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Cimmaron Loan Modification Manager
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Loan Modification Manager CRM Features

The Loan Modification Manager combines a full-featured CRM (customer relationship management) solution, automated marketing, document processing, and lead management around a set of screens and workflow created specifically for the loan modification industry.

Contact and Pipeline Management

  • Search your pipeline using the Contact Finder screen to quickly filter your database and drill down into screens that present detailed contact data views
  • Display your client's complete history including phone calls, e-mails, faxes, and notes
  • Capture a detailed financial profile using the Financial Worksheet screen
  • Use built-in calculators to view debt ratios and propose options to your prospects
  • Schedule follow-up calls, e-mails, and other activities
  • Integrate with your VOIP phone system for Click to Dial and voice recording
  • View ToDo items for yourself or your entire team via the Calendar and Interactive ToDo list screens
  • Import Contact data and synchronize with Microsoft Outlook
  • Create custom screens with an unlimited collection of user defined fields
  • Powerful customer messaging features allow you to e-mail, fax, or print content from a library of marketing collateral, mail-merge documents, and web-based e-mail templates

Lead Management

  • Import lead data from lead providers, built-in web landing pages, your own website forms, or Microsoft Excel
  • Instantly send out auto-responder e-mails as soon as the lead hits the database
  • Launch automated drip campaigns
  • Notify account executives when new leads arrive via e-mails, text messages, and new lead pop-up windows
  • Create customized lead groups and setup rules to determine lead distribution
  • Reassign leads when account executive response does not meet time-to-contact standards
  • View Dashboards and Pipeline Reports for a complete view of your contact database

Lender Management

  • Access and maintain a list of lenders and lender contacts
  • Link lenders to client cases
  • Automatically send client case documentation to the lender
  • Track a complete history of lender negotiation communication
  • Schedule follow ups and milestones with the lender

Automated Marketing

  • Create your own drip marketing campaigns
  • Send out bulk e-mail blasts to targeted contact lists
  • Use mail merge features for your direct mail marketing needs
  • Assign prospects and clients to a series of pending tasks, such as e-mails, text messaging, faxes, and follow-up calls with a single click
  • Track campaign and e-mail broadcast results in detailed reports

Document Management

  • Drag and drop files from your workstation and e-mail attachments directly to contact screens
  • All contact documents are available for outbound e-mail and fax messages through point and click assignment and automated transaction campaigns
  • Files are indexed and automatically backed up each night
  • Fax integration with eFax makes inbound fax assignment and outbound faxing quick and easy
  • Generate bar coded fax coversheets for full client and lender document automation

Manage Users

  • Control feature access by user, department, and branch
  • Configure user roles and rights
  • Add new users or lock users out of the system with the User Manager security features
  • Automatically track user preferences over time in order to optimize the user experience
  • Store user information to personalize e-mails templates and mail merge documents

Loan Modification CRM Software | Loan Modification CRM Features | Loan Modification CRM Benefits

Loan Modification Software Lead Management | Loan Modification Software Lead Distribution | Loan Modification Software Lead Integration

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