Mortgage Customer Relation Management Software (CRM) has become an essential part of the modern day business. The software solution helps businesses better manage their clients, the lending process, track leads and more. However, seeing as CRM software are industry specific, there is the need to better understand the questions to ask and the answers to demand when choosing a mortgage CRM solution.
When choosing a Mortgage CRM solution of your business, there is the need to ensure that you know what you are looking for. This can be aided by getting to know what to look for in your preferred mortgage CRM solution.
To ensure that you make the best choice, below are some of the questions to ask when making the choice of a mortgage CRM software.
1. Does the mortgage CRM solution have mobile function?
With the recent technological advancements, there is the need to ensure that the mortgage CRM software solution of choice is one that supports the mobile platform thus making it more compact and portable for use on the field. The use of a compact and mobile friendly mortgage CRM solution ensures that sales representatives and lenders will be able to access all needed information including clients’ data even when on the road. Mobile compatibility of the mortgage CRM software will also facilitate fast response to customer queries and requests by the mortgage lender even when they are away from their office desk and on vacation. A mobile friendly mortgage CRM solution helps facilitate a round the clock access to contact details and all other necessary information.
2. Does the mortgage CRM solution integrate with other systems?
One of the most important questions to ask when choosing a mortgage CRM software is the integration of the mortgage solution with pre-existing systems. The failure of the mortgage CRM solution to integrate itself perfectly with pre-existing systems will pose a major problem especially with adoption of the CRM software by the sales team who are already used to the traditional way of carrying out their duties.
3. Does the mortgage CRM software have a social CRM component?
A social CRM component is an essential part of the overall mortgage CRM software as this helps the mortgage lender keep in touch with clients while gathering all the needed data which can help it further boost its service delivery. The integration of the social component of the Mortgage CRM helps the business streamline its additional cost on hiring social media managers to manage their online presence for reviews and feedbacks.
4. Is the software equipped with a web portal?
Another important question to ask when choosing a mortgage CRM software is whether or not the useful component of the CRM software includes a web portal. It is important to inquire from the software developer as regards the web portal offering and how well the web portal can be activated to boost business. It is also important to check that the mortgage CRM solutions web portal is equipped with a ‘Contact Us’ section which has been revealed to be a valuable tool in generating better leads and in data mining. Learn more about the essential components of a mortgage CRM software by reading more at UnifyCRM.com