LPS CONTACT RELATIONSHIP MANAGEMENT (CRM)
One of the most important steps in any sales process is efficiently and effectively managing leads. LPS’ Contact Relationship Management (CRM) solution is a robust leads-based client management system that gives you the ability to easily access, organize, track and follow up with all of your leads in a succinct location.
Traditional CRM solutions stop there, but LPS’ solution has much more to offer. Leads come from everywhere. When a borrower or prospective borrower requests more information for one of your products via your corporate website, ATM, online ad, branch office, in person or one of your many other marketing channels, LPS’ CRM automatically routes those leads to assigned offices, sales managers or loan officers.
INTEGRATION = ONE SOURCE FOR POWERFUL SOLUTIONS
In addition, you can integrate CRM with your servicing system, so CRM enables your loan officers to:
- View contact information and schedule activities for leads.
- Create and manage “tickler” events and activities for your list of contacts.
- Initiate loan application from contact details.
- Maintain contact with leads throughout the sales cycle with automated email campaigns.
- Provide sales management with lead status and referral tracking reports.
- Leverage productivity tools, such as public and private calendars.
- Foster long-term customer relationships and repeat business through continuity marketing programs. Your loan officers can search for and segment previous mortgage customers who might welcome a contact when more favorable mortgage terms are available.