A feature-packed solution is worthless unless the features drive value in the form of cost savings and/or profit.  MortgagePro CRM will do both... quickly.  We regularly hear success stories from our customers describing how MortgagePro cuts costs, makes more revenue, and frees up time. 

In an attempt to "make the software real" for you, these are examples of just a handful of benefits that come with MortgagePro CRM...

Amazing Clients Services . Each new MortgagePro CRM customer is assigned a dedicated Implementation Manager to be the primary point of contact.  Their role is to assist new customers through implementation.  This is done through webinars (online/phone demonstrations), phone consultations with our CRM Experts, a myriad of training videos, and many other resources.  During and after implementation, customers have unlimited access to our incredibly responsive fanatical customer support team.

All the data you need . At any given time, look up a customer or prospect and see what information he has requested, what he has purchased, what campaigns he received in the past, what he is currently receiving, what web links he has clicked on, what communications you've had with him and much more. 

All-In-One Solution . No more double, triple, or quadruple keying or exchanging data across different systems. Loan information, auto-responders, customer details, marketing sequences and responses, lead tracking and progression, and a myriad of other information is tracked in ONE consolidated easy-to-use system.  

Peace Of Mind . MortgagePro CRM is a time-tested, ultra-reliable, and highly secure solution. We host the system and your data in one of the top data centers in the world (a Tier 4 facility). Multiple firewalls, encrypted data, nightly onsite & offsite backups, 128-bit encryption, performance monitors, and a secondary back-up facility provide total assurance.

Anywhere, Anytime Access . Access MortgagePro CRM real-time from anywhere in the world. Multi-location businesses, virtual organizations, remote sales members, at-home workers, and vacationers can effectively work and collaborate using the system simply through a web browser. 

Pull ULTRA-TARGETED lists based on any number of parameters. For example, you may want to send a promotional e-mail or a multi-step sequence to all people in your database who: 1) closed a loan with you; 2) during the past 6 months; 3) attended a seminar; 4) do not belong to your XYZ group; and 5) live in Florida. Point is, the possibilities are virtually endless. Just set the parameters, pull the list and select the desired blast or campaign. The software does the rest.

Assign and track leads . You can automatically assign leads to loan officers, track them through your funnel or pipeline, automatically perform e-mails, tasks and sequences at any point and measure the rate of conversion by company, individual, time period, lead source, etc. 

Tracking communications and interest level . The system will automatically track everything--e-mails sent & received, faxes sent, direct mail sent, etc. It will also track when prospects or customers click on a trackable link that you create. The system also tracks all incoming e-mails through POP e-mail and automatically attaches the e-mail to the contact record. You can put notes of conversations in the system and you can track all tasks or activities related to your contacts.

Create as many multi-step sequences as you want , including steps for direct mail, fax, e-mail, voice broadcasts, and phone calls. The software keeps track of everything--who needs to receive particular marketing pieces and when. Plus, the software automatically sends your faxes, voice broadcasts, e-mails and creates tasks for phone calls that are part of your campaigns. Direct mail pieces are executed by the software using Fulfillment Lists (see below). You can use these mult-step sequences in so many ways, it's scary--order fulfillment, lead follow-up, continuity delivery, teleseminar reminders and more, customer service campaigns, lead warming, and more.  

Track your marketing . You can look at your "Marketing Dashboard" that shows a summary of all marketing activities that have gone out or will go out during a specified date range AND track responses to your marketing.