Stay in Touch" Mortgage System:
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Customized mortgage database, layout, reports and templates |
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Step by step instructions to run reports and create and send letters |
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Installation and training |
Features:
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Develop a detail record for each client/prospect/referral source |
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Retain critical information on your clients' loans (rate, type of loan, loan amount) |
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Track your monthly closing |
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Track the source of your referrals |
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Send "Stay in Touch" e-mail or letters to your partners and clients |
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Send standard form letters which project your companies' image |
Benefits:
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Quickly respond to clients - information at your fingertips |
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Manage information - contacts, calendar and communications |
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Automate reporting and scheduling - closing reports in minutes |
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Increase your sales - don't lose touch with your clients |
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Improve your time management skills - don't forget an appointment |
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Target specific markets - find all clients within a specific interest rate range |
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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.
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