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

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

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

How can a CRM help your small business?

There are two parameters that decide the fate of any business:

1).Acquiring new customer (Lead Generation and New Customer Acquisition) and
2).Providing excellent customer service to existing customers (customer retention.)

 Whether it’s a large or small business, the rules remain the same.

CRM software has been around for more than a decade but its use was restricted to businesses having national or international presence. In today’s world were the competition is fierce and customer demands high, even the small business needs to work aggressively and innovatively.

For some time now, small companies have kept themselves isolated from CRM, presuming that it is only for bigger companies. Since 2010, CRM technology has evolved considerably, thereby destroying the idea of it being a complex system with extensive data base, difficult to manage and hard to learn.Onsite CRM is the perfect small business CRM, which offers affordable solution for small businesses. Features like a fast dialer, auto e-mailer, and responsive design makes Onsite CRM the best CRM software both for large and small businesses.

Ways in which CRM can help small business?

 i.) Lead Conversion: Increase in number of quality sales. Better profile management of prospective and existing customers will boost the number of sales. This system too helps you to get referrals from the existing customer through follow-up emails.

 ii.)Customer Retention: Better customer service over a long period. Long term relationship and loyal customer base as this software allows you to be in touch with existing customers through emails and phone contacts.

iii.) Employee Efficiency & Accountability: A user friendly, intuitive and simple interface like in OnsiteCRM helps your sales team as well as front desk employees provide better customer service. Analyzing the efficiency of sales team becomes uncomplicated and one can even keep a track his own performance on daily basis. Therefore, one becomes accountable for achieving his set targets.

iv.)Marketing Strategy: Based on solid data available over time you can analyze and determine tactics or strategies producing better results than the one which are complete waste of time. Hence, it plays a decisive role in your marketing strategy too.

v. )Revenue Increase: With better employee efficiency, quality customer acquisition and retention, better marketing strategies and excellent customer service revenue are surely going to rise provided you implement this system with proper planning and train your employees regularly.