According to TechTarget.com, Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.
For most industry professionals, a CRM is a piece of software they use to keep track of their prospects, clients and business contacts. Basically, a digital address book with some tracking capabilities.
Here at Motivator, we are more than just a CRM – we are a comprehensive digital marketing strategy integrated on top of a CRM platform. This means that along with giving you the software you need to store your data, we also give you a guided marketing process that helps you build your business – including loan-specific email campaigns, automatic in-process mortgage communications, and intuitive dashboards and reporting functionalities.
We’re not going to lie, using Motivator can seem intimidating at first. We offer so many options and features, it could be overwhelming to tackle it on your own – especially if you are not particularly good with computers.
Here’s the key, though: You are not alone! We are here to offer you all the help and guidance you need to get you started.
Our training and support team offers training all throughout the week, including a weekly user training. We also have developed a 24/7 Help Center where you can access hundreds of articles and videos on any of the topics you might need help with. In addition, we have live chat available during normal business hours, and an email and help request system available as well.
As if that wasn’t enough, we send you a communication every weekday with great information and a morning agenda to walk you through the basic steps for success.
Currently, we have over 20 campaigns available and we are adding, updating and enhancing constantly! Our campaigns are broken out in to multiple categories, with focuses on both potential buyers as well as business partners. We also offer monthly newsletters to both your past clients and realtors as well as a weekly communication for your top ten referral partners.
Absolutely! We have worked hard to give you a complete marketing campaign that covers the life cycle of your clients and business contacts, but we recognize there are still going to be times when you want to communicate directly. Our system includes starter email templates that you can build on. In addition, we provide a folder full of greeting card style templates to cover almost every occasion and holiday.
We know that the relationship doesn’t end just because the paperwork is signed, and the keys are handed over. A great system helps you maintain that client for life. That’s why we automatically add your closed borrowers to our monthly consumer newsletters. We also make sure to follow up with them after the deal to advise them on how to deal with junk mail, remind them of their first mortgage payment, and send them an email on their loan anniversary. And of course, we can’t forget to email them on their birthday!
We also include a folder of greeting card templates to give that personal touch for all the important life events that may happen: a promotion, a new baby, an engagement or marriage, and all the major holidays. As always, we are constantly adding and upgrading our offerings to make sure we give you all the tools you need to succeed.
We understand how valuable your referral partners are to you! Not only do we provide you with timely communications throughout the loan process, but we also keep them informed of important dates like loan anniversaries and client birthdays. We have also integrated emails to your referral partners during our loan campaigns, so they know you value their recommendation and are working hard to get their clients approved and ready to buy.
We are happy to assist you with a one-time courtesy upload using our Excel template. Our Help Center has a great article that walks you through the steps of getting your database uploaded for you.
You are also able to enter in individual contacts manually with just a few clicks. If you are purchasing leads through an online lead generating system like Zillow or LendingTree, we can also assist you with adding them to Motivator automatically.
Once you have submitted all your information to us, we can have your account ready within 3-5 business days. This includes the building of your website, system synchronization, and other behind-the-scenes accounting building. If you are signing up for an account other than our standard LO account, that time frame may be slightly different.
Yes, we do! Our app is available for free on both Apple and Droid based devices, and is a great tool for using Motivator on the go. We consider our current version to be beta (although our current users already rave about it) and are very excited about the continued features and enhancements we have in store.
Yes, there are! Along with a branch manager overview dashboard and recruiting dashboard, we also offer reporting features and mentoring techniques that you can use to monitor and motivate your team. We also offer trainings throughout the week, and special trainings with
Recruiters love our system. Along with a great email recruiting campaign with two different timing options, we offer a customized dashboard that tracks where you are in the recruiting process, and what steps to take next. Plus we offer several different recruiting tools and training videos to help you throughout the process.