While doing business you will develop a large set of critical contacts – leads,
qualified prospects, committed clients and other key partners that contribute
to the home buying and financing process. Each contact is a critical player and
one that must be managed effectively for you to maximize their value to your
business. With ManageContacts, our contact management module, you will easily:
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Upload existing contacts stored in Excel, Outlook, ACT! or other contact
management applications you may already be using
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Move contacts through the sales process from prospect to lead to closed loan
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Manage your critical referral partners throughout the loan process by including
them in key communications
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Search for any contact on your database
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In a competitive market you need to maintain an edge over your competitors. By
providing your current, past, and prospective customers with information that
is relevant to them throughout the home buying or re-financing process, you
will ensure that you are top of mind when a home buying or financing need
arises.
ManageCampaign enables you to automate many of these tasks so that nothing
falls through the cracks. Whether your communications are related to the
mortgage process or more creative marketing promotions designed to increase
lead conversion, the Manage Campaigns module allows you to:
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Easily create new campaigns targeting your current clients, partners and/or
prospects
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Segment or target your campaigns to only those clients or prospects you feel
are relevant to a particular campaign
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Edit existing campaigns or add new campaigns
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Schedule campaigns for a one-time send or trigger them based on a set of
business rules which you define
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ManageReports provides you with a view into your database – who are your contacts and what stage of the process are they in. The software includes pre-built reports provide you with a quick overview of your contact and marketing data the system includes three sets of reports:
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Mortgage Reports – understand what your production looks like. Quickly know the answers to common questions like:
- What is your most common interest rate?
- What is the ratio of your purchase to re-finance loans?
- What geographic area are most of my loans derived from?
- What is the most popular source of my leads?
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Marketing Reports – provides you instant access to how your mortgage and marketing communications are performing. Whether you are e-mailing leads, current and past customers or partners, have the results of those campaigns at your fingertips at all times. You will immediately know who is opening their e-mail and who is clicking through on a particular link – all providing you with key information as you try to grow your business and expand your referral network.
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Pipeline Statistics – probably the most powerful reports in the system. The pipeline report provides you with instant insight into your business at any point in time. Pipeline stage reporting quickly identifies potential issues and opportunities at each stage of your loan process, for exampe:
- Are you doing a good job converting your leads?
- Are your pre-qualified leads applying for pre-approval in a timely manner?
- Are you efficiently closing loans or are clients sitting in the in-process stage too long?
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