Comments on: Customer Contact System HELL-Tips to get you through it http://www.topofmind.com/blog/index.php/2009/09/customer-contact-system-hell-tips-to-get-you-through-it/ Mortgage CRM and Marketing Strategies Mon, 06 Sep 2010 19:39:59 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Mark Green http://www.topofmind.com/blog/index.php/2009/09/customer-contact-system-hell-tips-to-get-you-through-it/comment-page-1/#comment-1032 Mark Green Mon, 21 Sep 2009 15:09:52 +0000 http://www.topofmind.com/blog/?p=2102#comment-1032 Hi Victoria, I've been in the mortgage CRM game for 6.5 years now and you're right... most LO's still do not have theirs systemitized. When they're slow, many don't want to spend the money. When they're busy, many don't have the time. The key is to create a system - preferably one that's automated. It must incorporate direct mail, email, phone calls, all of which are highly personalized. Tough to do if you're also running a business and farming for new clients. You did such a great job at laying out how LO's should create their system. Thanks again for writing such great articles for us! Hi Victoria, I’ve been in the mortgage CRM game for 6.5 years now and you’re right… most LO’s still do not have theirs systemitized. When they’re slow, many don’t want to spend the money. When they’re busy, many don’t have the time.

The key is to create a system – preferably one that’s automated. It must incorporate direct mail, email, phone calls, all of which are highly personalized. Tough to do if you’re also running a business and farming for new clients.

You did such a great job at laying out how LO’s should create their system. Thanks again for writing such great articles for us!

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