Mortgage CRM²

The mortgage is changing and it is time to take your business to the next level. With increased competition, changes in consumer behavior, uncontrollable economic environment, it is becoming more difficult for mortgage professionals to generate new business. Our on-demand mortgage CRM + Marketing (CRM2) system is the most advanced sales and marketing Software as a Service (SaaS) platform designed to help mortgage professionals automate their sales and marketing functions.

Liberty Title is the only technology company that provides web-based, Mortgage Customer Relationship Management and Marketing (CRM2) designed specifically for mortgage professionals. This all-in-one mortgage marketing system, combines the latest sales force automation functionality with next-generation marketing automaton tools.

The Mortgage CRM2 system includes:

	Mortgage CRM and Lead Management / Sales Force Automation Manage your prospects with our online Lead Generation System. Our mortgage CRM system enables you to update your contacts, track your sales pipeline and manage your leads. The mortgage CRM system also enables you to track what your prospects are doing on your web site. Know when they log in, what they search, how long they stay on your web site and what their real estate and mortgage needs are. Receive email alerts when the prospects visit your web site and set-up drip email marketing campaigns.
	Manage Contacts and Sales Pipeline With our mortgage CRM system you can easily manage your sales pipeline and update the status of each lead and customer.  You can schedule your follow-up tasks with our online calendar system and forecast your sales pipeline.
	Mortgage Dashboard with Online Calendar to Track Activities With our online Calendar, your can track the status of your prospects and daily activities.  As a business owner, you have insight into your company’s activities and schedules.
	Auto-responders & Email Marketing Our mortgage CRM system includes email auto-responders that are sent to your prospects.  Each auto-responder can be customized to include your logo, graphics and content.   You can send nice looking, professional HTML emails to your clients with relevant content.
	Import Batch Leads Need to import a large database of prospects or customers into your mortgage CRM and marketing system?   You can easily map your database fields and import other databases from any Access Database, Microsoft Outlook, Calyx, Encompass or any LOS provided the data is in a comma-separated file.
	Import Leads Quickly and easily add new contacts and leads to your mortgage CRM system. With just one-click you can add new prospects to mortgage CRM system.
	Marketing Automation & Drip Email Marketing Our Mortgage CRM system included a fully integrated email marketing engine that allows you to create and send email marketing campaigns to existing clients and new prospects.  Either send out. Track what your prospects are doing on your web site. Know when they log in, what they search, how long they stay on your web site and what their real estate and mortgage needs. Receive email alerts when the prospects visit your web site.
	Choose from Professional Looking Email Marketing Templates Our email marketing system includes a large selection of professional looking email templates designed specifically for the mortgage industry.   Choose from our template library of HTML emails or create your own using our email marketing system
	Stay Current with Mortgage News and Market Updates The mortgage CRM system includes a dashboard of the latest mortgage news and Market updates so mortgage professionals can stay informed on what is happening within their industry.