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Read what a few of our current clients have to say about MortgagePro CRM
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This is Chris Tabscott, president of Tri-Financial Services, Inc. in Nashville, TN. Thanks for giving me the opportunity to briefly say a few words about the CRM. We run our entire business through the CRM now. I’d say we are logged into the CRM 24 hours a day sometimes. The reason that I started to use the CRM was first and foremost because I wanted a system I could use to track my leads. As an owner I spend so much of my time and money getting the leads in the door. It’s impossible to organize the leads on paper to make sure they all get “worked” (even just the leads that I work).
The CRM helps me make sure that all of the leads are tracked. They are either all imported, or they are all input into the CRM. As they progress, they are tracked through processing all the way. At each stage that the leads go through, every member of the team is tasked so they know what they need to be doing...the proper e-mails, the proper letters are sent out to all of the people that have their fingers in the transactions (real estate agents, title companies...anyone that is involved in the transaction).
I've been trying to find a way to organize my leads for
almost 5 years. Finally I found MortgagePro CRM.
You know, I have a lot of general life benefits as well by using the software. It’s an unbelievable database! Everyone that I know or I am acquainted with is in database now. For example, this morning I’m in Florida on vacation and my wife needed to mail out some cards and there were about 10 friends that she needed addresses for. She just logged onto the CRM from my mother’s computer and looked up the addresses, wrote them on the envelopes, and sent them.
Also, if I ever get a business card from someone, it gets entered into the CRM, and I know that they are being followed up with in a systematic way, and if I ever need to look them up again I know they are there.
This software has helped me greatly at a personal level, but more importantly as a business owner and a loan officer it has tremendously helped my business. I highly recommend the software to anyone who is seriously looking to take their mortgage business to the next level.
Chris Tabscott, President
Tri-Financial Services, Inc.
Nashville, TN
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“Before I found MortgagePro CRM, I had a very difficult time tracking the leads I was generating. The different software programs I used just didn’t give me a clear picture what was happening with all of my leads. I have to assume that some of the leads were falling through the cracks. Plus, it was hard to assign the leads out to be followed up on.
Since I started using MortgagePro CRM, I have been much more organized, and I am finally able to track my leads effectively. I use this software a ton. I have a gal that’s in a completely different state that follows up on all of my leads and schedules my appointments. She doesn’t work out of the same office, but that’s what’s great about MortgagePro CRM. I can assign her leads from my office, and on her end she picks up the leads and begins following up on them. I can go into the software 24-7 and monitor her work on the leads. I can see very easily by looking at the activity logs when she’s following up, how the leads are responding, and if I need to, I can help her out.
I have a friend that still gives out leads to his people, but it’s almost impossible for him to track the leads. This system is GREAT, because I can go into the software and tell what’s going on. If I added some other salespeople, I can give leads to those people and tell exactly what’s going on. It’s a REAL plus and saves a ton of money.
I am very happy with software, and I’d recommend it to anyone that needs to organize and follow up on the leads they are generating. Thank you Infusion Software!”
John Miller
America One Finance Company
Boise, ID
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“The autoresponders have been fantastic! I've already referred
this product to friends and some other mortgage professionals.
And I'll be doing more of that. It has really improved our
image. It’s easy to go in and modify it to your business.
It's a great tool!”
Jared Reagan
Amstar Mortgage Corp.
Carolton, TX |
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“Your products are exactly what I've been looking for! I've
been searching for something like the MortgagePro Website
and Mortgage Pro CRM for the last couple years. Now, to find
them both, I'm really excited. I absolutely love the MortgagePro
Website! It's a beautiful piece of work.”
Chuck Beal
San Diego, CA
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““I tried to use Goldmine to manage my information,
but I was just so frustrated with it because it’s not mortgage
broker specific. Plus, the learning curve on it is really
tough. I had to do so much work to get it to work for me that
I finally just said, “It’s not worth it.” But MortgagePro
CRM is designed specifically for mortgage brokers and it’s
much easier to use. Employees can learn it pretty quick just
by watching the tutorials.”
Bruce Meiklejohn
Santa Fe, NM
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"Reed Hoisington and the people from Infusion are extremely
talented and just a great group of professionals to work with.
Anyone who sees this software program and chooses not to utilize
it in their mortgage business, is... in my opinion, very short
sighted."
Richard Norton
Owner, Ebid Mortgage |
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"Let me tell you, I love this software! The campaigns and workflow triggers automate my work and make me so much more efficient. I'm closing three loans next week and it looks like I'll be hiring an assistant soon. I'm very happy with MortgagePro CRM!"
John S. Farina, Jr.
Single Source Mortgage |
"I’ve been a Loan Officer since 1976 and have never had a system to manage my contact and generate new leads. I heard about MortgagePRO CRM from one of my business associates and was sold on the concept of having a system in place for lead management and generation all in one place without paper. I purchased MortgagePRO CRM and at the same time bought a list that consisted on 2,210 six-month-old leads at 10 cents per lead. I loaded the leads inot the CRM and used the existing campaigns that the CRM had to send out to these people. All in a matter of weeks I received over 80 responses, 32 applications, 14 of them going to title, and 3 in purchasing. I saw the value of MortgagePRO CRM and am very impressed with the support I have received from Infusion Software. I have around 180,000 more leads that I will be adding to the CRM and know it will continue to make me more money and keep in touch with all of my clients.”
Bob Martin
Century Financial Services LLC
Lexington, SC
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