An LOS system is great, but what happens before and after loans are actually originated? Where did you find the customer? How long did you build the relationship. AND, what will you do after closing to make sure they remain your customer for life? Finding new prospects is expensive and difficult. A database marketing solution could be the best investment you ever make.
The AddressTwo® Mortgage Lending Plugin
This plugin expands the powerful, yet simple AddressTwo small business CRM software with tools specific to the mortgage industry. By building on the AddressTwo platform, you can make use of all the features native to AddressTwo—including customer notes, autoresponders, sorting & segmenting, follow-up reminders, and collaboration tools. In addition, the Mortgage Lending Plugin adds functions that are unique to mortgage industry:
- Organize and sort your customer and prospect list using pertinent data—including over 25 mortgage-specific details such as DTI, LTV, interest rates, loan amounts, properties, occupancy, credit scores, and more.
- Automate your sales and marketing with our easy-to-use, automated email marketing tools, sales automation and follow-up task reminders.
- Get a jump-start on your marketing with content from the Influence of Marketing™ content store. Several mortgage-specific materials are already available, with more added all the time.
See AddressTwo in action with these short videos: