CRM For Mortgage Companies

Mortgage companies have some unique tracking and contact needs.
Typically a mortgage company needs to contact and follow through
with new prospects and existing prospects in various stages of
conversion. Mortgage companies also need to contact and follow
through with both existing clients and previous clients who may need
or want a new loan. While there are many ways to approach initiating
and maintaining this type of contact, a good customer relationship
management package is your best solution.
The Onsite CRM system not only offers you excellent customer
relationship management, we also offer software that can save you
time, money, and a lot of headaches by helping to manage all of your
contacts simply and efficiently. Not only can we provide you with a
state-of-the-art CRM system, but our system goes beyond simply
tracking contacts by providing you with an integrated vertical system
that handles everything, from first contact right through to the end of
the process. The use of a single, integrated, intuitive system will
improve your overall efficiency and your bottom line.
Onsite CRM has the power you need to handle it all. First, we offer you a
complete customer relationship management system that allows you to track
your leads, inquiries and clients across every department in your company, and
even across multiple office locations. This means that anybody in your operation
can enter data about a client and everybody else who has access will instantly
be able to view and to utilize that information. This keeps your company looking
first-rate because everybody is on the same page and the client never has to
provide you with the same information twice.
The next big benefit we offer is an integrated mortgage system. Onsite CRM
puts everything at your fingertips, making it easy to manage and track calls and
results. You no longer need one application for your front office and another one
for everybody else. Onsite does it all in a single neat, clean package.
With our integrated verticals you can track a client and get a snapshot of where
that client’s account stands. You can easily track not only current status, but also
any follow-up that’s been done, what is still required, accounts that need to be
escalated and everything else you might need or want. Follow-up is automatic
and can easily be done without the need to jump from one system to the next, a
great savings of time and money, while at the same time reducing the number
of opportunities for errors to be introduced into your data. The less you handle
it, the greater the integrity of your data is going to be.
We know your emails are important to you, and a great email drip campaign is
an important part of your mortgage business. Onsite CRM has partnered with
SMTP to give you the best delivery service available for your email campaigns
and provide you with the best possible overall experience. SMTP is a top-notch
company with over a decade of history delivering emails and making sure they
get where they need to go. They are publicly traded and have set the standard
that all other email delivery services strive for. Their record is unmatched in the
industry. Consider these facts:
SMTP reaches more in boxes than any other service around. It’s a fact that even
when clients have requested information, 22% of business emails never make it
to the client.
SMTP has the highest rate of deliverability in the industry, so don’t let your drip
campaigns go down the drain; work with a partner that really delivers. Stop
wasting time and money on emails that get dumped into the SPAM folder. Let us
make sure your message is delivered to the customer or prospect.
Contact Onsite CRM now and move into the world of full-spectrum CRM and
totally integrated verticals. Stop costly errors and wasteful jumping from one
application to another. Let Onsite handle it all to save you money every day.
After all, you deserve the very best!
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