CRM software technology is a rapidly advancing industry, and serves companies of a variety of backgrounds. Meeting the needs of all- from small businesses to large enterprises, and often customizable to meeting a particular company’s unique business needs- CRM software it helps businesses establish and maintain strong relationships with their clients. Specialized CRM software focuses on providing solutions to companies of specific industries, such as real estate or mortgage planning. Mortgage planner CRM provides mortgage planners a strong benefit, as it helps them get ahead of other companies in today’s competitive business world. Mortgage planner CRM provides mortgage planners the ability to research potential clients, speak to them, and offer them valuable solutions. Listed below are descriptions of the top 3 mortgage planner CRM software solutions in the industry.
Top 3 Examples of Mortgage Planner CRM
1) Mortgage Planner CRM (MPC): The selling point of Mortgage Planner CRM is that it offers a mortgage industry-specific system for managing clients, prospects, activities & communications. Mortgage Planner CRM is a customized version of Salesforce CRM- it maintains the same power, speed, and flexibility as Salesforce while catering specifically to the mortgage industry. Mortgage Planner CRM allows for efficient management of the loan workflow, techniques to track and manage clients, effective email marketing strategies, and features that will aid in the facilitation of the sales process. Mortgage Planner CRM also is one of the first to take advantage of the social components of Chatter, offering real-time feed that allows mortgage professionals to monitor loan status and contact updates while sharing ideas.
2) AdviceAmerica CRM: AdviceAmerica is a mortgage planner CRM that aims to help people set and attain financial goals through comprehensive wealth planning. Their product, AdvisorVision, a customizable Web-based product suite, is a collaborative, financial planning software designed by planning professionals for planning professionals. AdvisorVision CRM solutions are wealth planning and relationship management applications that simplify the planning needs of the financial services industry. AdvisorVision is known for its intuitive interface as well as its detailed coverage.
3) Cimmaron Mortgage Manager CRM: A powerful mortgage planner CRM, Cimmaron Mortgage Manager provides an easy and affordable platform for mortgage planners to become more organized and efficient, generate new leads, and manage existing customer relationships. Cimmaron Mortgage Manager guarantees an increase in profits, strong customer retention rate, growth of customer base, and the ability for your company to distribute, track, and market data to potential customers. Some of the features include: marketing campaigns, pipeline management, lead distribution, email broadcasts, to-do reminders, etc.