SalezShark Real Estate and Mortgage CRM

SalezShark real estate and mortgage CRM is a unique software that caters to the needs of real-estate loan professionals. It helps them to automate the entire real estate loan lifecycle. SalezShark real estate loan CRM in India is devised to simplify the lengthy manual real estate loan process by introducing the power of automation. By deploying this CRM, real-estate loan agencies and agents get a competitive edge over their competitors. It enables them to automate the complete marketing process and accelerate loan follow-up with prospects/borrowers, clients, and referral partners resulting in quick closure of loans. Hence by harnessing the power of SalezShark automation, real-estate loan professionals can easily achieve high productivity, deliver engaging content, and meet compliance regulations effectively.

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How SalezShark Real Estate and
Mortgage CRM help?

Originally, CRM (Customer Relationship Management) software was devised to automate and streamline the daily business sales & marketing activities, customer service, keeping records of customer interactions, storing vital information, etc. However, with the latest advancements in the CRM industry, now CRMs like SalezShark real estate loan CRM in India offer great capabilities to the financial and real estate sector. It helps in managing loans which is just not only driving client communication, and the marketing process but also helps in accelerating and streamlining the real-estate loan procedure for quick closures. Any real estate loan professional today faces a few common challenges which mostly revolve around creating and maintaining a robust pipeline of repeat clients. It has been also observed that mostly real estate loan professionals waste a lot of their productive hours in driving the daily real estate loan management activities. During the process of driving daily real estate loan-related activities, often real-estate loan agents miss good opportunities. To overcome these challenges, SalezShark offers the best Real Estate and Mortgage CRM that makes the job of real-estate loan agents easy by enabling them to create automated workflows for every real estate loan process activity. It helps real-estate loan agents in generating relevant leads by using the feature of integrated lead capture forms that fetches all vital information of the leads once the form is submitted by the borrower/lead. Not only this but by using this CRM you can capture leads automatically from multiple channels such as social media portals (LinkedIn, Twitter, Facebook), websites, landing pages, emails, etc.

The SalezShark Real Estate and Mortgage CRM also enable real-estate loan agents to manage and streamline their pipelines more effectively. SalezShark CRM helps real-estate loan agents capture relevant leads automatically from both social and professional networks, also through various websites and so on. It saves a lot of productive hours for real-estate loan agents by enabling them to automate the lead capturing process that eventually helps them to build strong relationships with more leads in less time. Not only does it automate the process of capturing the leads but also proves to be a great help in automating the daily manual and lengthy real estate loan management activities. It enables real-estate loan agents to create automated real estate loan-related workflows that accelerate the process of closing more loans in less time and building strong relationships with borrowers. Hence, by deploying SalezShark CRM, real-estate loan agents can fetch good leads, and close more loans swiftly.

Maintain compliance regulations

Most real-estate loan agents face the challenge of keeping themselves updated with the latest real estate loan compliance regulations. It is the most crucial and essential element of the real estate loan and mortgage process while driving marketing activities. You need to be very careful at the time of creating any real estate loan or mortgage marketing campaign because it requires you to comply with all sorts of compliance regulations related to the real estate loan process. As a real estate loan agent or a mortgage agent, you should adhere to the recent compliance regulations of your industry. To simplify this SalezShark Real Estate and Mortgage CRM software offers you an integrated module of compliance regulations related to loans and mortgages that helps you in maintaining the recent compliances like FHA, HUD, and VA. It helps real-estate loan agents to keep in mind all sorts of latest advancements in regulations while creating any marketing campaign and accordingly they can create marketing strategies by adhering to compliance regulations.

Capture quality leads in less time

SalezShark CRM enables real-estate loan agents to automate the entire lead management process. This process majorly involves a few stages such as lead capturing, scoring, distribution, nurturing, and conversion. Nowadays capturing leads from multiple portals manually is a time-consuming task and also invites a lot of human-bound errors. It is very difficult for real-estate loan agents to manually sign in to each channel like social media platforms, emails, landing pages, etc. to capture leads. However, by deploying SalezShark CRM lead capturing process gets automated and you don’t need to individually log on to every platform, instead all the leads can be captured automatically from several portals and imported into the SalezShark CRM just by single sign-in into the SalezShark system. It automatically captures loan inquiries and applications from multiple platforms like social media platforms, lending marketplaces, and so on. Hence by automating the lead capturing process real estate loan professionals can quickly fetch high-quality leads/borrowers and start building engagement on all channels effectively.

Automate daily loan-related tasks

SalezShark CRM enables real estate loan professionals in automating daily real estate loan-related activities. It helps them in creating automated real estate loan-related workflows in a few clicks. It helps them to score and distribute leads automatically, simply by setting any rule or parameter in the SalezShark CRM, and based on that when new leads are captured they automatically get the score, and based on their quality of score they get distributed among real estate loan agents. The scoring of leads is based on the rule you set in the system and based on its relevance to your business. Lead distribution is also based on the rule you set in the system and also depends on the level of expertise of the real estate loan officer.

Once the process of lead scoring and distribution gets automated it becomes easy for real estate loan professionals to automate their day-to-day real estate loan-related activities such as scheduling real estate loan follow-ups like phone calls, emails, demos, meetings, etc. Doing so helps real estate loan professionals in enhancing their daily productivity resulting in closing more loans in less time. SalezShark CRM not only helps in automating and streamlining the real estate loan or mortgage process but also makes the job of leads/ borrowers easy in signing or uploading any paperwork online. By leveraging such an interactive platform, both lenders and borrowers can move towards the closure of loans quickly.

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Why SalezShark Real Estate Loan CRM in India is required?

SalezShark Real Estate and Mortgage CRM help real estate loan professionals in building the strongest relationships with clients/borrowers by enabling them to automate the daily loan-related workflows. It helps them to shorten the loan process cycle and allows them to give more time to leads/borrowers which helps in building relationships and showcasing what suits the prospect best. It makes the process of real estate loans or mortgages very seamless and nimble. By deploying the SalezShark CRM you can track anytime even the tiniest details of leads/borrowers’ loan information which shortens the cycle of the loan process and helps in closing the loan process quickly. It enables real estate loan professionals to track the number of repeat customers/borrowers. Also, it helps them to gauge the overall performance of their real estate loan agency. It gives detailed reports of how many real estate loans were successfully closed and how many are still pending. These reports can be generated in a few clicks that help real estate loan professionals in analyzing the loan process performance and based on that they can plan future loan-related strategies. These performance reports also help you in understanding where your business performed well and fetched more repeat clients. Hence by deploying the SalezShark CRM, you get access to intelligent metrics that helps you in tracking and understanding the performance of your loan agency. Apart from this, by deploying SalezShark CRM you can simplify the process of your real estate loan email marketing/drip marketing campaign. It automates your entire gamut of the real estate loan email marketing process and helps real estate loan professionals in sending highly targeted emails to their referral partners and borrowers. By leveraging the SalezShark email template library you can select any email template that can be customized and you can start creating an email in no time by using the drag and drop functionality. Also, you can schedule your real estate loan email marketing/drip marketing campaign in advance to ensure timely delivery and better outcome.

At last, the reason why the SalezShark Real Estate and Mortgage CRM is important for your real estate loan agency is that it amplifies your real estate loan closure procedure and allows your leads/borrowers to secure more loans. However, the question is how? SalezShark CRM allows real estate loan agents to create a strong visual sales funnel, which they can use to keep all their leads organized from top to bottom. They can move the leads towards the bottom of the funnel which can be converted easily and show higher chances of quick closure. However, the leads with lower chances of conversion and delay in the loan closure process can be kept at the top or middle of the funnel. By using the drag and drop functionality you can easily move the leads from top to bottom in the funnel. Once you gain the complete visibility of all the leads’ positions in the funnel, it becomes a cakewalk for you to work on all the leads together and it becomes easy to prioritize leads based on their chances of quick closure. In a nutshell, by deploying SalesShark CRM you can improve productivity, save time, and can first focus on leads that can be converted easily and the rest of the leads later which are at the top of the funnel.At last, the reason why the SalezShark Real Estate and Mortgage CRM is important for your real estate loan agency is that it amplifies your real estate loan closure procedure and allows your leads/borrowers to secure more loans. However, the question is how? SalezShark CRM allows real estate loan agents to create a strong visual sales funnel, which they can use to keep all their leads organized from top to bottom. They can move the leads towards the bottom of the funnel which can be converted easily and show higher chances of quick closure. However, the leads with lower chances of conversion and delay in the loan closure process can be kept at the top or middle of the funnel. By using the drag and drop functionality you can easily move the leads from top to bottom in the funnel. Once you gain the complete visibility of all the leads’ positions in the funnel, it becomes a cakewalk for you to work on all the leads together and it becomes easy to prioritize leads based on their chances of quick closure. In a nutshell, by deploying SalesShark CRM you can improve productivity, save time, and can first focus on leads that can be converted easily and the rest of the leads later which are at the top of the funnel.