Challenges And Solutions

Loan Officers often juggle too many systems and lose track of leads and their status. Studies also show they usually lack the tools they need to effectively follow-up and nurture their leads. And they need tools that help them manage their business and track their progress against their goals.

Mortgage CRM

Our CRM for loan officers brings control and efficiency to your business and helps you stay on top of opportunities and meet your goals.

• Manually add a new lead
• Filter leads
• Use lead tags to stay organized
• Track leads by Pipeline stage
• Edit a group of leads
• Add Birthday or transaction anniversaries to a lead
• Reactivate a deleted lead

Marketing Automation

Many studies show agents do not respond quickly enough to leads, losing opportunities as a result. This problem is easily solved with Marketing Automation that’s closely integrated with our CRM. You can make the most of every opportunity and convert leads at a higher rate and keep all your leads – even those from other systems – in your account.

• Send custom emails to your leads
• Customize your drip campaigns
• Set up automated greetings
• Adjust your marketing automation rules (turning drip campaigns on and off)
• Create email blasts
• “Smart Content” sends listing recommendations based on your leads’ search behavior and listing criteria you choose

Optima Leads – Mobile App

You can’t afford to lose track of leads and their contact information. And you need to stay informed about their level of activity and understand their interests to have informed conversations that move them to closing with you instead of your competitors. It’s all possible with Optima Leads, included with all of our agent plans:

• Receive push notifications
• See what’s catching your leads’ interest
• Manage your workload and associate tasks to specific leads

Real World Examples

To make the most of your opportunities, every new lead requires the right follow-up and content based on where they came from and what their interests are.

The following examples show how easy it is to achieve this with our agent CRM solution. In each case, your leads are automatically engaged with relevant content, not generic drip emails. You’ll also keep an eye on their activity on your mobile device and track their progress in your CRM so you always know what your next move is.

Paid Ads

If you pay for ads through services like Zillow and Trulia, you need to keep those leads returning to YOUR site and not somewhere else. Your new leads from Zillow, Trulia and over 30 other third-party services enter your account automatically. With campaigns set up for the zip codes you target, you’ll automatically deliver relevant listings and market content to each lead based on the ads they came from.

Referrals

Referrals are a huge part of your business but how do you make the most of each and every one? Set up automated referral campaigns with a “nice to meet you” introduction email with your bio and other information that potential buyers would find helpful, giving them a reason to be interested in working with you. And let them know you’ll keep them up-to-date on what’s happening in the market. The remainder of your automated email campaign will handle the rest!