Mortgage Manager CRM Features

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 Leads

• Integrate lead data from your corporate website and landing pages
• Use Live Lead Integration to automatically import Internet lead provider data in real time
• Use workflow automation to distribute leads to your loan officers
• Use dashboards and reports to stay on top of your lead pipeline
• Trigger auto-responders, new lead notifications, and drip marketing campaigns the instant new lead data arrives

Manage Marketing Campaigns

• Create your own optimized drip 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 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 origination software, including Calyx Point®
• Track loan information from beginning to end as it moves through your LOS
• Build detailed pipeline reports

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 Time

• Schedule appointments, phone calls, e-mails, and faxes
• Synchronize calendar data with Microsoft Outlook
• 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 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