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Protelus generates revenue for mortgage origination companies by using the past client data in their loan origination systems. Protelus is a complete Customer Relationship Management solution that guarantees all loan officers will market to their past clients. We are the only company that has fully automated the transfer and cleaning of all client and loan information into a marketing database.
If all of your loan officers are not marketing to their past customers, we know why and we know how to fix it.
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As soon as your Loan Officers have to use a separate system to execute client marketing campaigns, 80% will not market consistently. This can seriously limit company revenue and growth.
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To make your marketing system work, you may have hired staff to manage multiple vendors that each only provide portions of what you need. While you may now have a working system tailored to your business needs, you have added a considerable layer of cost and complexity.
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One of the biggest hurdles in establishing a marketing system that generates company-wide results, is getting all of the detailed client and loan information from your loan origination system and into a marketing database. The more client and loan specific information in your database, the more loans you will close from past clients and referrals.
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The number one complaint of both borrowers and realtors about the mortgage process is the lack of communication while the loan is in process. If you can satsify this need across the whole company you will enjoy all the wealth that comes from great relationships. The trick is how to guarantee this high level of communication happens on every loan and with everyone involved in the transaction.
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Many companies have resigned themselves to send out email and mail campaigns that they know will not generate the best results in terms of closed loans. They are left to hope that these lower quality campaigns will generate the same results. We're sorry to have to banish this hope - what you say and how you say it matters. |
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