Mortgage CRM Software & Mortgage Contact Management Solution
Lenders are a rare breed indeed. The best lenders have great people skills, they
understand the business and give relevant and timely advice, of course they are
good with numbers, and they are extremely organized.
Well, some of them are organized. The rest of them have hundreds of sticky notes
all over their desks at work and at home, and you should see their cars! These poor
souls are so good with clients and numbers, but they can’t see the money they are
leaving on the table by not being organized.
Mortgage professionals, in particular, need to be ultra organized. Detailed client
notes and timely follow up will not only make their lives less frantic, it will
put more money in their pockets. Proper contact management is the key.
A generic CRM will not work for the mortgage industry. AllClients was originally
written as a Mortgage CRM software solution to help keep the lender in control of
Besides being super easy to use, lenders will love the “White Board” feature that
allows them to see the clients they are currently working with on the computer,
just like they are used to seeing it on their white board.
AllClients, a superior contact manager, will help the lender stay organized by reminding
him or her to follow up with the client who wants to refinance several weeks or
months in the future. They can set a reminder and then forget it. When that time
rolls around, a to-do reminder will pop up and tell them to go get the deal. All
the transaction details are stored on a single screen for easy entry and easy access.
One of the best features in AllClients is the Referral Tree. Lenders know how important
referrals are to their business and how it is important to cultivate and reward
referral partners. The Referral Tree will show the lender who their best referral
partners are in a simple, visual format.
The smart mortgage professional combines their own talents and the use of a smart
Mortgage CRM to maximize their business potential.