEngine App to set a reminder for follow up on this Opportunity.
LA
Lisa A.
Hey! This is Rich Sims from ABC Lending. I can help you and your family move into a bigger home with confidence through an easy to understand presentation of your options. Are you intersested in more space but unsure how to start? Text or call me back and let's chat.
Your Message is On its Way!
Our scripts provide a clear, persuasive messaging that builds trust, addresses client concerns, and closes more deals.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Set a Reminder
Click the "..." icon for Lisa Ashe to access the Opportunity Management Menu.
Let's Manage Your Best Opportunities
Set a reminder for any of your opportunities straight from the dashboard.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Select New Reminder for this Opportunity
Set Reminders for Later from the Dashboard
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Customize Your Reminder
Set a time and date that you think is best to reach out to your opportunity again. Choose from preset options or pick your own date and time.
Select Date and Time
Select the "in 24 hours" option for your new reminder.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Your Reminder is Almost Ready!
Confirm Date and Time
Click "Set Reminder" to confirm date and time of reminder.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Opportunity Moves to Reminders View
After setting the date and time for your reminder, the opportunity can be found in your reminders view.
Reminder Set!
This reminder will stay out of your inbox until the time set here. Let's fast forward 24 hours and see what happens!
Advance 24 hours
Let's Talk
Curious to Learn More?
Lisa Ashe Submitted an Application!
Let's Archive this Opportunity and move on to the next priority. Click the "..." to open the menu.
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
24 Hours Later...
Opportunity moves back to the Inbox view at the time you set. You'll get a push notification to your phone when this occurs.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
24 Hours Later...
Opportunity moves back to the Inbox view at the time you set. You'll get a push notification to your phone when this occurs.
Archive for Later
Select "Archive" to move this Opportunity out of your primary Inbox for the time being.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Archive Your Opportunities
Archiving your opportunities allows you to clear up some space in your Inbox and categorize Opportunities based on recent activity.
Application Submitted
Select the reason you would like to archive - in this case, "Application Submitted" would be the reason.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Archive Your Opportunities
Archiving your opportunities allows you to clear up some space in your Inbox and categorize Opportunities based on recent activity.
Click Archive to Confirm Your Selection
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Select Archive View
The dropdown in the top left allows you to switch between views. Select "Archive" to find Lisa Ashe's opportunity card.
Let's Jump Over to Your Archive View
After your opportunity has been archived it will no longer appear in your primary inbox. Instead it will be in the Archive View along with other Archived Opportunities.
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Archived OpportunitiesDashboard
All previously Archived Opportunities are listed here. Lisa Ashe is at the top because she is the most recent. Use the search bar if you need to find another Archived Opportunity.
You're All Set!
Click the button below to jump back to your Inbox View.
Go To Inbox View
Let's Talk
Curious to Learn More?
<iframe src="https://share.hsforms.com/1Z2vJRXtvRhi05dOUbOwWWg4ifjp" style="border:0px #ffffff none; border-radius: 10px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Stay Organized via The App’s Dashboard
Discover new Prioritized Opportunities or follow up on your recent communications.
Curious to Learn More?
Let's Talk
Replay Demo
<iframe src="https://meetings.hubspot.com/julie-thorn/sdr-round-robin-embed" style="border:0px #ffffff none; border-radius: 10px; margin-top: -200px" name="myiFrame" scrolling="no" frameborder="0" marginheight="0px" marginwidth="0px" allowfullscreen></iframe>
Schedule a Call With Our Team
Pick the time that works best for you to chat with one of our specialists.
Find a Time!
Schedule Now
https://calendly.com/ephilipp
Restart Demo