Mortgage Manager CRM Features

Mortgage Manager CRM delivers a customer-centric view that falls in line with your business model. An effective CRM helps increase sales as well as customer retention while generating more leads and providing management with the tools needed to keep pace with industry demands. Mortgage Manager from Cimmaron Software allows you to:

Manage Clients

• Easy to use, intuitive search features allow you to quickly find targeted clients and drill down into screens that present detailed views of your client data.
• View your client's complete history including phone calls, e-mails, presentations, and notes from the Client Activity screen
• Capture detailed loan information to help you qualify your prospects
• Schedule future commitments and follow-ups
• Create custom screens with an unlimited collection of user defined fields
• Powerful customer messaging features allow you to e-mail, fax, or print content from a library of marketing collateral, mail-merge documents, or customer presentations

Manage Time

• Schedule appointments, phone calls, e-mails, and faxes
• View and manage To-Do lists for yourself and other team members
• Create calendar views with month, week, and day at-a-glance displays
• Utilize custom business rules to generate To-Do items based on your customer data

Manage Loans

• Tie CRM data to your LOS application to allow for on-demand loan status reporting
• Seamlessly export your client prospecting information to your LOS
• Automatically synchronize the current loan status values, 1003 data, and other vital loan information from your loan origianation software
• Track loan information from beginning to end as it moves through your LOS
• Build detailed pipeline reports

Manage Marketing Campaigns

• Create your own optimized marketing campaigns
• Automate client mail merging, e-mails, and faxes
• Assign prospects and clients to a series of pending tasks, such as phone calls, faxes and follow-up calls with a single click.
• Track campaign results in detailed reports
• Streamline your marketing processes

Manage Marketing Broadcasts

• Link to mortgage newsletter vendors to easily keep in touch with your clients
• Create e-mail, fax, or direct mail marketing blasts and campaigns
• Select customers using advanced search features to define search criteria
• Monitor results to ensure all e-mails and faxes were successfully sent to targeted customers
• Track broadcast activity history at the customer level
• Select multiple files to be sent in a single broadcast, including mail merge documents, images, or marketing collateral in PDF format.

Manage Users

• Control feature access by user or department
• Configure user roles and rights
• Automatically track user preferences over time in order to optimize the user experience
• Store user information for personalized mail merges or e-mails