Enhance your customer contact management for mortgage with airSlate SignNow

How to create outlook signature

the business of a mortgage broker has changed in today's digital world but what hasn't changed is the need to build and maintain strong client relationships and everyone knows that requires a smart integrated customer relationship management tool do i think we could handle the volume that we're currently doing without our crm there's no chance you handle the volume and we give worse service or i could give great service and not handle the volume but definitely being able to do both having a crm that's robust and allows you to stay on top of those things with automations and client updates is key to being able to do both of those things well blue mortgage is canada's premier mortgage crm it's built specifically for mortgage professionals looking to grow with person-to-person support for teams of all sizes first thing i like about blue mortgage is the ability to pick up the phone or send an email when i have an issue and having somebody respond immediately that's located in our country i would say that's number one troubleshooting things bugs happen with technology and uh having some that essentially that hotline to be able to get your answers quickly is super important uh the things i like about blue mortgage is number one the ease of use i've used other crms in the past that were as robust but making any changes or customizing them was a real pain in the butt you either had to take a class or pay someone to do it with blue mortgage i find that i can do a lot of that myself and really customize it to my needs very easily it is built only for mortgage brokers so it just has the features that we need without having a lot of the fluff and things that we don't use that just kind of slow you down and make it more complicated blue mortgage manages your deal flow pipeline allowing you to optimize daily schedules and prioritize tasks to stay on top of all of your clients each stage of the mortgage process determines which tasks and emails are auto-generated which minimizes progress delays and the amount of things that fall through the cracks my clients are much quicker to get stuff back to me it's definitely helped improve the amount of time it takes for clients to get me documents get me application get me things i need because that follow-up is consistent it means i can spend more time generating new business and less time following up on business that i've already captured so the automation that we have in place has taken our client experience to another level reason being is nothing is ever getting missed if somebody was supposed to call a client for a particular reason or a particular milestone they're being tasked and if that task isn't taking place it's being highlighted as an overdue task in a manager role i'm always watching for those types of things so if something is missed it's never missed for more than a day and if it ever was miss it's really just because it's clear that that team member is at capacity it's not because they forgot about it it's literally impossible to forget anything because you're always being reminded in the system to do it at blue mortgage we understand the value of personal human to human support it's useful and very actually vital to understand who's on the other line as it relates to supporting you and helping you get this thing to be a success we take a very personalized interest in what you want to achieve and we make it a personal goal to help you achieve it blue mortgage integrates directly with industry leading software so brokers can streamline processes and save valuable time by eliminating the need for manual data entry we've eliminated a lot of human error from data entry with the automation that we've set up through finmo and through other workflows that we have especially documentation coming in and out and updating those certain items when documentation received and and when it's uh what when what's outstanding those sorts of things were really important to not miss a beat on blue mortgage makes it easy to stay in touch with clients turnkey drip campaigns ensure that you are always meeting your clients financing needs leading to long-term client relationships blue mortgages newsletter feature allows for quick communication of the latest developments in the mortgage space establishing yourself as a trusted advisor and yes they're fully customizable with our simple drag and drop editor once you start getting busy and you have a lot of clients rather than having to email each person to update them on stages if things do it automatically you're staying on top of business with your clients while still being able to keep everyone updated and informed our client experiences has definitely gone to another level from really just a high touch experience because of all this automation from the text message automation to the emails all of those constant drips are keeping us engaged regularly those automated tasks are always keeping us on top of the file so we're constantly touching base with human contact so the client experience is so much better because they're never wondering where we are or what's coming or what the next update is we're always ahead of them so we rarely get clients calling us looking hey what's going on with my file they already know like they're always fully informed so i think that's where client experience has just gone to a next level clients really just want to know what's going on and know that things are being taken care of i think the the worst thing you can do is just be quiet and not hear from us well that like a client would never say that about us and our process now blue mortgage is built on zoho the most reliable and secure crm on the market using a third-party back-end system means your data stays yours forever not only do you get mortgage specific updates from the blue mortgage team but also you're going to get the most up-to-date cutting edge crm technology given that we're built on this platform zoho also gives you access to zoho one the suite of actually about 45 different applications that can help you in different aspects of your business one of the most popular ones that we use among mortgage brokers is zoho sign it's an electronic signature platform where you can collect signatures directly from your customers for things like credit consents commitments or even insurance applications blue mortgage isn't tied to any major network i mean it's a third party so i think you know having that not necessarily a trust issue but just knowing that there's really no motivation other than to deliver a really good service from blue mortgage's point of view that's key that's important it's just a great system it's clearly made a huge impact on our business from this efficiency client experience all these reasons it's just it's just a no-brainer in my opinion so i would definitely recommend it especially to somebody that's already using finmo and taking advantage of the finmo pro features if you're using that system and you're not using blue mortgage then i sure hope your system is communicating as well as ours is the support with blue mortgage has been fantastic they've been very quick to respond and give you the direction you need not only to solve the problem but figure out how to kind of avoid having it come up again it's simple enough to set up and use right away that you should get a very good feel for how it can possibly affect your business and help you grow without making such a big commitment in time or money blue mortgage the out-of-box solution that helps you close more mortgages book a demo with our team today and try it yourself free for 30 days [Music] you