Connecting with new prospects and existing customers is critical to your success as a mortgage lender. This customer relationship management system can help.
Well, here's one strategic move: use the analytical skills, creative insights and technical power of MGIC Elements. Elements is an automated, personalized customer relationship management system.
MGIC has partnered with Continuity Programs, Inc.™ (CPI), an industry leader in customer relationship management (CRM) and direct marketing solutions, to bring you a system that allows you to effortlessly:
No matter how busy you get, you can rely on MGIC Elements to send personalized campaigns on your behalf. And whether you've selected email, direct mail or both, you'll automatically receive email notifications when a campaign generates an exclusive lead, referral or testimonial.
Cross Media Marketing
Make the most of your database with an automated system that combines email and direct mail marketing for constant, meaningful customer engagement. You'll always be on the mind of your customers when friends, family, and colleagues ask them for those crucial referrals.
Client-Tracker compares your customer database with a proprietary FSBO and real estate listing database to find matches of homeowners in the market, generating exclusive leads for pre-approvals and new mortgages.
My CRM Dashboard
This intuitive, cloud-based CRM system allows you to keep track of your own database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you'll never miss another potential lead.
SurroundMail & TargetMail
Target the neighbors of your recent customers, or generate your own prospect list, to create a cross-media campaign like a marketing maestro. Choose from a diverse library of exclusive designs, including QR codes and personalized URLs for online lead generation.
Customer appreciation surveys, custom profiles and groups, infographics, and a plethora of other features combine to make this the most robust CRM system around.