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1 Customer Relationship Management Software

Our CRM automatically receives information from Encompass allowing you to keep up with your customers and realtor partners throughout the loan process. Videos are sent out automatically as each new milestone is reached.

There is a lot of great content in this CRM

  • Open House Fliers
  • Single Property Pages
  • A Library Full of Marketing Fliers, Social Media Posts and Emails

2 “My Home” Phone App

Communicate with your customers using the manner in which they feel comfortable

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Borrowers and partners can securely send loan documents, receive updates via notifications, and even have access to a mortgage calculator. You can also quickly send a pre-qualified letter with a click of a button, any time, anywhere.

3 Borrower Intelligence

Never miss an opportunity to connect with your customer.

Credit Reporter, be there for your borrower at just the right time.

Currently, when someone is denied because of credit, you have to count on them to call you when their credit is better. Our Credit Reporter lets you know when your potential customers have fixed their credit, even sometimes before they know! The credit reporter will also alert you, within 24 hours of their inquiry, when anyone in your database is shopping for a mortgage. With this information you will know exactly who you should call that day!

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Rate Look-Out, timing is everything

Our rate look out allows you to pick the target rate for each potential or past customer and then watches the rates to let you know when that perfect moment arrives. Now you can give your customers more value by providing options to improve their financial solution!

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Equity Examiner, the best news is good news

This tool notifies you when your borrower has reached a predetermined amount of equity so you can give them the good news! Who knows, they may have financial concerns for which a cash-out refinance could be the solution. This feature also singles out borrowers with large revolving credit debt balances and enough equity to refinance. You can be sure the borrower meets the minimum FICO requirements and has no major issues on their credit report – making your call to them about refinancing their mortgage a no brainer.

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Market Detective, if they list it then you should know

Our market detective keeps up with your database and alerts you whenever they list their home, even if they list as for sale by owner. This knowledge gives you the opportunity to pre-qualify them, give them a second opinion on the best loan for them, or recommend a realtor, should their current one not work out.
Market detective also tips you off when you a borrower engages in risk – which can help you dramatically improve your portfolio retention while building trust with your customers. Notifications when there is a charge off, property foreclosure, address change, and other credit inquiries can help you help your customer when they need it most.

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4 Auto-Post Customer Reviews

An email is sent to your customer after closing requesting a review on your behalf. A response, based on their rating, is sent in your behalf. If the rating is positive, it can then be shared via social media- we can help you connect the professional pages that you manage!

Jack B

Bev is very knowledgeable and proficient, she does a great job guiding you through the whole process. I highly recommend her!

Dennis M L

I could come into your office. In person is very important to me. Every thing was taken care of on the spot

5 Video Marketing

9 Printed Guides & Materials

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11 Power Point Library

We have power point presentations available for your use and are eager to create marketing materials for your use.

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12 Personal Loan Officer Page Header

Driving traffic to your page is half the battle. We provide all the information your customer would want to know on your personalized page.

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13 Custom Mortgage Statements

Staying Top of Mind, Post-Closing

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Custom mortgage statements featuring your information, so you remain top of mind with customers long after their loan has closed.

14 Open House Flyers

Generate co-branded open house fliers and websites for yourself and your Realtor partner.

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Custom mortgage statements featuring your information, so you remain top of mind with customers long after their loan has closed.

15 Intercom and VideoAsk Support

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17 Annual Sales Summit

Managers and leadership teams assemble to talk annual goals, best practices, sales strategy and more. Sales Summit is an opportunity to pow-wow with our peers and get face time with our execs.

18 More on Stockton Mortgage Marketing

19 Ghost Written Blogs

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