Adhered to compliance regulations
Adhering to compliance regulations is the most crucial and essential element in the process of loan and mortgage marketing. While creating any loan or mortgage marketing campaign you need to keep in mind all sorts of compliance regulations related to the loan process. Being a responsible loan professional or a mortgage agent you must stay updated with the most recent compliance regulations and issues in your industry. To keep you updated with all sorts of compliance regulations related to the loan process, SalezShark lending CRM software offers you an integrated module of compliance regulations related to loans and mortgages that makes your job easy to stay updated with the recent compliances like FHA, HUD, and VA. SalezShark CRM enables you to stay updated with all the all sorts of latest advancements in regulations. Based on the analysis of these compliance regulations you can easily create marketing strategies and ensure that you are adhering to compliance regulations, and keeping your loan-related activities aligned with the industry’s best practices.
Get quality leads
SalezShark CRM for lenders makes your job easy in managing the leads by automating your entire lead management process that involves lead capturing, scoring, distribution, nurturing, and conversion. When it comes to lead capturing then it is not an easy task to capture leads manually by logging into each platform like social media platforms, emails, landing pages, and so on individually. It consumes a lot of productive hours and reduces productivity. However, by introducing SalezAShark’s power of automation this process of lead capturing gets automated and leads capturing can be done automatically from several portals. It automatically captures loan inquiries and applications from multiple platforms such as digital, phone calls, email, social media platforms, lending marketplaces, etc. No need to log on to every platform individually to get loan inquiries. Simply by signing the SalezShark CRM platform, you can access all the leads captured automatically from multiple sources and arranged in the system. By creating self-serve forms you can enhance the experience of leads/borrowers, so whenever any lead submits any query through the form, you get instant notification and can start addressing their issues immediately. SalezShark CRM helps you to improve your lead engagement on all the portals through follow-up emails, SMSs, phone calls, remarketing campaigns, etc. Hence by driving the lead engagement on all channels, you can fetch high-quality leads/borrowers.
Create automated loan-related workflows
SalezShark CRM works great when it comes to automating daily loan-related activities. It makes the job of loan officers easy in creating automated loan-related workflows. For example, when all your leads get automatically captured and arranged in the SalezShark CRM they can get a score and can be distributed among loan officers automatically too. Manually doing it is not an easy task if your team is huge. In such a situation you need the power of SalezShark automation that automates your lead scoring and distribution process. You simply need to set any rule or parameter in the SalezShark CRM and based on that when new leads enter the system they get scores automatically and get distributed among loan officers. The scoring of leads is based on the relevance of that lead to your business and the distribution of leads is based on the expertise of the loan officer.
Apart from lead scoring and distribution SalezShark CRM also enables loan professionals in automating daily loan-related activities, scheduling various loan follow-up activities such as phone calls, emails, demos, meetings, and so on, which improves the daily productivity and gives the ability to loan officers to close more loans in less time. SalezShark CRM not only helps in simplifying the loan process for loan officers but also enables leads/ borrowers to sign or upload any sort of paperwork online. By offering this interactive platform to both lenders and borrowers SalezShark CRM enhances the borrower’s user experience and helps lenders grow their pipeline as borrowers/leads can submit queries and documents quickly, resulting in faster closure of loans. Hence by leveraging the power of the SalezShark CRM platform loan professionals not only accelerate the loan process loans but also streamline daily loan-related operations and marketing efforts.