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Mortgage CRM and Lead Management / Sales Force Automation
Manage your prospects with our online Lead Generation System. Our mortgage
CRM system enables you to update your contacts, track your sales pipeline and manage
your leads. The mortgage CRM system also enables you to track what your
prospects are doing on your web site. Know when they log in, what they search,
how long they stay on your web site and what their real estate and mortgage needs
are. Receive email alerts when the prospects visit your web site and set-up drip
email marketing campaigns. |
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Manage Contacts and Sales Pipeline
With our mortgage CRM system you can easily manage your sales pipeline and update
the status of each lead and customer. You can schedule your follow-up tasks
with our online calendar system and forecast your sales pipeline.
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Mortgage Dashboard with Online Calendar to Track Activities
With our online Calendar, your can track the status of your prospects and daily
activities.
As a business owner, you have insight into your company’s activities and schedules. |
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Auto-responders & Email Marketing
Our mortgage CRM system includes email auto-responders that are sent to your prospects.
Each auto-responder can be customized to include your logo, graphics and content.
You can send nice looking, professional HTML emails to your clients with relevant
content.
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Import Batch Leads
Need to import a large database of prospects or customers into your mortgage CRM
and marketing system? You can easily map your database fields and import
other databases from any Access Database, Microsoft Outlook, Calyx, Encompass or
any LOS provided the data is in a comma-separated file. |
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Import Leads
Quickly and easily add new contacts and leads to your mortgage CRM system. With
just one-click you can add new prospects to mortgage CRM system. |
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Marketing Automation & Drip Email Marketing
Our Mortgage CRM system included a fully integrated email marketing engine that
allows you to create and send email marketing campaigns to existing clients and
new prospects. Either send out. Track what your prospects are doing on your
web site. Know when they log in, what they search, how long they stay on your web
site and what their real estate and mortgage needs. Receive email alerts when the
prospects visit your web site. |
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Choose from Professional Looking Email Marketing Templates
Our email marketing system includes a large selection of professional looking email
templates designed specifically for the mortgage industry. Choose from
our template library of HTML emails or create your own using our email marketing
system |
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Stay Current with Mortgage News and Market Updates
The mortgage CRM system includes a dashboard of the latest mortgage news and Market
updates so mortgage professionals can stay informed on what is happening within
their industry. |
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