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SalezShark Commercial Mortgage CRM

Numerous advanced technologies (Machine Learning, Artificial Intelligence, Big data Analytics) have been introduced in the last decade that revamped the work culture of many industries and businesses driving sales, marketing, customer service, and mortgage management. SalezShark commercial mortgage CRM also integrates these technologies in it to deliver an end-to-end commercial mortgage lifecycle management platform for the financial and insurance sector. This commercial CRM solution is devised to cater to the needs of commercial mortgage professionals looking to automate the complex lending process. It empowers them with an advantage to get a competitive edge over their competitors by enabling them to automate day-to-day mortgage marketing activities and improving mortgage follow-up with prospects, clients, and referral partners. Once deployed it can significantly improve productivity and gives the ability to deliver engaging content and maintain mortgage compliance regulations.

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What is the
SalezShark Commercial Mortgage CRM?

Ideally, CRM (Customer Relationship Management) system was devised to centralize the data, and customer interactions, and shorten the manual day-to-day workflows of any business. However, if we talk about commercial mortgage CRM then it is not only limited to client communication, marketing automation, etc. It is way beyond all of this and helps in automating the entire gamut of mortgage management. If you are a mortgage professional then surely you must be facing a few challenges in closing the loan cycle quickly and maintaining a strong pipeline of repeat customers. Most of the productive hours go in vain as you are busy driving the daily mortgage management activities. These manual activities not only reduce your daily productivity but also invite the chances of losing good opportunities. In such a situation you need a solution like SalezShark commercial CRM software that makes the processes of mortgage and loan seamless and simple. By deploying this CRM software you can fetch good quality relevant leads by leveraging form submissions and integrations. SalezShark Commercial mortgage CRM has integrated lead capture forms built that help in capturing leads from multiple sources like websites, landing pages, emails, etc.

As we know ideal commercial CRM software is devised to track leads, manage prospects & existing customers, and centralize the contact database; similarly, the SalezShark commercial CRM software helps you in all such processes and also helps in managing pipelines more efficiently. By deploying this CRM you can simplify your lead capturing process and avoid the chances of losing good opportunities which used to happen while capturing leads manually. By introducing the power of SalezShark automation you not only simplify the lead capturing process by automating it but also helps you in saving a lot of productive hours that enable you to instantly start working on more leads in less time. It makes your job easy in automating all sorts of commercial mortgage-related activities that result in closing more loans swiftly and building long-lasting relationships with borrowers that help in initiating the fresh mortgage cycle again with repeat and referral business. SalezShark is the best commercial mortgage CRM that empowers you with some advanced marketing tactics and automated mortgage-related workflows that makes your job easy in fetching good leads and closing more loans.

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.


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Why SalezShark Commercial CRM software is required?

SalezShark CRM makes it easy for mortgage professionals to build the strongest and most stable relationships with clients/borrowers. It enables you to delight your borrowers by giving them extreme attention and displaying your immense knowledge about their buying preferences and pain points. Also, it helps you in offering your services as a solution to borrowers’ issues. By deploying this CRM you don’t need to think about keeping in mind the tiniest details of customers/borrowers because it automatically records every interaction you make with borrowers which results in making the mortgage process remarkably easier and seamless. It makes your job easy in tracking and managing the percentage of repeat customers/borrowers. Also, it becomes easy for you to analyze where your mortgage marketing efforts doing well and where they are lagging behind. This all becomes quick and easy by leveraging the auto-generated reports on the performance of your mortgage agency and based on that you can plan your future mortgage marketing strategies. So now you don’t need to guess what’s going right or wrong in your business. Simply by accessing these auto-generated performance reports, you can easily gauge where your business doing well. SalezShark CRM also helps in simplifying daily mortgage-related activities by automating them. Especially email process is one of the processes that you need to drive on a daily basis. The mortgage email marketing process is also known as the drip marketing campaign and SalezShark mortgage CRM helps you in automating it. It helps mortgage professionals in sending targeted emails to referral partners and borrowers automatically by scheduling campaigns in advance. It empowers them with the SalezShark email template library, wherefrom they can choose any email template that is highly customized and quickly create emails in a few clicks by using the drag and drop functionality.

Last but not least why the SalezShark CRM is highly essential for your mortgage business is that it helps you in closing more loans faster and helps your customers/borrowers in securing more loans. But now the question is how? SalezShark CRM helps mortgage professionals in leveraging its unique feature of creating a visual sales funnel. By creating a visual sales funnel, mortgage professionals can keep all their prospect borrowers arranged into it from top to bottom. Borrowers with more interactions and with the chances of getting closed into deals can be moved downwards in the funnel and one with fewer interactions are fewer chances of closing into a deal can stay stagnant at the top of the sales funnel. All the borrowers can be moved in the sales funnel easily by using the drag and drop functionality and based on that they can be can arrange and prioritized into the visual sale funnel together. This arrangement of borrowers in the visual funnel helps you in keeping a track of all of them together and you can work on all of them at the same time, without losing touch with them that also enhance productivity and save time. Now by leveraging this visual funnel, you can stay in touch with every borrower constantly which reduces the chances of missing any borrower and you can turn all leads into deals easily. SalezShark visual funnel also helps you in prioritizing your leads and helps you in working on those leads/borrowers first that are at the bottom of the funnel with high chances of closing into a deal and the rest of the leads/borrowers later that may require more efforts.

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