Bringing Mortgage Professionals Services They Need

Despite a big improvement in technology over the past decade, few small and mid-sized mortgage companies have fully realized its benefits. Businesses have been built piece by piece over time, and marketing and customer relationship management tools tend not to function as a single system.

As some brokers will admit, they lack the expertise and […]

See Why Persistent Contact Matters

The Figures on Persistent Contact

Automated follow up is hugely important for loan officers and realtors, and there are several strong statistics to back that up. Here is a selection of recent figures that show the importance of follow ups:

2% of sales are made on the first contact.
3% of sales are made on the second […]

4 Simple Ways to Keep Your Consumers Engaged

Social media works best in simplicity. You don't need paragraphs or pages telling consumers about what makes your company the best... In fact, the exact opposite seems to work best for online marketing! Notice that twitter only allows you to post 140 characters! (That is less than just this section of the post!) You don't even need to post every hour! One to two posts a day will actually keep your consumers engaged the most!

Organizing CRM Data

Based on your goals, develop a detailed list of questions that need an answer. These questions can be as simple as what form of communication fits best with this client?

Building a Relationship with your CRM

Just like building a business, building a working relationship with your CRM isn't going to happen immediately.

Choosing a CRM Software for Your Company

First and foremost, when choosing a company to use for CRM software, you need to figure out what your business requires from the CRM software. Make a list of precise and attainable goals for your CRM software to maintain and accomplish. In your list, also include what functions are necessary for your companies success, what functions would be nice to have, and what functions do not have any use for your company. Once you have narrowed down what to focus in on and what to throw out, you are in a great position to select a CRM software that will be best for your company.

But I Already have a CRM, why do I need software?

Why is CRM software a necessity for your company? Because you are already using it... every way you store and connect with a client is some from of CRM, “Customer Relationship Management.” The only difference between whatever way you are maintaining your clients information and using CRM software is using CRM software is more efficient and allows you to be even more successful at maintaining your relationships with your clients.
June 8th, 2014|CRM|0 Comments|

Top 10 Countdown – The Most Important Reasons for CRM

10. Don’t forget the Past

CRM allows you to track all the communications between you and your clients. Especially when you have multiple employees working on the same projects, this constantly updated systems keeps everyone on the same page. You’ll be able to resolve more conflicts quickly and efficiently when you know the exact escalation […]

March 19th, 2014|CRM|0 Comments|

Top Three Reasons why CRM Software Fail for Mortgage Firms

Customer Relationship Management (CRM) software can be one of the most rewarding investments with the most ROI for your company. However, like any type of system, if you do not know how to use it correctly, it will not be effective. When it comes to putting together an advertisement on television, you call video […]

March 19th, 2014|CRM|0 Comments|

2014 Trends for Online Marketing

A new report from EMARKETER, says that the US retail industry will spend $9.42 billion this year on paid digital media alone. By 2017, that number is expected to grow to $13.5 billion, representing a 10.5 percent compound annual growth rate.

1. Mobile Connected Devices Creating New Social 

There is expected to be 24 BILLION CONNECTED […]