2. Gain New Clients
• Automatically track visitors to your
website and discover what they’re
looking for.
• Clients will benefit by receiving the
mortgage that suits their needs.
3. Have Organized Client Information
• Signup forms can automatically
obtain information about
prospective clients.
• Conveniently have submitted
information sorted into a contact
relationship manager.
4. Engage With Social Media
• Automate your posts to save time
and maintain a steady social media
presence.
• Have clients stay up to date with
fun and informative posts that are
scheduled to send automatically.
5. Automate Appointment Reminders
• Optimize your efficiency by having
appointment reminders sent out
automatically to clients.
• Easily have your client’s messages
sent to their preferred method of
contact.
6. Newsletters Help Inform Clients
• Clients remain updated with new
information sent out either weekly
or monthly.
• Automatically tailor the newsletter
content for each subscriber.
7. Gain Feedback and Suggestions
• Surveys allow you to stay in touch
with your clients.
• The data collected will improve
your accessibility and streamline
your processes.
