OnSite CRM for Mortgage Companies

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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.

• OnSite CRM for Mortgage Companies

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• 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.

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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
clients account stands. You can easily track not
only current status, but also any follow-up
thats 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. Its a fact that even when
clients have requested information, 22 of
business emails never make it to the client.
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SMTP has the highest rate of deliverability in
the industry, so dont 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. 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! For
More information about Lead Management Software
feel free to visit onsitecrm.com/customer-relati
onship-management-the-human-side/