CRM Recruiting Introduction

CRM
Customer Relationship Management
Powered by VITEK
© Copyright 2011. All rights reserved.
"
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
What is a CRM?
  Marketing engine utilizing technology to automate
interactions with your customers, clients and sales prospects,
with the overall goals to:
  Win New Clients
  Nurture and Retain Existing Clients
  Build Clients for Life
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
The VITEK Powered CRM
 
Automated drip e-mail marketing system designed to capture, retain and return clients…for life
 
All e-mails are personalized from you to the recipient, providing them valuable and relevant content
 
E-mails are automatically sent to your leads and past customers with no extra effort on your part
 
Continually markets you from the start of the lead, through the loan and ongoing even after the loan
closes, creating you a client for life
 
Ability to build you customized campaigns
 
Recipients can opt out at anytime
 
All provided at NO COST TO YOU as a VITEK Mortgage Loan Originator
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
The VITEK Powered CRM
Three Distinct Phases
Automated Lead Drip Campaign Converts More
Leads to Loans
Automated Real-time Loan Status Updates
Consistently Communicate to all Parties during
Loan Transaction
Automated Post Close Drip Campaign Nurtures
Existing Clients for Life!
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
New Lead Drip
Convert more leads to loans!
 
E-mail drip campaigns for both your
purchase and refi leads
 
Six month new purchase lead drip campaign
 
One month new refi lead drip campaign
 
Campaign automatically converts to ‘Real-time Loan
Status Update’ (RTLSU) notification system when
lead converts into a loan
 
No extra effort on your part!
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
Real-time Loan Status Updates
Consistently Communicate to all Parties during Loan Transaction
  RTLSUs are sent out during transaction to:
  Borrower
  Selling Agent
  Listing Agent
  Escrow Officer (where appropriate)
  Personally communicate 22 additional times to
important parties involved in transaction, at six
key stages in the loan process,
  No extra effort on your part!
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
3-Month Post Close
Nurture Existing Clients
  Automatically e-mail your borrower 3 months
after their loan has closed
  Answers questions borrowers typically have
after their loan closes
  Confirm your client’s needs have been met
  Reinforces our ‘referral reward program’
  No extra effort on your part!
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
Home-Loan Anniversary
Nurture Existing Clients
  Automatically e-mail your borrower annually
on their closing date
  Remind them you are always there to answer
their home-loan questions
  Reinforces our ‘referral reward program’
  No extra effort on your part!
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
CRM Reporting
  You have the ability to see individual reporting of your
CRM’s activity
  Ability to sort queried list by borrower name/loan
number and see the actual e-mail that was sent
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.
Convert More Leads to Loans
With the VITEK CRM
VITEK’s Marketing Department is dedicated to
maximizing your capacity!
Come See What You’ve Been Missing!
To find out more, or for a confidential interview, contact:
Philip Duncan
Executive Vice President
Direct: (916) 486-6430
E-mail: [email protected]
Licensed - NMLS # 37546
© Copyright 2011. All rights reserved.
VITEK Mortgage Group is licensed by the Department of Corporations under the California Residential Mortgage Lending Act.