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Description
Avoid relying on generic tools and instead enhance your technology framework with consumer analytics that are recognized as industry standards and capable of propelling your business forward. Make use of analytics tailored specifically for the real estate sector to gain insights into who is relocating and the timing of their moves. This revolves around significant life changes and expert analysis of the behaviors associated with the moving process. Gaining a deeper understanding of your audience will positively influence every facet of your business operations. Embrace a data-driven approach and flourish with our specialized analytics program designed exclusively for the real estate industry. Discover vital information about your prospects and customers, including factors such as home value, household size, whether they are renters or buyers, income levels, household composition, age, gender, and more. Additionally, delve into a comprehensive understanding of your audience’s financial landscape, covering aspects like health considerations, household savings, net worth, discretionary income, types of mortgages, loan categories, and investment strategies. By leveraging this wealth of information, you can make informed decisions that drive growth and success.
Description
Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$150 per month
Free Trial
Free Version
Pricing Details
$29.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Audience Town
Country
United States
Website
www.audiencetown.com
Vendor Details
Company Name
Continuity Programs
Founded
1973
Country
United States
Website
www.continuityprograms.com/mortgage-financial-marketing/
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
