Discover the power of Mortgage Quest that delivers the perfect combination of contact management and database marketing for the mortgage industry. Mortgage Quest is a proven CRM and marketing system that increases your sales from referrals, keeps you organized, and helps you differentiate yourself from your competitors. No other system is as easy to use and has the breadth of strategies to help you make more money consistently.
Mortgage Marketing Strategies
The main goal of all marketing is to generate leads that turn into sales. But not all leads are the same. As you know, the best leads are referrals from customers and other referral partners, such as Realtors. The close ratio for referrals can be as high as 95%. Mortgage Quest is a referral generation machine that contains many proven drip marketing strategies to help you easily increase sales from referrals and close more prospects. Here are just a few:
- Prospect Marketing – Stay in contact with refinance and purchase prospects for up to 2 ½ months.
- Customer Loyalty Marketing – Stay in contact with everyone involved in loan transactions to cross sell, build customer loyalty and generate referrals.
- Relationship Marketing – Build business relationships with other professionals who can refer customers to you, such as Realtors, CPA’s, and financial planners. Track birthdays, anniversaries and holidays so you can e-mail high impact, visual e-cards.
- Database Marketing – Search your customer database for potential refinance prospects or other market segments. You can find high value prospects based on any search criteria, such as interest rate, loan amount, loan type, close date, etc.
- Realtor Cobranding – Increase your referrals from Realtors by including the Realtor’s photo and contact information on all letters and e-mail sent to prospects they refer. Stay in contact with your past customers for 5 years after closing. Your Realtor partners love it because you are helping them increase their business through referrals. You love it because it encourages referrals from Realtors and it’s easy with Mortgage Quest.
- Referral Tracking – The best way to encourage future referrals is to know who is giving you the most referrals and formally thanking them.
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Sales and Lead Management
Mortgage Quest marketing strategies fill your pipeline with leads from many different sources. Its sales and lead management tools help you manage and close more deals, making you more money. You will stay on top of all leads and know where each lead is in the sales process.
- Track where the lead is in the sales process with sales stage and pipeline fields
- Manage your leads and use key indicators for running your business with the visual dashboard
- Import leads from websites or other lead providers
- Forecast sales and commissions
- Log calls, tasks, and appointments for each lead
- Create triggers to remind you when to follow up with prospects
Time and Event Management
When you’re busy making sales, it’s hard to keep track of important tasks and events. Every day Mortgage Quest shows you what you need to do and when. It monitors key tasks and events to help you stay on top of the sales process as well as uncover new sales opportunities as they occur.
Mortgage Quest also has a method for creating and managing workflow tasks. You will see when tasks are due and completed so you can create an audit trail. You can even assign tasks to other team members.
You are reminded when the following events occur:
- Birthdays
- Anniversaries
- Annual reviews
- Prepayment penalty dates
- Balloon and Arm adjustment dates
- Rate lock expire dates
- Interest rate watch
- Custom event dates
- Workflow tasks
Loan Process Milestone and Task Communication
An important way to build customer loyalty and enhance your professionalism is to communicate loan status to everyone involved with loans in process. This not only impresses your clients, it reduces phone calls and e-mail requesting loan status. Mortgage Quest sends e-mail to all parties when loan processing milestones and tasks are completed. You decide which milestones and tasks you want to communicate to your clients and others. For example, you can easily send e-mail to the Realtors, customer, and title company when the loan is submitted, approved, documents ordered, or appraisal received tasks are completed.
Mortgage Quest triggers milestone e-mail based on loan status information imported from Encompass, Calyx and other loan origination programs. This level of automation makes it very easy and quick to keep everyone informed of the loan status or when other key events occur.
E-mail Marketing
As you know, e-mail marketing is a preferred way to communicate with clients, prospects and other business partners because it’s easy and inexpensive. Mortgage Quest has many e-mail marketing features to help you communicate effectively and easily.
All Mortgage Quest e-mail is written in Microsoft Word, making it very easy to change or create custom e-mail for any purpose. No more clunky non-standard editors or knowledge of HTML required.
Key e-mail features:
- Send e-mail directly through Mortgage Quest without the need for other programs
- Send e-mail through any SMTP service, including gmail, live and yahoo services
- Send any HTML file such as e-cards, digital newsletters, and flyers
- Send any attachment, such as PDFs, spreadsheets, or scanned images
- Send broadcast e-mail to your entire database or specific groups of people
- E-mail is sent individually–no distribution lists
- Create personalized e-mail headers and footers
- Personalize the e-mail subject with the person’s first name and your phone number
RPost Registered Email Service
RPost has set the standard for legal electronic messaging and document services with its patented Registered Email® services for email delivery proof, compliant message encryption and legal electronic signatures.
RPost services are now integrated into Mortgage Quest, and available as an add-on service to provide easy to use email delivery proof, compliant message encryption and legal electronic signatures options.
By leveraging Mortgage Quest’s ability to associate people involved with a loan (realtors, escrow/attorneys, borrower, builder, and seller, etc), RPost services can now, for example, be used to guarantee and verify that everyone received loan status emails; that any personally identifiable information (PII) is sent encrypted, and that any documents requiring signatures are signed electronically – without the need to print, sign, and return by fax or courier.
Read More about RPost Registered Email Service and Request Price Quote
View Mortgage Quest & RPost Features
View Mortgage Quest & RPost Integration Presentation
Mortgage Marketing Content
As a busy loan professional, you probably don’t have time or the desire to write marketing letters and e-mail. Mortgage Quest has over 600 different letters and e-mail you can send to your clients, affinity sources, sphere of influence, and others. These letters and e-mail are informative and designed to build business relationships and generate referrals. Spanish letters are also available.
All letters and e-mail are written in Microsoft Word so they are easy to change or create new documents for any purpose. Since not all customers have e-mail addresses, marketing letters are available in both print and e-mail formats. The letters and e-mail are also grouped into multi-letter drip marketing campaigns to make them easy to use. All you have to do is add people to the marketing campaign and start communicating with your clients and others.
Mortgage Quest also has high quality and graphical e-cards you can e-mail to your clients and professional partners. These e-cards are personalized with your contact information, company logo and photo. Best of all, you will be reminded when it’s time to send e-cards. It’s quick, easy and inexpensive.
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Integrated Products
Mortgage Quest is integrated with the best programs you already use daily, such as Microsoft® Word, Outlook and loan origination systems. This makes Mortgage Quest easy to use because you don’t have to learn non-standard programs to perform basic tasks, such as creating and editing letters or e-mail. Mortgage Quest’s advanced technology communicates directly with Word to perform mail merges and other processing to send e-mail or print letters. Mortgage Quest also communicates directly with Outlook to update the contacts, task and appointment information.
Mortgage Quest is integrated with:
- Microsoft® Word
- Microsoft® Outlook
- Microsoft® Excel
- Encompass
- Calyx Point
- Fannie Mae 3.2
- Mortgage Websites
Many loan professionals have data in various places, such as loan origination systems, Outlook and Microsoft Excel spreadsheets. Mortgage Quest’s intelligent importing features bring information from these different sources into one centralized database. Special features help eliminate duplicates.
Mortgage Quest also performs special tasks when importing data, such as triggering e-mail, adding and removing people from marketing campaigns and distributing leads. This automation saves you time and money.
Key importing features:
- Create and update Mortgage Quest records from 1003 or Fannie Mae 3.2 information
- Update loan status and trigger milestone and task communication e-mail
- Add people to campaigns after the loan closes for up to 5 years
- Import all e-mail sent and received in Outlook
- Import leads from websites
- Automatic lead distribution