For Mortgage brokers, having a streamlined communications process is everything. From dealing with banks to reaching out to new clients, a CRM fills in the gaps while giving you the tools you need to improve your work. However, CRMs can be a gamble sometimes and while there are a variety of options on the market, the most expensive CRM is the one that nobody uses. Luckily, Prophet CRM, the first and best Outlook integrated CRM, solves that issue by offering an intuitive and familiar format straight from your Outlook client. Here are some of the best features that Outlook offers:
Prophet CRM’s Key Features
- Centralizes and Syncs your Contacts across all devices
- Automatically Tracks all Emails, Appointments and Tasks
- Multi-Tier Parent Child Company relationships
For Mortgage brokers, your work centers around your clients and being able to respond quickly to the demands of borrowers and lenders. Prophet can help you do this more efficiently by centralizing your contacts and then further categorizing them. This way you always know who you are dealing with and you will never let a potential deal fall through the cracks.
Sales Pipeline Management
- Lead Management
- Website Lead Form Integration
- Automated Follow Up
As more and more people enter your network, it can become cumbersome to manually manage every interaction. However, with Prophet’s pipeline management, you can automate lead follow up and even generate forms. Cut down on time spent doing repetitive tasks and focus on negotiating.
Reporting and Analytics
- Graphical Dashboards
- Report Writer
- Easy Export to Excel
One of the most elusive but promising aspects of a successful CRM is analytics. A CRM is not only a tool meant to improve your daily processes but also a tool meant to define and clarify your marketing strategy. In Prophet, you can quickly see where your efforts are performing well and what needs work through dashboards and reports. Export them to Excel with a few simple clicks and integrate this crucial data into your decision making!