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Originally posted by dsygit

BNTouch used to be good, but they seem to have fallen behind the times.

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Originally posted by dorsini

I don’t think it would be in bad taste to plug our solution here. I certainly think it is the best .

Check out the video demo here, it gives pretty good detail on exactly what our system does. It is very turn-key, which is nice.

http://www.topofmind.com/SurefireDemo.cfm


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Originally posted by dorsini

- Our Surefire System alerts our clients of selling opportunities within their database. We alert you when a past client could benefit from a refinance by lowering their rate, has reached a certain equity threshold in their home, has a balance that has dropped below the conforming loan limit, and we even alert our clients when a past client has listed their home for sale. All of these are fresh, hot leads from right within your own database. I am not aware of any other vendor out there that can provide this data on an automated basis.

- All of our postal correspondence we send out on behalf of our clients has the look and feel like it came right off of their desk. We use very nice (resume style) stationary, we reproduce their signature at photo quality so it looks like they signed it, and we have a matching envelope that we print the address directly on (ie no windowed envelope or address labels). We also use an actual first class stamp vs. bulk mail. These personal touches yield a higher open rate which is critical with as much junk mail as people get these days.

- Our email correspondences are very one-to-one. We don’t do newsletters, canned emails, dumb criminal stories of the month, etc. Each email we send to the borrower from the LO has information that is unique to that borrower. For instance, we send the borrower a quarterly neighborhood sales report email containing the 5 most resent properties to sell within a ¼ mile radius around their home. So the information is useful. This keeps people from opting out or marking you as SPAM. Again, this yields a higher open rate which is critical with as much SPAM as people get.

- Some of our correspondences co-brand the realtor partner on the loan. This functionality can help elicit additional referral business from your realtors. And each time a correspondence is sent to the borrower that mentions their name, that realtor receives an email informing them that you sent it.

- Our entire system is completely turn-key. We have some built in bells and whistles that the LO can login to our system and take advantage of. But if the LO doesn’t have time or simply chooses not to, our system is completely set it and forget it. Once the LO gives us the data we need to implement the program, they can be done at that point and never have to even think about it again.

- We are always coming up with new and relevant content that we can blast out to our clients’ databases on a quarterly basis. Again, these are not newsletters, these are personal, professional letters that have a specific call to action.

- Our unique Address Stamper closing gift is probably the best bang for your buck for any real estate closing gift. They are only $10 and they will likely sit on your clients desk for as long as they own the home since it is functional and has a long shelf life. At since it brands the LO it truly creates Top of Mind Awareness each time it is used.

- Our pricing model allows for cost certainty. Most CRM systems are based on some sort of monthly/annual subscription fee. Our model is tied to production since there is a physical component to it (ie postal mail and closing gift). So if our clients have a great month, they will spend a little more with us, but if they have a bad month their Top of Mind invoice goes way down. Most people simply build our cost into a fee and never really have to think about it.

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quote:

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Originally posted by dorsini

- Our Surefire System alerts our clients of selling opportunities within their database. We alert you when a past client could benefit from a refinance by lowering their rate, has reached a certain equity threshold in their home, has a balance that has dropped below the conforming loan limit, and we even alert our clients when a past client has listed their home for sale. All of these are fresh, hot leads from right within your own database. I am not aware of any other vendor out there that can provide this data on an automated basis.

- All of our postal correspondence we send out on behalf of our clients has the look and feel like it came right off of their desk. We use very nice (resume style) stationary, we reproduce their signature at photo quality so it looks like they signed it, and we have a matching envelope that we print the address directly on (ie no windowed envelope or address labels). We also use an actual first class stamp vs. bulk mail. These personal touches yield a higher open rate which is critical with as much junk mail as people get these days.

- Our email correspondences are very one-to-one. We don’t do newsletters, canned emails, dumb criminal stories of the month, etc. Each email we send to the borrower from the LO has information that is unique to that borrower. For instance, we send the borrower a quarterly neighborhood sales report email containing the 5 most resent properties to sell within a ¼ mile radius around their home. So the information is useful. This keeps people from opting out or marking you as SPAM. Again, this yields a higher open rate which is critical with as much SPAM as people get.

- Some of our correspondences co-brand the realtor partner on the loan. This functionality can help elicit additional referral business from your realtors. And each time a correspondence is sent to the borrower that mentions their name, that realtor receives an email informing them that you sent it.

- Our entire system is completely turn-key. We have some built in bells and whistles that the LO can login to our system and take advantage of. But if the LO doesn’t have time or simply chooses not to, our system is completely set it and forget it. Once the LO gives us the data we need to implement the program, they can be done at that point and never have to even think about it again.

- We are always coming up with new and relevant content that we can blast out to our clients’ databases on a quarterly basis. Again, these are not newsletters, these are personal, professional letters that have a specific call to action.

- Our unique Address Stamper closing gift is probably the best bang for your buck for any real estate closing gift. They are only $10 and they will likely sit on your clients desk for as long as they own the home since it is functional and has a long shelf life. At since it brands the LO it truly creates Top of Mind Awareness each time it is used.

- Our pricing model allows for cost certainty. Most CRM systems are based on some sort of monthly/annual subscription fee. Our model is tied to production since there is a physical component to it (ie postal mail and closing gift). So if our clients have a great month, they will spend a little more with us, but if they have a bad month their Top of Mind invoice goes way down. Most people simply build our cost into a fee and never really have to think about it.

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Originally posted by mortgagemarketingcoach

Can the content of the materials that you're CRM system sends out by 100% customizable? I have a lot of the content already created for my mortgage professionals, they just need a system to deploy it on autopilot. Can your system do this? Please advise. Thanks!

Doren

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quote:

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Originally posted by dorsini

quote:

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Originally posted by mortgagemarketingcoach

Can the content of the materials that you're CRM system sends out by 100% customizable? I have a lot of the content already created for my mortgage professionals, they just need a system to deploy it on autopilot. Can your system do this? Please advise. Thanks!

Doren

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It sure can.

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