Best 2016 CRM For Mortgage

Mortgage companies have some unique tracking and contact needs. Typically a mortgage company needs to contact and follow through with new prospects and existing prospects in various stages of conversion. Mortgage companies also need to contact and follow through with both existing clients and previous clients who may need or want a new loan. While there are many ways to approach initiating and maintaining this type of contact, a good customer relationship management package is your best solution.

The Onsite CRM system not only offers you excellent customer relationship management, we also offer software that can save you time, money, and a lot of headaches by helping to manage all of your contacts simply and efficiently. Not only can we provide you with a state-of-the-art CRM system, but our system goes beyond simply tracking contacts by providing you with an integrated vertical system that handles everything, from first contact right through to the end of the process. The use of a single, integrated, intuitive system will improve your overall efficiency and your bottom line.

A Powerful CRM System

Onsite CRM has the power you need to handle it all. First, we offer you a complete customer relationship management system that allows you to track your leads, inquiries and clients across every department in your company, and even across multiple office locations. This means that anybody in your operation can enter data about a client and everybody else who has access will instantly be able to view and to utilize that information. This keeps your company looking first-rate because everybody is on the same page and the client never has to provide you with the same information twice.

Completely Integrated Verticals

The next big benefit we offer is an integrated mortgage system. Onsite CRM puts everything at your fingertips, making it easy to manage and track calls and results. You no longer need one application for your front office and another one for everybody else. Onsite does it all in a single neat, clean package.

With our integrated verticals you can track a client and get a snapshot of where that client’s account stands. You can easily track not only current status, but also any follow-up that’s been done, what is still required, accounts that need to be escalated and everything else you might need or want. Follow-up is automatic and can easily be done without the need to jump from one system to the next, a great savings of time and money, while at the same time reducing the number of opportunities for errors to be introduced into your data. The less you handle it, the greater the integrity of your data is going to be.

Drip Email Campaigns

We know your emails are important to you, and a great email drip campaign is an important part of your mortgage business. Onsite CRM has partnered with SMTP to give you the best delivery service available for your email campaigns and provide you with the best possible overall experience. SMTP is a top-notch company with over a decade of history delivering emails and making sure they get where they need to go. They are publicly traded and have set the standard that all other email delivery services strive for. Their record is unmatched in the industry. Consider these facts: SMTP reaches more in boxes than any other service around. It’s a fact that even when clients have requested information, 22% of business emails never make it to the client. SMTP has the highest rate of deliverability in the industry, so don’t let your drip campaigns go down the drain; work with a partner that really delivers. Stop wasting time and money on emails that get dumped into the SPAM folder. Let us make sure your message is delivered to the customer or prospect.

Get in Touch to Get Started

Contact Onsite CRM now and move into the world of full-spectrum CRM and totally integrated verticals. Stop costly errors and wasteful jumping from one application to another. Let Onsite handle it all to save you money every day. After all, you deserve the very best!

Article Resource - https://www.onsitecrm.com/blog/best-2016-crm-for-mortgage

Your Guide to Technology for Business

The technology and processes in today's digital world are constantly changing. Systems that are currently working for your business may not work for you in the future. Therefore, it is imperative that you are always planning ahead.

KEEP YOUR DATA & INFORMATION SAFE

Although the digital age has brought numerous benefits for businesses, it has also brought on risks of cyberattacks. No company is immune to these types of attacks, so it is important to have technology in place to prevent them. You are inevitably putting your company’s data and information at risk by not making this a priority. Making cybersecurity a priority will save your business in the long run.

SCALE YOUR BUSINESS WITH TECHNOLOGY

Despite the advanced business forecasting tools on the market, nobody can predict the future. Because of this, it’s important that your business invests in technology that can help your company scale up and scale back when it needs to. Consider investing in scalable bandwidth for your company to facilitate growth.

STAY UP TO DATE ON TECH TRENDS

The world of technology is constantly changing, and your business needs to be able to change along with it. By always making sure your software, hardware, and other technologies are up to date, you’ll be sure not to fall behind and will keep your business relevant in the future. Additionally, many applications, such as cloud-based technology and various software programs, update automatically, ensuring your business is always set up for success.

STREAMLINE YOUR WORKFLOW

The more buttoned-up your business is, the better equipped it will be to handle any future circumstances. By equipping your business with fast internet and dependable phone systems, you’ll have the communication tools necessary to improve productivity and ensure your business is as efficient and effective as possible.

CREATE CUSTOMER EXPERIENCE & RETENTION

At the end of the day, your customers are what will keep your business alive in the future, so it’s essential that you do everything you can to provide them with positive experiences when they interact with your company. Let Onsite CRM help with keeping track of your customers and ensuring the longevity of your customer relationships.

INNOVATE WITH TECHNOLOGY

Gone are the days that businesses need to guess if their efforts are working and resonating with their audience. With Onsite CRM reporting, businesses can see which tactics are working and which are not. You can even view customer spending habits to gauge the wants, interests, and needs of your consumers. This kind of insight allows businesses to plan for the future.

INVEST IN YOUR EMPLOYEES

The key to a successful company is to invest in the right people, so it’s imperative that you do what it takes to keep them around. Nothing is more frustrating to an employee than not being able to get your job done due to technological obstacles. Make sure that your employees receive the right training on new software. If employees have fast internet, phone systems, and other technological tools to easily and quickly communicate with one another, they’ll be much better at their jobs and much more satisfied.

In order for technology to best future proof your business, it needs to be a part of a comprehensive strategy that ties into your business goals. Don’t just purchase the latest and greatest technology because it’s “cool” or trendy. Make sure it serves a purpose.

Article Resource:-http://www.onsitecrm.com/blog/your-guide-to-technology-for-business

The Future of Student Loan CRMs

GET AHEAD AND AUTOMATE YOUR STUDENT LOAN BUSINESS

Here at Onsite CRM we have created a Student Loan CRM that not only enables growth through a streamlined process, automation, reporting, etc. our CRM also has full performance model compliance configured into the platform.

Through diligent research we have found that the performance model states that fees cannot be charged to the client prior to services. Funds can be suspended from the client into a savings or escrow account of which are still the client’s monies. Therefore, this suspending of funds secures payment for our customers and thus justifies rendering services. Once services are rendered, the proof of the completed consolidation is visible within the CRM. The escrow account currently holding the customers funds is now triggered by the CRM to release the funds to the student loan consolidation company. The customer is notified that services have been rendered and payment received. The industry now stays profitable, the customer is protected from fraudulent servicing companies, and we capture tremendous market share.

An added value with the Onsite CRM Student Loan Platform is we have financing built into the platform. We are the one and only CRM with built in financing. This presents incredible value to the student loan company using our solution since now rather than charging high fee’s to the customer looking to reduce their student loans of which are already in financial hardship. They now can offer their customer a low monthly payment (2 year term) of which the first payment is not due until after their student loans are consolidated. Therefore, the customer is never out of pocket for more than what they are paying for their student loans for any given month and the student loan company received their payout within 48hrs of the customer signing the agreements. This financing model is also compliant since the customer is never out of pocket before the services are rendered and yet, the student loan company gets paid immediately.

Disclaimer
Onsite CRM is NOT an attorney or governing agency. The issues discussed on our blog post are for educational purposes only.  

Article Resource:-http://www.onsitecrm.com/blog/the-future-of-student-loan-crms

The Future of Student Loan CRMs

GET AHEAD AND AUTOMATE YOUR STUDENT LOAN BUSINESS

Here at Onsite CRM we have created a Student Loan CRM that not only enables growth through a streamlined process, automation, reporting, etc. our CRM also has full performance model compliance configured into the platform.

Through diligent research we have found that the performance model states that fees cannot be charged to the client prior to services. Funds can be suspended from the client into a savings or escrow account of which are still the client’s monies. Therefore, this suspending of funds secures payment for our customers and thus justifies rendering services. Once services are rendered, the proof of the completed consolidation is visible within the CRM. The escrow account currently holding the customers funds is now triggered by the CRM to release the funds to the student loan consolidation company. The customer is notified that services have been rendered and payment received. The industry now stays profitable, the customer is protected from fraudulent servicing companies, and we capture tremendous market share.

An added value with the Onsite CRM Student Loan Platform is we have financing built into the platform. We are the one and only CRM with built in financing. This presents incredible value to the student loan company using our solution since now rather than charging high fee’s to the customer looking to reduce their student loans of which are already in financial hardship. They now can offer their customer a low monthly payment (2 year term) of which the first payment is not due until after their student loans are consolidated. Therefore, the customer is never out of pocket for more than what they are paying for their student loans for any given month and the student loan company received their payout within 48hrs of the customer signing the agreements. This financing model is also compliant since the customer is never out of pocket before the services are rendered and yet, the student loan company gets paid immediately.

Disclaimer
Onsite CRM is NOT an attorney or governing agency. The issues discussed on our blog post are for educational purposes only.  

Article Resource:-http://www.onsitecrm.com/blog/the-future-of-student-loan-crms

Student Loan CRM Compliance

Here at OnSite CRM we have implemented a solution that not only resolves the fears of regulation but also facilitates growth by leveraging automation and reducing the “cost” barrier for our student loan customers. This is an exciting and revolutionary platform that will change the way you do business. We are offering more opportunities and forward thinking to reduce issues with coming regulation in the student loan consolidation industry.   

The Fear of Regulation

As you may or may not know, student loan consolidation falls under the guidelines and regulations of the debt industry, which was set forth by the CFPB. The Debt Industry falls under what is called a performance model. This model outlines that a customer cannot or will not pay for services until the services are rendered. Therefore, applying this concept to student loan consolidation, it would state that a customer should not be charged until their student loans have been consolidated. Due to the infancy of the industry, the cost and resources required to consolidate student loans, in conjunction with the high default rate within the industry, all of this would lead to tremendous losses to a student loan company and therefore making the industry unprofitable. These are the very real fears that are sweeping the industry today since regulation is on the horizon and approaching the industry at a rapid pace.

The Solution

Here at OnSite CRM we have created a Student Loan CRM that not only enables growth through a streamlined process, automation, reporting, etc. our CRM also has full performance model compliance configured into the platform.

Allow us to explain...

We have learned that the performance model states that fees cannot be charged to the client prior to services. Through diligent research we have found that funds can in fact be suspended from the client into a savings or escrow account of which are still by definition the client’s monies and therefore this suspending of funds secures payment for our customers and thus justifies rendering services. Fast forward a few days and now we see that services are rendered and proof of the completed consolidation is visible within the CRM. The escrow account currently holding the customers funds is now triggered by the CRM to release the funds to the student loan consolidation company. The customer is notified that services have been rendered and payment received. The industry now stays profitable, the customer is protected from fraudulent servicing companies, and we capture tremendous market share.

Added Benefits

An added value with the OnSite CRM Student Loan Platform is we have financing built into the platform. We are the one and only CRM with built in financing. This presents incredible value to the student loan company using our solution since now rather than charging high fee’s to the customer looking to reduce their student loans of which are already in financial hardship. They now can offer their customer a low monthly payment (2 year term) of which the first payment is not due until after their student loans are consolidated. Therefore, the customer is never out of pocket for more than what they are paying for their student loans for any given month and the student loan company received their payout within 48hrs of the customer signing the agreements. This financing model is also compliant since the customer is never out of pocket before the services are rendered and yet, the student loan company gets paid immediately.

Article Resource:-http://www.onsitecrm.com/blog/student-loan-crm-compliance

Best Practices to make CRM a success for a small business

As a business owner, if you have invested in customer relationship management (CRM tools) then you would like to make the most out of your money spent. This system is used to collect and organize data which is often used for integration of emails, documents, jobs, faxes, scheduling and sales/profit spreadsheets. There is a need of CRM software in every business that makes it a successful and usable tool. Here are some of the best practices that are required for a small business:

Preparing period ought to be considered as a fundamental minute

Most of the time training programs are treated as a school lesson by the employees – some employees may think of it as a waste of time while others may use it as a chance to relax. Be careful that this type of situation does not happen in your organization. Considerable investment is being made by you in your small business crm software so you can be assured that everyone will take the training process seriously.  

Use each segment of the system rather than swinging to distinctive ones

Excel, which is a classic spreadsheet program, is the favorite program of the sales teams everywhere, but if you have invested in the CRM tools then these will be best used by you. If you want your investment to be respected by the team members, then you have to encourage your team members to use each and every part of a CRM tool. Help your employees out by highlighting the ways so that new CRM tool can surpasses the old system capabilities.

Process every single new lead utilizing the CRM framework

Once it is clear that your staff has complete knowledge of the CRM software, the next step is to educate the sales team on new lessons using these tools. It will be best to integrate the system immediately as the transition period from other technology might be stressful.

Have a conversation with most active users

Whenever the technology is introduced, there are usually one or two members who embrace it. Take feedback about what features they like/don’t like, and any difficulties they encounter. This feedback will help you to discover the needs of the system that will make the system ideal for your company. 

Attempt a framework that draws in the client specifically

As you refine your usage, consider direct engagement because the best CRM practices focus on the client. Try to find out the things that customers like such as updating their information or giving you more detail in their profile. Many customers will respond to this level of management in the age of social media.

Cross-reference with customer online networking profiles

Social Media buzz about companies can be tracked by some CRMs. Bringing the clients and social media at every point should be included for the best CRM practices. The details should be collected from social media profiles so as to make the relation long term.

You will make commitment to your business success by investing in CRM systems to make your sales team more productive. These CRM practices will help you ensure that your effort is rewarded. 

A new approach CRM for Banks

OnSite CRM for Banks

Maintaining excellent relations with your client base and potential clients is important to the success of any bank.  OnSite CRM is the premier customer relationship management platform that helps you do exactly that. Step up to a total management package that provides everything you need in a straightforward, easy-to-use form. OnSite CRM for banks brings you a powerful system for lead management software managing contacts as well as containing all of the forms you need to be successful.

 A Powerful CRM System

OnSite CRM has the power you need to handle every aspect of your banking crm for tax company business. Our customer relationship management system leads the industry with everything you need to track leads, inquiries and clients. It keeps abreast of progress and developments, allowing any professional in your banking network to step in and finish a deal or a transaction if the original agent cannot. The platform also lets anybody in your operation can enter data about a client or contact from any location, and as soon as the information has been input everybody has access to it, according to the security levels you set. This functionality keeps everyone on the same page and keeps you looking good.

A Seamless System

OnSite CRM puts everything at your fingertips, making it easy to manage and track calls and results for one employee or an entire office full. Better yet, your receptionist, administrative assistant or other office  personnel can use it along with everyone else, so notes and messages can go into the system instead of scraps of paper that end up getting lost just when you need them most. OnSite CRM for banks brings everything together in a single neat, clean package, with all the information resources, forms, and tracking that anyone in your bank might need. Not only that, this user-friendly, intuitive system lets everyone in the bank get up and running quickly and easily. No complicated manuals and no training hassles.

Drip Email Campaigns

A drip email campaign is the heart of many banks and can be a great way to bring in new clients if you can get your email through to your prospects. OnSite CRM provides you with the best solution in the industry through a partnership with SMTP. You won’t be able to find a better email experience. SMTP is a first-rate company with more than 10 years of success at delivering emails; they always make sure that every single email gets where it needs to go. The company is publicly traded and is the epitome of the standard that all other email delivery services strive for. Their delivery record is unmatched in the industry and emails sent via SMTP reach more in-boxes than any other service out there. This means you won’t be launching any more expensive campaigns only to have your emails end up flagged as SPAM, which is what studies show happens to 22% of business emails even when clients have requested information. You can now rest assured that your drip campaigns won’t go down the drain; your email will reach as many potential clients as possible when you send it using OnSite CRM.

Contact OnSite CRM now and leap ahead of the competition with user-friendly, fully-integrated verticals for your bank. It doesn’t matter if you have one location or hundreds – this platform will work for you! Stop costly data errors before they start and keep everyone on the same page and in the same application. Let OnSite CRM handle all your needs and simplify your life while improving your customer management and bumping up your customer acquisition, all while saving you money every day. Bankers can close more deals and give a big boost to your bottom line with this great customer relationship management platform. Give it a try – you won’t regret it!

Article Source -http://www.onsitecrm.com/blog/crm-for-banks