Have you ever gone back through acquired or purchased leads for your mortgage business and realized that at least 10% of them have never even been contacted? As you do the math, you realized that tens of thousands of dollars have slipped through your fingers. No wonder you can’t even take the vacation that you want!
Leads are the lifeblood of your business and the difference between the top mortgage brokers and those barely surviving is how those leads are managed. Most companies that are barely surviving have no systems in place or rely on antiquated technology like spreadsheets or databases to keep track of their most valuable asset, leads. Thriving, successful businesses have CRM (Customer Relationship Management) software so that a lead is never lost.
What Makes Our CRM Different?
Not all things are created equal, and that includes CRM’s. What Unify different is that it takes lead management to the next level and leaves nothing out. Plus, you will never have to worry about it integrating with the other systems you need because it was designed already integrated. Let’s take a look at how Unify CRM is the only system you will ever need when it comes to lead management and customer interactions and engagements.
- Third Party Integration
No matter whether you have purchased leads or leads created by your own website they can be automatically filtered through your lead management and a campaign started to convert them into a buying client.
- Multiple Lead Groups
Do you have leads coming in that need to be specifically grouped and then have a specific campaign assigned to them? No problem Unify CRM can easily handle that.
- Be Able To Assign A Lead To A Mortgage Specialist
Our system allows you to assign the lead to a specific person and then notify them when the lead has been assigned so that they can take immediate action.
- Have The System Initiate Calls For You
Inside the calendar, you can actually set the system to remind you or have the system call you and then call the lead.
- Currently Working With An Excel Spreadsheet?
Great. We have built in tools that allow you to easily upload your Excel spreadsheet into the system to manage the leads you already have.
- Outlook Sync
Meetings, calls and notes are automatically synced with your email calendar both on your computer and mobile device.
- Track Everything You Do With The Lead
Want to know the last time a potential client was called and not only who spoke to them, but the result? It is one of the main features of our system. You will have to spend time trying figure out who contacted and when you contacted them. It will always be right at your fingertips.
When Only the Best Will Do
If you are going to take the time to invest in a CRM system for your business isn’t it important to find the perfect one that will fit all of your needs? Not all systems are built the same. We designed Unify CRM to be a full suite software so that you will never need anything else.
What have you got to lose? You will be amazed at all the features the system has and the excellent service that has made one of the best in this business. This is an important decision and one that you shouldn’t take lightly. Let us prove to you that Unify CRM is the only solution for you.