Big Purple Dot
By Big-Purple-Dot
1. Initial Setup:
Lead Capture Configuration: The software is configured to automatically capture, share, and track leads from various online and offline sources such as Facebook, Zillow, Realtor.com, personal websites, landing pages, listing signs, and mailers.
Financial Integration: The system connects to borrowers' financial accounts to auto-populate forms and documents, streamlining the loan application process.
2. Customization:
Workflow Customization: Businesses can customize workflows to automate follow-up processes for new leads and past clients. This includes setting up preset triggers to launch automatic reminders, emails, tasks, and lead sharing.
Template Creation: Users can create custom text and email templates to automatically respond to incoming leads, enhancing lead conversion and service quality.
Lead Distribution: The software allows for automatic lead distribution using round robin or shotgun distribution rules, ensuring leads are promptly assigned to available team members.
3. Integration:
API Integration: The software integrates with Optimal Blue’s API to deliver accurate product and pricing information directly to consumers or loan officers. This integration ensures real-time updates and accurate data display.
4. Training:
Live Webinars: Big Purple Dot offers daily live webinar trainings to help users understand and utilize the software effectively.
Dedicated Success Coach: Each user is assigned a dedicated success coach to provide personalized support and ensure they get the most out of the software.
5. Go Live:
Deployment: After setup, customization, integration, and training, the software is deployed for daily use. This phase involves monitoring the system to ensure it operates smoothly and making any necessary adjustments.
1. Email and Text Templates:
Users can create and store custom email and text templates using both plain text and HTML coding. Templates can include images, attachments, and hyperlinks to enhance engagement and lead conversion.
Automated responses can be set up to send specific emails or texts when certain triggers or status tags are applied to a contact.
2. Workflow Automation:
Custom workflows can be designed to automate follow-up processes for new leads and past clients. This includes setting up preset triggers to launch automatic reminders, emails, tasks, and lead sharing.
Status tags are fully customizable and can be used to organize the entire sales workflow, automate task reminders, and manage follow-ups.
3. Lead Distribution:
The software allows for automatic lead distribution using round robin or shotgun distribution rules. Users can set a time limit for claiming a lead before it is automatically redistributed to the next available team member or partner.
4. Integration with Third-Party Applications:
Big Purple Dot integrates seamlessly with various third-party applications, such as Optimal Blue’s API for accurate product and pricing information, and Mailchimp for enhanced email marketing capabilities.
5. Custom Reporting:
While some users have noted limitations in reporting capabilities, the software does offer robust reporting tools that provide actionable insights, helping users track email performance and lead engagement.
Monthly Subscription Fees: Big Purple Dot charges a monthly fee for its software, with some sources indicating that fees likely start at around $40 per month per agent.
Free Trial: A free trial is available, allowing potential users to evaluate the software before committing to a subscription.
1. Live Webinar Trainings:
Daily live webinars are available to help users understand and utilize the software effectively. These sessions cover various features and best practices for maximizing the software's potential.
2. Dedicated Success Coach:
Each user is assigned a dedicated success coach who provides personalized support and guidance, helping users get the most out of their contact database and marketing campaigns.
3. Video Tutorials:
A library of video tutorials is available, covering a wide range of topics such as setting up email templates, using the call dialer function, and managing status tags. These tutorials provide step-by-step instructions to help users navigate the software.
4. Ongoing Support:
The support team is available to assist with any issues or questions that arise during the use of the software. Support can be accessed via phone or email.
Data Encryption: All data transmitted and stored by Big Purple Dot is encrypted to prevent unauthorized access. This ensures that sensitive information remains secure during transmission and while at rest.
Access Controls: The platform implements strict access controls to ensure that only authorized personnel can access sensitive data. This includes password protection and role-based access to limit data exposure.
Firewall Protection: Information is stored on servers located behind a firewall, which acts as a barrier to prevent unauthorized access from external threats.
Regular Security Audits: Big Purple Dot conducts regular security audits to identify and address potential vulnerabilities. These audits help maintain the integrity and security of the system.
Regular Updates: Software platforms often release regular updates to improve functionality, add new features, and address any bugs or security vulnerabilities. These updates can be scheduled on a monthly, quarterly, or as-needed basis depending on the development cycle and user feedback.
Managed Updates: Updates are usually managed by the development team, who prioritize changes based on user feedback, technological advancements, and security requirements.
Development and Testing: New features and fixes are developed and rigorously tested in a controlled environment to ensure they do not introduce new issues.
Staging Environment: Updates are deployed to a staging environment where they can be tested in a setting that closely mirrors the production environment.
Deployment: Once testing is complete, updates are rolled out to the production environment. This can be done during scheduled maintenance windows to minimize disruption to users.
User Notification: Users are often notified of upcoming updates and any expected downtime. Release notes are provided to inform users of the changes and new features included in the update.
Data Ownership:
User Rights: Users have the right to access, update, or request deletion of their personal data. This can typically be done directly within the account settings section. If users are unable to perform these actions themselves, they can contact Big Purple Dot for assistance.
Retention of Data: Big Purple Dot retains personal data only as long as necessary for the purposes outlined in their privacy policy. This includes compliance with legal obligations, resolving disputes, and enforcing legal agreements and policies. Usage data is generally retained for a shorter period unless it is used to enhance security or improve functionality.
Service Providers: Third-party service providers employed by Big Purple Dot have access to personal data only to perform tasks on behalf of Big Purple Dot. These providers are obligated not to disclose or use the data for any other purpose.
Data Portability:
Right to Data Portability: Users have the right to be provided with a copy of their personal data in a structured, machine-readable, and commonly used format. This allows users to transfer their data to another service provider if they choose to do so.
Requesting Data Portability: Users can request data portability by contacting Big Purple Dot. The company may ask users to verify their identity before responding to such requests to ensure the security of the data transfer process.
Compliance with GDPR: For users in the European Economic Area (EEA), Big Purple Dot complies with the General Data Protection Regulation (GDPR), which includes provisions for data portability. Users in the EEA have additional rights under GDPR, such as the right to object to data processing and the right to restrict processing.
Adding Users: Businesses can grow by recruiting and managing new team members using Big Purple Dot's software. The platform allows for easy addition of new users, ensuring that as your team expands, the software can accommodate the increased number of users and leads.
Customizable Plans: Pricing typically falls within a mid-range bracket, with costs varying based on the number of users and specific features required. Payment is usually on a monthly or annual basis, providing flexibility for different business sizes.
Contract Renewal:
Contracts are typically renewed on a monthly or annual basis, depending on the subscription plan chosen by the user.
Users may be presented with additional terms relating to specific purchases before confirming the transaction. These additional terms will also govern the transaction.
Cancellation:
User-Initiated Cancellation: Users can end their use of the Big Purple Dot service at any time, for any reason. If users do not agree with the Terms of Service or any changes made to them, they must immediately stop using the service.
Company-Initiated Cancellation: Big Purple Dot may terminate a user's access to the service if they breach the Rules of Acceptable Use or any other important terms of the service. The company may also withdraw the service with reasonable notice.
Post-Cancellation: Upon termination, Big Purple Dot may delete or modify any information held about the user. Users will lose any rights to use the service or access its content, except for any pre-orders in progress.
GDPR Compliance: Big Purple Dot complies with the General Data Protection Regulation (GDPR), which governs data protection and privacy in the European Economic Area (EEA). This includes provisions for data access, portability, and the right to be forgotten.
CCPA Compliance: The software also complies with the California Consumer Privacy Act (CCPA), which provides similar protections for residents of California, including the right to know what personal data is being collected and the right to request deletion of personal data.
