PAST + PRESENT = FUTURE
The CRM has exponentially increased my business with little time and effort.”
In a world where digital reigns, your marketing is more important than ever. Our industry-best, in-house marketing team is always ready to help you get the clicks, the likes, the reviews, the shares, and the business you deserve.
Single Point of Entry
Contacts and loan information you enter into Encompass flow directly into you CRM, your phone, and then into Outlook - automatically syncing every 15 minutes.
Set it and forget it. Automated email & direct mail marketing keeps you squarely in front of your prospects & partners, as well as current and past clients. You control who gets what, and when they get it. And it’s automated immediately after set-up.
No more guessing. With 48 reports feeding easy-to-understand visual metrics, you’ll know where you’ve been, where you are, and where you’re going - with automatic updates every 15 minutes.
Automated loan status emails and text messages will notify the Borrower, Co-Borrower, Buyers, Sellers, and Builders Agent.
Return On Investment
Your top referring contacts and sources are tracked in the CRM. This helps you know which contacts in your database you should focus your time and marketing dollars on, to help keep those relationships open.
Dramatically reduce internal emails by utilizing the CRM’s Chatter feature. This tool allows you to follow specific people and specific documents & guidelines related to your specific loan types, and reduces your need to sift through emails that do not apply to you.