CLIENT RELATIONSHIP MANAGEMENT:
THE MOST POWERFUL AND YET THE SIMPLEST TO USE CRM IN THE BUSINESS!
- Ability to easily manage all Contact and Application records in one place, never miss a client detail again
- Mortgage Broker specific system custom built to sync from your D+H Expert account every 4-hours
- Dashboard to manage all leads and applications from initial inquiry through to funding
- Automatically communicates with clients at critical times such as during the New Application stage, during Closing, for Birthdays, on Mortgage Anniversaries for Mortgage Maturities and much more!
- 100% customizable marketing templates and campaigns
- Unlimited business intelligence reports. Run reports based on client mortgage interest rates, beacon scores, referral source type, client age etc.
- Simple Calendar view so you know critical dates and marketing activities on the horizon
- Data Clean-up Wizard to easily update and maintain all data
- Unlimited data import and exporting
- Complete turn-key training with robust set-up assistance provided. One-on-one or Group training available.
- 100% free of charge
- Exclusive to Dominion Lending Centres