The Anywhere
Customer is looking for information on
the internet at all hours of the day and
night.
They are using their home
computer, work computer and smart phone.
They expect immediate answers and up to
date information. They are busy and
increasingly want to interact with you
through your website and their personal
devices. You will lose them in an
instant if you cannot immediately and
automatically serve them.
When
they go to your website they want to
feel like they know you and that you
have local expertise and great service.
If your website is a one-stop shop of
valuable information including a loan
application, real time status page and a
place to upload and download loan
documentation you have a home run for
the modern borrower.
But how do
you easily put information on your
website and what do you do with the data
from borrowers coming from your website?
If this is a manual process it’s just
not worth the time and investment,
right?
Everywhere CRM
implies that your customers have 24/7
access to information critical to their
ongoing relationship with you and
your company. Information that
they would normally not be able to
access unless they pick up the phone and
call someone (not an option at 2am in
the morning).
The only way to
deliver Everywhere CRM to the Anywhere
Customer
is to provide a
seamless push/pull of data between your
web site and your internal CRM.
Everyhwere CRM requires an integrated
"Portal" where your customers can peer
into your CRM and get the results they
need any time, any where, everywhere.
|
Introducing Portal iQ…cutting edge
Corporate, Branch and LO websites
integrated with Mortgage iQ, the most
robust CRM system for the Mortgage
industry.
Some of the features and
benefits of this combined powerhouse:
- Customizable External Business
Alerts that drive loan status (or any)
information out to your borrowers and
partners
|
-
Customizable Internal
Business Alerts that tell
you when a customer has
completed an action, hit
your site, missed or passed
a milestone
|
- Full
Loan Application on your
website that downloads into
the Mortgage iQ CRM system
|
- Ability
for borrowers to upload
documents securely and
automatically attach them to
their loan record in
Mortgage iQ
|
- Ability
to post notes and documents
to your website through your
CRM so that your borrowers
can interact with you
|
- Meaningful
drip marketing to your
prospects before, during and
after the loan
|
But
what if your website is integrated with
your Loan Origination System (LOS) already? Here are just a few of
the reasons why that’s NOT enough:
|
|
- Your LOS
is designed to handle loans
. . .
NOT leads
|
- Your
LOS is not designed to
automatically assign or
re-assign leads
|
- Your LOS is not equipped
with proven contact management
tools for tracking and
managing all the communication with the borrower during
the origination process such
as e-mails, phone calls and
follow-up meetings
|
- Your
LOS is not designed to effectively
market to your prospects (or
your customers for that
matter)
|
Visit our homepage for
more information on Mortgage iQ, Portal
iQ and the other innovative programs
from CRMnow. Or
Attend a Webinar and see a live
demonstration.
|
