Complete Service
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You stay focused on what you do best:
closing loans and running your business.
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Build the Client Database
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We build your client database. We identify all unique borrowers and all active loans. No one else can truly automate this task. This is a significant undertaking that is essential for your professional image: ensuring that the right letter goes to the right person at the right time.
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Data Capture
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Moving forward, all new clients and loans are automatically captured, so your database stays current.
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Data Import
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If you have client data in other systems such as Outlook, ACT!, Goldmine, or other LOS files, we can import data from almost any system. |
Data Analysis
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We analyze the database so you do not need to become an expert on software and database queries. For every campaign, we sort and segment your client list for the best possible targeting of the sales campaign and best sales results.
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