• Overview

• Features

• Benefits

• Lead Management

• Marketing

• VOIP Phone Support

• Demo

• Purchase

Mortgage Manager CRM Benefits

An effective CRM helps increase sales and customer retention while generating more leads and providing management with the tools needed to keep pace with industry demands. The Mortgage Manager CRM solution delivers benefits focused on your specific needs because it was created from day one with the mortgage industry in mind. This gives Cimmaron a substantial head start over other CRM software that must be watered down enough to cater to a variety of industries. Cimmaron has used this distinct advantage to create mortgage software with an extensive list of benefits that generic CRM software can't match.

Customer Retention - Now more than ever protecting your customer base is critical to the success of your business

• Develop client loyalty by using automated marketing campaigns
• Set reminders to follow up with your clients
• Easily retrieve and view loan status information for quick answers to your client's questions.
• Track detailed client notes and activity history

Lead Management - Track and analyze your lead sources

• Track detailed lead source information
• Report on the cost effectiveness of your lead vendors
• Run reports on turn downs, close rates, etc.
• Closely monitor staff productivity and easily move leads between users
• Dynamically distribute leads to your staff

Marketing - Generate high-quality leads

• Send out customized web based e-mail marketing
• Broadcast marketing collateral to targeted client lists via e-mail, fax, or regular mail
• Built in newsletter functionality allows you to effortlessly and affordably send out professionally written, full color newsletters
• Orchestrate marketing campaigns
• Analyze results and generate custom reports

Sales - Improve productivity and increase revenues

• Replicate proven sales methodologies
• Deploy data needed to close sales
• Manage correspondence and send multiple attachments from a single screen
• Schedule follow-up activities and manage tasking

Customer Service - Gain a better understanding of your customers

• Improve customer satisfaction
• Tap into a complete view of your client including end-to-end loan status
• Achieve higher customer retention
• Drill down to critical customer data to deliver immediate responses to your customer inquiries

Management - React to market trends and better analyze data

• Assign tasks to loan officers and monitor progress through detailed reports
• Track user productivity
• Combine CRM data with information retrieved from your loan origination software to obtain a truly comprehensive view of your customer base
• Optimize and automate team task assignments
• Retrieve and track detailed client correspondence
• Generate custom reports