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Mortgage Manager CRM Features

Mortgage Manager CRM gives you the tools you need convert your leads to clients, manage your loan pipeline, and automate client and referral partner marketing.

Many mortgage software applications only focus on one phase of the sales process, forcing you to piece together a complete solution by purchasing and integrating several different applications. One for lead distribution, another for e-mail marketing, another for CRM, document management and so on.

A core design goal at Cimmaron is to bring together all the tools and features our clients need into a single, affordable, easy to use solution.

Manage Clients

  • Easy to use, intuitive search features allow you to quickly find targeted clients and drill down into screens that present detailed views of your client data.
  • View your client's complete history including phone calls, e-mails, presentations, and notes from the Client Activity screen
  • Capture detailed loan information to help you qualify your prospects
  • Schedule future commitments and follow-ups
  • 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, or customer presentations

Manage Leads

  • Integrate lead data from your corporate website and landing pages
  • Use Live Lead Integration to automatically import Internet lead provider data in real time
  • Use workflow automation to distribute leads to your loan officers
  • Use dashboards and reports to stay on top of your lead pipeline
  • Trigger auto-responders, new lead notifications, and drip marketing campaigns the instant new lead data arrives

Manage Marketing Campaigns

  • Integrate with Microsoft Exchange and Office 365
  • Create your own optimized drip marketing campaigns
  • Automate client mail merging, e-mails, and faxes
  • Assign prospects and clients to a series of pending tasks, such as phone calls, faxes and follow-up calls with a single click.
  • Track campaign results in detailed reports
  • Streamline your marketing processes

Manage Loans

  • Tie CRM data to your LOS application to allow for on-demand loan status reporting
  • Seamlessly export your client prospecting information to your LOS
  • Automatically synchronize the current loan status values, 1003 data, and other vital loan information from your loan origination software, including Calyx Point®
  • Track loan information from beginning to end as it moves through your LOS
  • Build detailed pipeline reports

Manage Marketing Broadcasts

  • Link to mortgage newsletter vendors to easily keep in touch with your clients
  • Create e-mail, fax, or direct mail marketing blasts and campaigns
  • Select customers using advanced search features to define search criteria
  • Monitor results to ensure all e-mails and faxes were successfully sent to targeted customers
  • Track broadcast activity history at the customer level
  • Select multiple files to be sent in a single broadcast, including mail merge documents, images, or marketing collateral in PDF format.

Manage Time

  • Schedule appointments, phone calls, e-mails, and faxes
  • Synchronize calendar data with Microsoft Outlook
  • View and manage To-Do lists for yourself and other team members
  • Create calendar views with month, week, and day at-a-glance displays
  • Utilize custom business rules to generate To-Do items based on your customer data

Manage Users

  • Control feature access by user or department
  • Configure user roles and rights
  • Automatically track user preferences over time in order to optimize the user experience
  • Store user information for personalized mail merges or e-mails

Mortgage CRM Software | Mortgage CRM Software Features | Mortgage CRM Software Benefits

Mortgage Software Lead Management | Mortgage Software Lead Distribution | Mortgage Software Lead Integration

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Cimmaron Software, Inc.   16885 West Bernardo Drive, Suite 345, San Diego CA 92127   Toll Free: 855.306.9506    Fax: 619.342.8244
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