Integration

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CRM_integration

Market Focus increases your productivity and marketing efforts with its integration with many systems and programs. This advanced integration reduces double entry and extends your marketing capabilities.


Websites Websites

When visitors to your website fill out contact forms, Market Focus can import the information and assign the lead to sales professionals.

Mobile Access Mobile Access

When you’re out of the office, you can add a person to the Market Focus database from your phone and also put them on a specific marketing campaign.


Lead Providers Lead Providers

If you purchase leads from lead providers, Market Focus can import the leads into the database and assign them to sales professionals. Any lead provider than can post or email you leads can be imported automatically.

  • Zillow
  • Trulia
  • Best Rate Referrals
  • Loansifter
  • EmediaPath
  • LeadPoint

Outlook Microsoft Outlook \ Exchange

All Market Focus services are integrated with Microsoft Outlook and Exchange services. Contact information, appointments and tasks can be scheduled within the Market Focus database and synchronized with your Outlook to provide connectivity to other Outlook programs or to your mobile phone.


Word Microsoft Word

Market Focus is integrated with Microsoft Word to perform automatic mail merges to print letters, envelopes and labels to your local printer.

Import Import \ Export

Intelligent importing features bring information from many different sources via CSV or Microsoft Excel spreadsheets into one centralized database. Special tools help eliminate duplicates easily.


loan origination Loan Origination Systems

For users in the mortgage industry, Mortgage Quest can import from Encompass directly. For Calyx Point and other LOS systems, data can be transferred via Fannie Mae 3.2 files and spreadsheets.

Advanced importing features include:

  • Creates borrower and co-borrower information, including key loan details, birthdays, property and mailing addresses, and email addresses
  • Creates realtor records and assigns the listing agent, buyer’s agent and escrow \ attorney to the transaction for status communication and reporting
  • Completed loan status tasks are imported and trigger transaction status email to everyone involved with the loan
  • Imported closed dates imported trigger post closing marketing to everyone involved in the transaction for 1 year to generate referrals