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

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

Add Real Power with a CRM Dialer

A customer relationship management system turbocharges your business as soon as you start using it. You suddenly have the power to know who your customers are as soon as they call you, and you’re in a position to know what they need before they know it themselves. Everybody on your team is working from the same data all the time and you can easily pull up reports that let you know which people, campaigns, and products are performing the best for you, and which ones need some help.

What more could you ask for?

How about a dialing system that takes the work and stress out of making calls, and lets your sales people make up to 300 calls every day, and then gives you a report on the results, all at the touch of a button? That’s the power of using a CRM dialer as part of your customer relationship management system.

Why Not use the Old Dialer?

You may have an older dialing system in place, one that’s worked pretty well for you in the past, so why replace it? The number one reason to dump the old dialer and to upgrade to a CRM dialer is efficiency. An integrated customer relationship management dialer is an essential enhancement for your system if you have a business that makes outbound calls. Your old dialer can make the calls for you, but most do little, if anything, more than that. You want something that’s going to improve your bottom line.

Consider these Points

There’s no doubt that both marketing and sales are numbers games. Contact is an essential component of building customer relationships. The more contact you have with your customers, the more opportunities will arise. More opportunities translates into more sales.

Making contact with customers and generating sales follow a specific process. The more you can simplify and streamline this process, the more time is freed up for your sales team, allowing them to be more productive.

Your team can make calls with a single mouse click, and they’ll know the name of the person they’re calling when they do. This enhances customer service and increases the chance that you’ll turn new contacts into customers.

Even More Benefits

Another important factor to consider is that a CRM dialer can do a lot more than just make calls. It’s tied into your entire customer relationship management database, and it provides you with another source of useful data that you can use to make essential decisions for your company.

Be able to instantly view reports that let you know when a call was made, who made it, and who received it.

Track different campaigns with close ratio reports so that you can monitor which of your campaigns are the most effective.

Use CRM dialer reports to help you decide where you should be putting your money and where you are wasting it.

Get the Total Package

With all that a CRM dialer can do for you, it only makes sense to have one as a part of your total customer relationship management package. It will save you time and money far beyond its cost, and your customers will experience a new level of customer service with your enhanced CRM capabilities.




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