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Features
Benefits

Stay in Touch" Mortgage System:

Customized mortgage database, layout, reports and templates

Step by step instructions to run reports and create and send letters

Installation and training

Features:

Develop a detail record for each client/prospect/referral source

Retain critical information on your clients' loans (rate, type of loan, loan amount)

Track your monthly closing

Track the source of your referrals

Send "Stay in Touch" e-mail or letters to your partners and clients

Send standard form letters which project your companies' image

Benefits:

Quickly respond to clients - information at your fingertips

Manage information - contacts, calendar and communications

Automate reporting and scheduling - closing reports in minutes

Increase your sales - don't lose touch with your clients

Improve your time management skills - don't forget an appointment

Target specific markets - find all clients within a specific interest rate range

Track calls and business booked - helps to measure performance

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Contact us today to learn more about the Stay In Touch Mortgage System.