Featured News and Articles

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Best Practice for Workflow in your CRM vs LOS

Chris King

An LOS is really great for “transactions”. You enter the borrower info, fill out the 1003, pull credit, etc. What an LOS is NOT great at is all of the other things that go into building a successful business in originations. Building Relationships and consistency in your daily groove in communications with borrowers AND partners are the key. This results in transactions…. Not the other way around!

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Crush the Competition in 2018

Are you ready to crush the competition in 2018? With Mortgage iQ CRM you'll be prepared with overwhelming fire power. Your company will be faster, stronger and smarter at attracting business, managing your leads, closing more loans and recruiting more partners and top producers.

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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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