Fidelity National Financial, Inc. · NYSE:FNF
Fidelity National Financial — Purchase Track Pres
15 slides from Fidelity National Financial's investor presentation, 2005
Slide 1: PurchaseTrack: A Lead Capture, Routing and Management System
PurchaseTrack TM A Lead Capture, Routing and Management System Proprietary and Confidential Copyright © 2005 Fidelity National Information Solutions, Inc.
Slide 2: Agenda
Agenda • Viewing the market need • Value and Benefit of PurchaseTrack • Product Overview • Current Client Stories • Profile of the PurchaseTrack Candidate • Qualification Questions • Conclusion Proprietary and Confidential 2 Copyright © 2005 Fidelity National Information Solutions, Inc.
Slide 3: Consumer Needs
Consumer Needs • Simplified Decision How Consumers Use the Internet Process via “One Stop 80 70 Shop” For Both Home and 60 50 Loan 82% Search for Homes % 40 30 72% Search for Rates 20 • Online Access to a Variety 64% Compare Rates 10 0 of Lenders, Products, and Internet Search Engines Lender Link on
Slide 4: Our Customers' Issues
Our Customers’ Issues Mortgage Lender • Market Shift from Re-Financing to New Mortgage • Softened Real Estate Relationships • Increased Competition; Tighter Margins • More Informed and Demanding Consumers • Need to Acquire and Manage More, High-Quality Leads – Consolidating leads from multiple sourc
Slide 5: Our Customers' Issues (cont.)
Our Customers’ Issues (cont.) Real Estate Broker • Increased Competition; Demanding Consumers • Reduced Commissions; Increased Costs • Need to Acquire Additional Revenue Sources • Bundled Closing Products and Services • Ancillary Services that complement instead of cannibalizing their existing offer
Slide 6: Combined Needs Equals Opportunity
Combined Needs Equals Opportunity Convenience and Options Consumer Revenue and Lender Services Customer Acquisition Broker and Retention Proprietary and Confidential 6 Copyright © 2005 Fidelity National Information Solutions, Inc.
Slide 7: The PurchaseTrack Value Proposition
The PurchaseTrack Value Proposition • Positions Lenders at the Point of Sale – Captures MORTGAGE LOAN LEADS and/or REAL ESTATE LEADS at the start of the buy/sell process, from MULTIPLE SOURCES • Uses Leads as Loan Origination “Currency” – Free leads from the Lender to Real Estate Agents (and other “
Slide 8: Client Profile
Client Profile • Mortgage and Lending entities with a desire to engage the consumer earlier in the home buying process and build a portal • Mortgage and Lending entities who are purchasing leads on the web and do not have a lead management system in place • Mortgage and Lending entities with a desir
Slide 9: PurchaseTrack
PurchaseTrack Find a Loan Officer Consumer Consumer Other Lead Portal or Loan Officer Source(s) Corporate Websites Website e.g. Your Call Center Consumer Banking Other Real Estate Real Estate Leads Lead Routing Mortgage Leads BrokerOffice PurchaseTrack’s ManagementCenter (for Affiliated Real Estate
Slide 10: PurchaseTrack's "At-a-Glance" Dashboard
PurchaseTrack’s “At-a-Glance” Dashboard Rotating Announcements E-Business Card User- Definable Links Newly Assigned “Lead” Mortgage showing its Rates Display “Source” Real-Time Mortgage News Feed Proprietary and Confidential 10 Copyright © 2005 Fidelity National Information Solutions, Inc.
Slide 11: PurchaseTrack's Lead Queue
PurchaseTrack’s Lead Queue Leads from multiple sources are distributed to PurchaseTrack user’s Lead Queue Lead info can be routed to: Email Web-based Contact Mgr Automated Marketing Campaign User-specified search options New Lead Ready to Assign to Loan Officer Tracks Source of Lead Origination Prop
Slide 12: PurchaseTrack - Sample Aggregate Leads Report
PurchaseTrack - Sample Aggregate Leads Report PurchaseTrack’s lead reporting reflects the number and type of leads acquired from all available lead sources and combines (in aggregate) the service providers associated with those leads that closed transactions in TransactionPoint (an optional componen
Slide 13: Shares Leads with Real Estate Partners
Shares Leads with Real Estate Partners Brandable to a Real Estate Brokerage or a Mortgage/Banking Company! The integration “hub” that provides sale agent / loan officer notification of new lead assignments from: • Portals • Websites • Other Lead Systems User-configurable lead routing to: • Email • W
Slide 14: PurchaseTrack System Highlights
PurchaseTrack System Highlights • Supports Client Branding – Easily “tailored” to support the client’s color theme, logos, disclaimers, etc. • Merges Leads From Many Sources – Combines real-time and batch-file leads into a central repository • Use All Components – For organizations who incorporate b
Slide 15: Client Stories
Client Stories • Bank of America – Real Estate Center – Driving of leads – Preferred Broker Network – PurchaseTrack – Management of leads – PurchaseTrack and Management Center – Real Estate and Mortgage leads managed simultaneously • Bank of America and RE/MAX Greater Atlanta – Install of common pla