Meet Compliance Regulations
Meeting the compliance regulations in the process of loan and mortgage marketing is not an easy job and it’s very critical. Being a responsible lender or a mortgage professional you should be updated with the industry’s most recent compliance regulations and issues. To make it simple for you, SalezShark mortgage CRM software is equipped with integrated compliance modules related to loans and mortgages and helps you to stay updated with these compliances such as FHA, HUD, and VA. SalezShark is the best mortgage CRM that keeps you updated on the latest advancements in regulations. By understanding these compliances you can easily create marketing strategies keeping in mind that no lines are crossed, you are meeting all the compliance regulations, and keeping your loan operations aligned with the industry’s best practices.
Attract high-quality borrowers
SalezShark loan CRM automates your entire lead management process that also involves capturing leads automatically from several portals. It helps you to capture loan inquiries and applications in a few clicks from multiple sources such as digital, phone calls, email, social media platforms, lending marketplaces, and so on. You don’t need to log on to every portal individually to capture loan inquiries. With a single sign-in to SalezShark CRM, you can get all leads captured in the system. SalezShark offers you an option to create self-serve forms and portals that makes the experience of borrowers hassle-free and as soon as they submit any query, you get the notification and can immediately start addressing their issues. SalezShark CRM for loan management helps you in enhancing your engagement with leads on all the channels through follow-up emails, SMSs, phone calls, remarketing campaigns, and so on. Hence by doing so, you can entice high-quality borrowers faster than your competitors.
Automate loan-related workflows
SalezShark CRM for loan management 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.