Featured News and Articles

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New Triple Threat Release from Mortgage iQ CRM

MIQ Marketing Team

Now you can be even more productive and efficient with these 3 new and exciting additions to Mortgage iQ. Our Power Dialing feature allows you to flip a switch and let MIQ do the work. You can push any group of selected records into the Power Dialer queue and let it do its thing. Our integration with SlyBroadcast let’s you send a voice mail “drop” to any record while you move on to the next call. Finally, calendar and email integration with Mortgage iQ and ANY Exchange-connected client. Now you are really ready to threaten your competition with overwhelming fire power for making you faster, stronger and smarter at closing your loans and recruiting partners.

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Reaching your prospects and customers with Automated Marketing - So many choices. . . so easy to get it wrong Part 3

Chris King

PART 3 - Continuing the series of articles on Automated Marketing, this chapter focuses on Relevance and Readability through content, layout and other concepts to ensure your marketing communications hit their mark. Relevance = subject matter + timing. If you are optimizing both of these components, you will have the undivided attention of your audience by planning out your strategy and utilizing your CRM platform to achieve your Marketing objectives.

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Reaching your prospects and customers with Automated Marketing - So many choices. . . so easy to get it wrong Part 2

Chris King

PART 2 - Continuing the series of articles on Automated Marketing, this chapter focuses on Relevance and Readability through content, layout and other concepts to ensure your marketing communications hit their mark. Relevance = subject matter + timing. If you are optimizing both of these components, you will have the undivided attention of your audience by planning out your strategy and utilizing your CRM platform to achieve your Marketing objectives.

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Reaching your prospects and customers with Automated Marketing - So many choices. . . so easy to get it wrong Part 1

Chris King, CMT

PART 1 - Automated Marketing as part of your overall Mortgage CRM platform can be an extremely powerful weapon for standardizing and consistently executing your objectives for reaching your borrowers and referral partners. Knowing the what/when/how can be daunting tasks in the complexity that is today’s world of marketing technology. From email to texting; from Social media to blogging there are many choices and even more to ponder in terms of proper content for those options; video, links, tracking, ROI and more. This series of articles helps to dissect all of the considerations in your CRM, Automated Marketing and other communication needs.

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CRM Adoption - Getting your users on board and achieving adoption is more complex than you think.

MIQ Marketing Team

Implementing technology in any workplace is always challenging, but can be more so when implementing Sales and Marketing (CRM) solutions in the Mortgage and Loan Officer workspace. There are many obvious (and not so obvious) obstacles to successful CRM adoption. Learn how to define what adoption means to your organization, the various levels of adoption and the role they play in impacting adoption success. Understand how to be lock-step with your users through the implementation process and understand how embracing your users as the customer can improve the success and adoption of Mortgage CRM, Sales and Marketing solutions.

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Growing your Loan business through PRM - Managing the lead source that is more important than your customers

Chris King

Everyone knows that an essential focus of any Mortgage CRM, Sales and Marketing platform should be centered around the Borrower/Customer. After all, that's why it's called "CRM". But there's another Customer that, as it turns out, could be even more important.... your Partners (Realtors, Builders and others). Learn more about PRM (Partner Relationship Management) and the impact of excluding it from your core groove in managing your relationships within your Mortgage operations. We'll go into the details of the "Ingredients for PRM Success" and show you the road map for taking your referrals and your CRM platform to the next level.

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