| Author |
Previous Topic | Next Topic |
|
superthor1022
2790 Posts |
 Posted - 04/30/2008 : 07:55:59 AM
|
ACT - Goldmine - others
What about online systems? I do not necessarily want an online system, but would look at it.
-thor |
|
forklift
151 Posts |
Posted - 04/30/2008 : 07:58:25 AM
|
| I just got Outlook contact manager and it seems pretty good. I have a lot to learn about it though. On thing is that you can just drag an email into your contacts and it will automatically start one, which is pretty easy to do. |
|
|
katroberts
1123 Posts |
Posted - 04/30/2008 : 08:19:51 AM
|
| www.salesforce.com has some good features |
|
|
rtrefflich
2634 Posts |
Posted - 04/30/2008 : 08:29:20 AM
|
| The best out there was called Sharkware, but it was bought by another company and it has never been the same. |
|
|
CoralSnake
10286 Posts |
Posted - 04/30/2008 : 08:30:22 AM
|
Encompass is the best that ive found.
If you are only using Outlook, you are doing yourself a serious disservice. |
|
|
superthor1022
2790 Posts |
Posted - 04/30/2008 : 08:38:27 AM
|
isn't encompass the origination and everything? I just need the Contact managment portion. Wachovia has Impact as our origination software.
-thor
|
|
|
superthor1022
2790 Posts |
Posted - 04/30/2008 : 11:50:21 AM
|
anyone else??? Nobody keeps in contact with their clients and database? What program do you use?
-thor
|
|
|
mcmoney
278 Posts |
Posted - 04/30/2008 : 12:34:08 PM
|
| Salesforce.com is pretty damn powerful.... |
|
|
dsullivan
74 Posts |
Posted - 04/30/2008 : 12:35:04 PM
|
Hey Thor,
Look at Velma.com. There's a free 30 day trial, great database system, will do your mailings for you, and coming in the next 2-3 weeks is Co-branding with Realtors in Velma 2.0. |
|
|
superthor1022
2790 Posts |
Posted - 04/30/2008 : 6:31:14 PM
|
anyone use brokerquest?
-thor
|
|
|
superthor1022
2790 Posts |
Posted - 05/01/2008 : 07:53:33 AM
|
Dan- the problem I have with an online system is that I am not sure I will have access to the site on my Wachovia computer. I would rather own a software that I can transfer to another computer if need be. I will look at it though. I am just thinking...
Maybe an online would be better and just try to get whatever site I need added to the "good" list of sites for wachovia.
-thor
|
|
|
dsullivan
74 Posts |
Posted - 05/01/2008 : 08:28:41 AM
|
| Velma shouldn't be a blocked website for Wachovia, let me know if it is. The nice thing about a web based system is that you can access it from any computer with an internet connection, your data is secure and backed up hourly, and, if you own Velma, it's transportable should you ever leave your company. |
|
|
superthor1022
2790 Posts |
Posted - 05/02/2008 : 12:48:51 PM
|
bump.
-thor
|
|
|
nateburch
2 Posts |
Posted - 05/02/2008 : 6:21:26 PM
|
Thor,
I agree with Dan that you should probably be using something online. There is a much higher probability that Wachovia does not give you administrator privileges to install software. Also, if you get laid off or blown out of there, you will be locked out of your computer and network before you ever know it - without access to your data (unless you kept the data on a USB drive).
I looked at Velma, and it looked pretty cool for marketing, but I dont' like that they only interface with Point (I use encompass). I have not looked at SalesForce.com, but it seems to me that they are the biggest player.
|
|
|
d_damiano
522 Posts |
Posted - 05/02/2008 : 7:13:28 PM
|
I use the virtual office from Earnware, that has been customized and private labeled for The Down Payment Guy.
Here is what I like about it
1. All my e-mail, voice mail and faxes are in on spot. The only downside is the faxes are saved in their format not .pdf so it's my phone system, including 800 call capture, and outbound dialer, my e-mail system, including autoresponders, fax and fax on demand, and a whole lot more all in one.
My contacts have unlimited folders that are programable for any campaign I want, meaning if I want to do out bound dialing, or faxing or e-mail blasts, I just program the folder and slide any records into it, scheduale it for anytime I want including drip campaigns and it's done.
It all has a forms function that lets me make up a form and stick it anywhere I want, my webpage an e-mail whatever.
It has full calendering including tasks, reminders, follow-up etc
It has an only secure file storage system for all my files and all I have to do is click on a file and use the linkinator and it makes an instant hyperlink to any file so I can show it to a client just by saying hey go here.
It has full reporting and auditing of my calls, faxes, e-mails, shows my billing, tracks the history of everything and has a relationship manager to track all my referrals.
The only thing is its' $129.00 per month which is expensive for a crm but not for a virtual office
If you want a demo let me know |
|
|
dsullivan
74 Posts |
Posted - 05/03/2008 : 06:45:04 AM
|
| There's obvioiusly an issue with the messaging on Velma's website that needs to be addressed. Velma integrates with Point, but data can be pulled into Velma from any LOS or database including Encompass,in fact a pretty large percentage of Velma users are Encompass users. And Velma is as low as $19.99 per month, ping me for details. |
|
|
d_damiano
522 Posts |
Posted - 05/03/2008 : 09:59:42 AM
|
quote:
Originally posted by texlend
Velma looks good. I would buy it if it were PC based. Are we even legally allowed to store our client's info on someone else's server? (This is my exact post from yesterday that was mysteriously deleted???)
Of course you can store your clients info on someone elses server it's called hosted services and boy would there ever be poop storm created if someone decided to start a law suit on that one.
Now granted you need safeguards like passwords, encryption, physical security and other issues. I'm sure there are some using lousy service providors not doing some of these things that put your business at risk, but for the majority (anyone real) I'm sure your fine. |
|
|
jbrinson
565 Posts |
Posted - 05/03/2008 : 9:28:41 PM
|
| I am also researching these programs. I am looking more for management to seperate leads, current clients, potential clients and along with different campaigns. It would be nice to have that with a system of scheduling with a calendar and appointment features. |
|
|
dsullivan
74 Posts |
Posted - 05/04/2008 : 06:55:49 AM
|
Jennifer,
Velma currently has custom tagging that allows you to seperate contacts by leads, current customers, past clients, and any other tag you wish, such as seperating them by the Realtor that referred them to you, family, golf buddies, bozos, etc. Custom reminders, the abiltiy to be reminded to "call Bob in two weeks" or permanent reminders such as children's birthdays, wedding anniversaries, and such will be available shortly on Velma.
Tex,
We don't have plans to offer Velma in a shrink wrap version. Part of the magic that makes Velma work is she combs your database for events, birthdays, ARM expirations, annual mortgage reviews, and others, she tells you about it and then allows you to mail a reminder to the client, then reminds you to call them about the event. In the mailing process, you are going to pass over some of the data to us anyway, so if your company has a strict third party policy, we defeat that policy at that time. Interesting however, a bank we work with in the mid-west had a third party policy but in talking to them we reminded them of all the third parties they currently work with, check printing companies, insurance providers, and others. After a review of our security systems and privacy policy they allowed our program to be installed. |
|
|
kellamtom
609 Posts |
Posted - 05/04/2008 : 09:42:50 AM
|
| i use access for telemarketing, it gives me the ability to network the data to all telemarketers. |
|
|
jfink46
208 Posts |
Posted - 05/05/2008 : 08:01:56 AM
|
Does anyone have any experience with:
http://www.mortgagereturns.com/
|
|
|
superthor1022
2790 Posts |
Posted - 05/05/2008 : 08:25:02 AM
|
good conversations. After talking with Dan about it, I think it does everything that I want. I just need to pull the trigger when I switch to our new LOS system.
-thor
|
|
|
EMScommercial
4688 Posts |
Posted - 05/05/2008 : 6:09:32 PM
|
| i wrote my own.... |
|
|
superthor1022
2790 Posts |
Posted - 05/06/2008 : 1:09:28 PM
|
quote:
Originally posted by EMScommercial
i wrote my own....
from what platform? excel?
-thor
|
|
|
dsullivan
74 Posts |
Posted - 05/06/2008 : 2:16:42 PM
|
| There's lots of programs out there, the hard part is getting your program to customize, print, stuff, and mail for you. Outlook will do reminders. The breakdown when I was an LO was getting the stuff off my desk and into the mail. |
|
|
racerx
11048 Posts |
Posted - 05/06/2008 : 2:20:20 PM
|
| Dan, why was the name Velma used? Just curious... |
|
|
dsullivan
74 Posts |
Posted - 05/07/2008 : 07:23:47 AM
|
| Great question, Velma was originally an acromym for Virtual ELectronic Marketing Assistant. We decided to drop the periods out and just use Velma. |
|
|
fsboguy
3562 Posts |
Posted - 05/12/2008 : 08:59:30 AM
|
| A pen and a desktop calendar/pad from the title company. |
|
|
superthor1022
2790 Posts |
Posted - 05/12/2008 : 10:53:48 AM
|
quote:
Originally posted by fsboguy
A pen and a desktop calendar/pad from the title company.
that is exactly my problem. I have just been keeping everyone's name, address, and contact information in Excel for the past 9 years. I haven't been doing a good job of capturing their lloan information at all.
-thor
|
|
|
dsullivan
74 Posts |
Posted - 05/12/2008 : 10:55:53 AM
|
Hey Thor,
Isn't the information still available in your LOS? |
|
|
superthor1022
2790 Posts |
Posted - 05/12/2008 : 11:01:20 AM
|
yes, but I am not with the company that I did the vast majority of my business with anymore. they still have it.
-thor
|
|
|
dsullivan
74 Posts |
Posted - 05/12/2008 : 11:13:37 AM
|
| Velma.com bolts onto Calyx and offers mortgage specific campaigns. Coming in the next two weeks is Velma 2.0 which includes Realtor co-marketing!!! |
|
|
compareguy
203 Posts |
Posted - 05/12/2008 : 12:47:12 PM
|
quote:
Originally posted by jbrinson
I am also researching these programs. I am looking more for management to seperate leads, current clients, potential clients and along with different campaigns. It would be nice to have that with a system of scheduling with a calendar and appointment features.
Surprised no one has mentioned any of the leading Lead management services. Most of these can import contacts to allow for email marketing, calendaring etc. as well as imnporting into major LOS's. This is on top of their main function of managing current leads/contact.
-leads360.com
-kaleidico.com
-leadmailbox.com
-leadroi.com |
|
|
compareguy
203 Posts |
Posted - 05/13/2008 : 08:46:34 AM
|
quote:
Originally posted by texlend
Putting my customer data on a lead company's server would leave me thinking too much at night. Call me crazy. Count me in for a PC version of Velma should you decide to produce one.
You can't be serious. For a lead management company to put their data at risk would be a disaster. It's more likely that you would get a trojan horse or virus that would allow a hacker to steal the data right off your own machine. The trend is really away from client installed software and towards all data and apps being located on a server somewhere else. |
|
|
wmrice
8 Posts |
Posted - 05/21/2008 : 7:42:49 PM
|
What are the top things you expect from a mortgage contact management or lead management solution? We are always looking for feedback and suggestions. Most of my team, including myself, came from the mortgage business and originated loans, but it has been a few years now. We do see a lot of customers and what works for them, but we always like to keep our ears open for what potential new customers are or would expect from this type of software.
quote:
Originally posted by compareguy
quote:
Originally posted by jbrinson
I am also researching these programs. I am looking more for management to seperate leads, current clients, potential clients and along with different campaigns. It would be nice to have that with a system of scheduling with a calendar and appointment features.
Surprised no one has mentioned any of the leading Lead management services. Most of these can import contacts to allow for email marketing, calendaring etc. as well as imnporting into major LOS's. This is on top of their main function of managing current leads/contact.
-leads360.com
-kaleidico.com
-leadmailbox.com
-leadroi.com
|
|
|
superthor1022
2790 Posts |
Posted - 05/21/2008 : 7:54:59 PM
|
we are ging to the Impact system. It suposedly has a fairly good contact managment system as well. we;ll see next month when I convert.
-thor
|
|
|
| |
Previous Topic | Next Topic |
|
Search for: 
