Keeping Compliance Regulations in place
While strategizing mortgage marketing activities, keeping in mind the compliance regulations is necessary. You should adhere to all sorts of mortgage-related compliance regulations and doing this is often difficult as most mortgage professionals are not aware of these compliance regulations. To overcome this struggle SalezShark CRM helps mortgage agents by offering them integrated compliance modules related to mortgages and helps them to stay updated with the most latest compliance regulations like FHA, HUD, and VA. SalezShark CRM offers you an easy way to stay updated with the latest advancements in compliance regulations and the chances of missing any compliance regulations become negligible. By keeping in mind these compliance regulations mortgage professionals can create highly effective mortgage marketing campaigns and ensure that no lines are crossed which also helps in keeping various mortgage operations aligned with the industry’s best practices.
Get high-quality borrowers
Being mortgage professionals your primary goal is to get relevant borrowers. SalezShark simplifies this by automating your complete lead management process. It automates all stages of your lead management cycle such as lead capturing, nurturing, and conversion. In order to get high-quality borrowers, it simplifies your lead capturing process by automating it. It enables you to capture loan inquiries and applications from multiple sources such as digital, phone calls, email, social media platforms, lending marketplaces, and so on in a few clicks. By deploying SalezShark CRM the need of logging on to every platform individually to capture loan inquiries is not required. In a single sign-in to SalezShark CRM, you can access all leads captured from various platforms and arranged in the SalezShark system. Hence your time is getting saved, and also the loss of leads while manually importing from multiple sources is zero.
Automate mortgage-related workflows
SalezShark Commercial mortgage CRM helps loan agencies in automating their daily tasks. It enables loan professionals to create automated workflows related to loan and mortgage processes. For example, once all the leads enter the system at that time if the follow of leads is high, then it gets difficult to score them and distribute them manually among loan professionals. Here you need the power of automation provided by the SalezShark CRM that allows you to set up any rule or parameter in the system that automatically gives a score to the lead on the basis of its relevancy and distribute leads automatically to loan professionals based on their area of expertise and skills in managing the leads. The lead distribution in a loan process can be also among sales agents, underwriters, fraud control units, and so on.
Besides lead distribution SalezShark mortgage CRM also helps loan agents in planning their daily loan-related activities by automating daily tasks, scheduling various activities like calls, emails, meetings, etc. in order of priority enhancing the daily productivity, and helping loan officers in closing more loans quickly. This business loan CRM not only makes the job of loan officers easy but also helps borrowers in signing or uploading any sort of paperwork online. This ease of interaction enhances the borrower’s user experience and helps you grow your pipeline as your borrowers can submit queries and documents faster, leading to faster loans. Hence by deploying SalezShark CRM you not only close loans faster but also accurately facilitate your daily loan-related operations and marketing efforts.