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MGIC Elements

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:

  • Prospect for new business
  • Stay in touch with your customers
  • Take advantage of cross-selling opportunities

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.

Features: Make sure your customers remember you 

Stay connected with customers

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.

Generate leads automatically

ClientTracker

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.

Be in control

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.

Direct your marketing campaign

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.

Appreciation surveys, profiles and infographics

Customer appreciation surveys, custom profiles and groups, infographics, and a plethora of other features combine to make this the most robust CRM system around.

Request a personalized demo and learn more about services and pricing!

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