CRM Customer Relationship Management
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1 CRM Customer Relationship Management Powered by VITEK "
2 What is a CRM? Marketing engine utilizing technology to automate interactions with your customers, clients and sales prospects, with the overall goals to: Win New Clients Nurture and Retain Existing Clients Build Clients for Life
3 The VITEK Powered CRM Automated drip marketing system designed to capture, retain and return clients for life All s are personalized from you to the recipient, providing them valuable and relevant content s are automatically sent to your leads and past customers with no extra effort on your part Continually markets you from the start of the lead, through the loan and ongoing even after the loan closes, creating you a client for life Ability to build you customized campaigns Recipients can opt out at anytime All provided at NO COST TO YOU as a VITEK Mortgage Loan Originator
4 The VITEK Powered CRM Three Distinct Phases Automated Lead Drip Campaign Converts More Leads to Loans Automated Real-time Loan Status Updates Consistently Communicate to all Parties during Loan Transaction Automated Post Close Drip Campaign Nurtures Existing Clients for Life!
5 New Lead Drip Convert more leads to loans! drip campaigns for both your purchase and refi leads Six month new purchase lead drip campaign One month new refi lead drip campaign Campaign automatically converts to Real-time Loan Status Update (RTLSU) notification system when lead converts into a loan No extra effort on your part!
6 Real-time Loan Status Updates Consistently Communicate to all Parties during Loan Transaction RTLSUs are sent out during transaction to: Borrower Selling Agent Listing Agent Escrow Officer (where appropriate) Personally communicate 22 additional times to important parties involved in transaction, at six key stages in the loan process, No extra effort on your part!
7 3-Month Post Close Nurture Existing Clients Automatically your borrower 3 months after their loan has closed Answers questions borrowers typically have after their loan closes Confirm your client s needs have been met Reinforces our referral reward program No extra effort on your part!
8 Home-Loan Anniversary Nurture Existing Clients Automatically your borrower annually on their closing date Remind them you are always there to answer their home-loan questions Reinforces our referral reward program No extra effort on your part!
9 CRM Reporting You have the ability to see individual reporting of your CRM s activity Ability to sort queried list by borrower name/loan number and see the actual that was sent
10 Convert More Leads to Loans With the VITEK CRM VITEK s Marketing Department is dedicated to maximizing your capacity! Come See What You ve Been Missing! To find out more, or for a confidential interview, contact: Philip Duncan Executive Vice President Direct: (916) pduncan@teamvitek.com Licensed - NMLS # 37546
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