If you have a CRM—fantastic, just make sure you’re using it consistently and taking advantage of all the most pertinent features.
I also recommend integrating your CRM into all of your marketing to reduce manual data entry and lost leads, while helping you stay on top of sales opportunities.
This includes sign-up forms on websites, landing pages, and anywhere else online that clients can enter their own contact information to get in touch with you.
If you don't have a CRM, you need to get one ASAP.
A CRM will help you manage leads, contacts, partners, vendors, and more.
You can see everything from background, email history, events, opportunities, etc. With a CRM, you are able to collect and organize data about contacts’ behaviors, score them based on interactions, prioritize leads that are hottest, get alerts for
follow-ups, automate communication with borrowers, Realtors® and other partners, and much more.
At leadPops, my team and I have worked with (and done integrations for) just about every mortgage CRM out there. I know the good, the bad, and the ugly when it comes to functionality and price points.
To make your life easier, here is a list of some of the top CRM companies in the mortgage industry:
David Hay
VP Marketing, eRates Mortgage
"Replacing our traditional landing pages with leadPops has had an immediate impact on our lead conversion rates. Over time we have experienced a 25% to 35% increase in conversions which makes the ROI on the product outstanding."
Erika Gaytan
"Amazing company to work with!!! LeadPops has advanced marketing strategies that I use to boost my business and the business of all of my referral partners; and I especially appreciate how quickly I got the help that I needed so my funnels went live without a hitch. Thanks especially to Lindsay who was so kind and took the time to make sure I had all of my questions answered. I highly recommend leadPops to everyone!"
Nick Fending
"Response, assistance, education and product is top notch. Extremely affordable - I’m saving $200 a month for a better system in every way. My realtor partners are loving the possibilities. Can’t say enough great things!"