Client Retention Management (CRM)

Mine the Diamonds in Your Own Backyard

It’s just as important to work with Clients from the past as it is to find Clients for the future. Unfortunately, this critical task often gets lost in the activity of working current loans, meeting new Client’s, and reaching out to Realtors.

Believe us when we tell you that we understand the challenge.

It’s in an effort to solve this dilemma that we invested an immense amount of time in developing our Client Retention Management (CRM) System. This system makes the impossible possible.

It’s a very sophisticated system that was built from the ground up for ease of use. Our CRM can:

• Interface with our Loan Origination System (Calyx Point). No more double duty, double entry, double the frustration.
• Sort by rate, program, date, address, or any number of other categories.
• Automate file update notices to Realtor(s), Borrower(s), and tile companies.
• Set future reminders for Realtor(s), and Borrower(s), to let them know what’s going on in the market, changes you’ve made, or just to check in and see how things are going.
• Set reminders by rate categories, loan amounts, or just by age.
• Built in lead interface with a pricing engine for third party vendors.
• Many, many, many other options available.

With our CRM System Managing those clients from the past will never be easier. Don’t miss out on the opportunity in your own backyard.