Follow Up System

Streamline your follow-up systems

 

• Grow your refinance pipeline
  Use your refinance opportunities report and alerts as prompts to reach out to clients who are prime candidates for refinances. Even if they choose not to proceed, you’ve solidified your relationship by educating them about their options.
• Never miss another chance for new business
  Take advantage of business alerts, notifications and reminders to contact prospects about opportunities that are relevant to their needs. This can include everything from new loan programs to criteria changes that may affect their ability to qualify for a loan.
• Solidify your position as a resource
  Send clients annual equity reminders and notify them about loan milestones as a way to both keep them informed and strengthen your value as a trusted resource. You never know when a communication will result in new business or a hot referral.
• Build your information library
  Have ready access to borrower transaction history, information that may prompt you to reach out to clients with new loan or refinance options. The more you know about your clients, the better you can tailor opportunities to meet their needs.
• Customize your follow-up activities
  Use customizable groups and drop-downs to schedule follow-up communications with specific clients, e.g., those whose loans closed five years ago or whose rates are over six percent. You can also employ this functionality to communicate with groups of prospects, such as people you met at a particular networking event.
• Never outgrow your system
  Whether you have 100 people in your database, or 1,000, you’ll always be able to follow up with them in a seamless manner due to the scalable nature of your system. Add as many contacts as you can; your follow-up efforts will never be adversely affected.

Team Accountability

• Easily keep track of everything that’s happening with your loans
  A visit to your dashboard will provide a quick pipeline summary of the status of your outstanding loans. You and the members of your team will always be “in the know,” so you can keep clients up to date and address any glitches in the process.
• Dig deeper for more detail
  From your summary page, one click will take you to a detailed list of all the interactions occurring with each purchase or refinance transaction. If you like “one-stop shopping,” you’ll love having access to all your loan details in one place.
• Eliminate double data entry
  Import loan files from Calyx or Encompass every day without having to spend valuable time manually making entries or updates. Your information will always be current, and you’ll minimize the time it takes to accomplish that.
• Be on top of all your loans
  Since all loan updates occur in real time, and are captured in reports and dashboards, you can rest assured that the information at your fingertips is the “latest and greatest.” This eliminates the need to track down your team members to receive status reports and facilitates accountability on their part.

Time & Task Management

From helping you manage your time and juggle multiple “balls” to having access to client information and communicating with your team—and more—technology has transformed the way you do business. Those who are most successful will take advantage of the best systems and organizational tools to work smartly and as efficiently as possible.

• Organize your day Make the most of every minute by using the calendar management feature to schedule appointments and keep you on track. Prioritize your activities and set reminders to ensure you’re always where you say you’ll be.
• Assign and track tasks Never again wonder who’s working on projects or how they’re progressing. Delegate work based on available bandwidth and stay up-to-date on how things are going to ensure no task gets overlooked.
• Increase quality time with qualified prospects Adjust your schedule to ensure you’re spending your valuable time with the prospects most likely to become clients. Time is a commodity that must be effectively parceled out to ensure maximum ROI.
• Track loan progress Use the loan progress checklist to ensure you’re on track with every loan. Never inadvertently skip a step or fail to perform a required task in a timely fashion.
• Follow-up more efficiently Schedule specific blocks of time to carry out follow-up activities, rather than leaving them to chance. The more organized your days are, the more likely you’ll complete all the items on your daily to-do list.
• Streamline meeting scheduling Use the team calendar to schedule meetings, so everyone knows when the group will get together and they can plan other activities around those meetings. This function also makes it easy to schedule recurring meetings, i.e., 4-5 p.m. on the third Wednesday of the month.
• Enjoy access flexibility Access your CRM dashboard 24/7, from your mobile device of choice, iPhone, iPad, Droid, or Blackberry. Whether it’s the middle of the night, or you’re on the go, you can always access the information you need to support your time management efforts.

Social Contacts

• Enhance your ability to develop relationships Keep all the social information about your clients and partners in one place, along with all the traditional information you need to sell effectively. The more you know about your contacts, the greater chance you have to establish long-term relationships with them.
• Access information at the your fingertips Quickly be able to see clients’ addresses, Zillow appraised values, and other information that can provide you with a way to start or maintain a dialogue. Being informed is a great way to differentiate yourself from other loan officers.
• Follow the buzz As your relationships build, all interactions between your contacts and your team are tracked in one complete 360 view. Everyone can learn a lot by following team activity, including who’s having the most success with relationship development.
• Be socially aware You can see your contacts’ activities on social media sites, check their titles on LinkedIn and find mutual friends on Facebook. By communicating with them on a more personal level, and exploring commonalities, you increase the chance that they’ll do business with you.

Workflow Automation

• Automate your sales and loan processes Gone are the days when you had to remember to manually follow through on the many steps involved in making a sale or closing a loan. Use workflows to automate routine tasks; just schedule when you want them to happen.
• Manage any business process Use automation to manage the processes that used to take up so much of your time: sales, marketing and loans. Free yourself to focus on other business-building or revenue-generating activities.
• Build sophisticated multi-step processes Create custom processes that integrate with any system, without requiring assistance from IT experts. Workflow tools are only valuable if they save you time by doing exactly what you need them to do.
• Easily and quickly automate your business processes You don’t have to be a computer genius, or even have access to an IT department, to be able to effortlessly automate your business processes. You’ll be prompted to provide all the information necessary to get started, and the software does the rest.

Chatter

• Enhance collaboration Using Chatter on your mobile device will make you and your team more collaborative and more productive, which will help you win more business. Share insights, offer suggestions and make sure everyone is “in the know.”
• Generate status updates Consider this as your team’s own personal Facebook, without all the extraneous unsolicited information. Ask everyone to post their status so the whole team knows who’s working on what.
• Give your business a boost Because status updates are seen in real time, they offer an opportunity for team members to respond immediately with helpful insight. You’ll never be “going it alone,” but will have instant access to recommendations from trusted resources.

Mobile CRM

• Maintain productivity when you’re out of the office Quickly access your tasks, calendar, contacts, dashboards, and more in the cloud from your mobile device, so you’ll never miss a step when you’re in the field. You’ll basically be taking your office with you, wherever you are.
• Work in real time Review up-to-the-minute account activity and information so you can offer the most benefit to clients. While there’s value to having access to historical events—which you have—most people are interested in knowing what’s happening right now.
• Exceed response expectations Timing can be everything, and you can provide yourself with a competitive advantage when you respond to hot leads and client requests immediately. You have the chance to demonstrate how time-sensitive you are over and over again. No one likes to be kept waiting!
• Track your goals Regularly access your dashboard on your favorite device so you always know how close you are to meeting and exceeding your goals. When it’s time to celebrate, you’ll know right away.
• Enjoy on-the-go success Make use of the fact that you have instant access to your client data, and you can update records on the fly, look up maps and directions, and respond immediately to leads and requests. No one ever needs to know you’re not in the office.

Email Integration

• Eliminate data entry duplication There’s no need to re-enter contacts from Microsoft Outlook; just sync your software, and voila, all your contacts are in both databases. Save time by not having to perform regular updates to ensure your lists remain current.
• Work from one calendar Do away with the possibility of forgetting to update all your calendars by syncing them, so when you add a meeting or event to Outlook, it automatically appears in your CRM calendar. Never again forget a commitment.
• Maintain an email trail With just a few clicks, you can transfer and archive email from Outlook or Gmail into relevant client history files. Enhance your efficiency by being able to review all client communication in one place.

Email Marketing

All email delivery platforms are not created alike. While they all provide you with the ability to easily communicate with current, past, and potential clients as well as referral sources, you can differentiate yourself by choosing one that offers full personalization options, professionally written campaigns targeted for specific target markets, and the most efficient reminder system.

• Send company branded email messages in text or HTML Personalize your emails with your photo, logo, and contact information to support your branding efforts and ensure they’re graphically memorable. Choose text or HTML formatting to ensure all recipients can view your messages.
• Use high-impact proven templates Ensure your messages don’t go unnoticed by utilizing visually interesting, professionally designed templates that have passed a rigorous testing process. First impressions are important; your message is more likely to be read if it’s presented in an eye-catching way.
• Communicate professionally written messages You’ll never be at a loss for words when you use email marketing verbiage that’s created by professional writers. A strong message, delivered succinctly via compelling language, will get you the results you desire.
• Use emails for specific situations There’s no need to “reinvent the wheel” when you use email to communicate with clients, i.e., sending a needs list, requesting missing documents or updating loan status. Choose the appropriate template and your message goes out in seconds.
• Enjoy message and design flexibility You may be perfectly content to use standard copy and design templates most of the time, but you also have the option of personalizing both the message and look of your emails. All content is editable and the design is customizable.
• Benefit from endless options You can choose from any of our campaigns or create your own—it’s the best of both worlds. We’ve tried to anticipate your every need with our standard templates, but you can also use our platform to communicate your own unique messages.
  

• Communicate efficiently with your entire database

• Send mass emails in seconds Choose one of our email templates or send your own email in a few seconds to your entire database or a group of contacts. It’s never been so easy to get your message out to everyone you know or to a targeted subset.
• Facilitate effortless personalization There’s no reason for recipients to know you’re sending them a mass email. Use the salutation personalization feature to evoke a one-to-one feeling that can help strengthen your relationships with everyone in your database.
• Support your branding efforts Communicating with large groups of people presents the perfect opportunity to strengthen your brand. All your mass emails include your logo and contact information.

• Use targeted drip email campaigns

• Maintain a constant presence Drip email campaigns are the perfect way to stay in touch with leads, prospects and clients. Sending messages that provide valuable information and communicate a marketing message will ensure your pipeline stays full.
• Stay in clients’ lives Don’t disappear after loans close; send clients monthly emails for two years to ensure they don’t forget you. You may choose to ramp up your follow-up efforts by adding a concierge package, sending gifts and greeting cards for three years (or more) after their closing.

Marketing

How are you filling your pipeline? Do you have a system in place to efficiently track your prospects? Are you differentiating yourself as a trusted resource who adds value before and after the sale? Optimize your marketing efforts by harnessing technology in a way that benefits clients and makes you look like a superstar.

• Measure your performance and grow your business Track leads throughout the sales process and get access to all kinds of metrics, including lead volume and pipeline strength. Stay on top of your sales statistics, to ensure you’re on track to attain (or surpass!) your growth goals.
• Track your referrals Get a snapshot of where your referrals are coming from, and see which ones turn into leads and sales. Use that information to ensure you’re appropriately connected with your best referral sources.
• Target your efforts using sphere of influence group categories Determine your various spheres of influence—mortgage brokers, neighborhood connections, past clients, etc.—and then tailor your marketing messages appropriately. Prosper by understanding the importance of personalized communication.
• Create borrower opportunity reports Show potential clients that the American dream of owning a home is within their grasp by outlining their financing options. Borrower opportunity reports are based on current rates, so they never go out of date.
• Provide annual equity review reports Add value for past clients while keeping your name in front of them by sending information regarding their current equity position. This may prompt them to think about selling, refinancing or referring a potential buyer or seller to you…while cementing your position as a valued resource.
• Send post-closing appreciation packages Celebrate this big milestone—buying a home—by sending clients cards and gifts that are completely branded to you. They’ll think of you every time they use their special closing gift.
• Remember clients’ birthdays Demonstrate you care about maintaining an ongoing relationship by using reports and reminders to automatically generate personalized greetings on clients’ birthdays. Everyone likes being feted as they turn a year older.
• Stay connected anywhere, anytime with cloud computing Since your marketing tools and reports live in the “cloud,” you can access them anytime, from anyplace that has an Internet connection. Need to check on something from a beach in Hawaii? At 2 a.m.? On Christmas? No problem.

Analytics

• Make smarter business decisions The easiest way to get the insights you need to make smarter business decisions is by having quick access to relevant information and supporting data. Getting answers to issues that are challenging you can make a big difference in your performance.
• Solve business challenges Are you wondering how to improve lead flow, or conflicted about what activities you should be focusing on? Your business analytics tools allow you to get answers to these questions—and more—and share them with instantly with everyone on your team.
• Manage your day Easily prepare a quick report to prioritize your daily tasks, ensuring you work as effectively and efficiently as possible. Never wonder what you should do next; just consult your task list.
• Focus on referral generation Quickly find your top 10 referral sources so you can focus your outreach on these valuable contacts. Make sure you’re spending your time wisely, communicating with those who’ve proven to be most beneficial as sources of new business.
• Clarify the big picture With CRM analytics, it’s easy to get insights on important questions, collaborate in real time and make the best business decisions based on having a clear picture of what’s working well and what needs to be addressed.

Files & Libraries

• Create a central repository Store, share and quickly access all your documents in one place, including loan applications, approval letters, forms, etc. While paper isn’t likely to disappear from the loan process, having ready access to electronic documents allows you to work smarter and faster.
• Respond quickly to requests for information Dazzle lenders and clients alike by responding to their document requests with lightning speed. Everything you need is just a click away.
• Run more efficient meetings There’s no reason to wait until you’re face-to-face to produce documents that require review. You can send them to your clients or prospects in advance of meetings, so they can come armed with questions after having time to digest them.

Other Key Features

• Gain instant access to Zillow (Only available on Enterprise Version) Use our Zillow app to give you a quick “Zillow estimated home value” for any prospect. You can target pitches more accurately if you’re aware of prospective clients’ current situations, such as the value of their home.
• Generate valuable reports Produce reports that track important data such as business expenses, revenue, referral income totals and sales/business history. Get a handle on what you’re spending, what you’re bringing in and how much revenue you’re generating from referrals, as well as how sales are tracking over time. You can even track your expenses per client, per business contact or per transaction.
• Integrate with Google Apps Cut down on duplicated work by integrating your CRM system with Gmail, Google Docs, Google Calendar and more. This also ensures you have access to the information you need to provide the best service to clients in an efficient, timely manner.
• Receive expert migration and setup services Feel at ease if you’re transitioning from another CRM system, as our team will facilitate the migration process and set up your system so you’re ready to go. You definitely don’t need any tech expertise to get started with CRM.
• Get live customer support You never have to go it alone. If you have questions or need help, reach out to our live customer support. Trained experts are available by appointment between 8:30 a.m. and 5 p.m. Pacific time to address any issues you may face.
• Take advantage of free online training sessions If you’d like some formal training in your CRM system’s functionality, we’ve got you covered. We offer free online training sessions that provide both a general overview and focus on specific system uses.