Carrie Guarrero — a branch manager with Fairway Independent Mortgage Corporation in Waterville, Minnesota — loves how easy Motivator makes building her business! Carrie says that since she became a Motivator user, the CRM and digital mortgage marketing platform have changed the landscape of her loan processes. Carrie told us that Motivator makes email updates to real estate partners and customers simple. Additionally, Carrie says that using this mortgage CRM creates an easy-to-follow process for all parties involved in the mortgage transaction.
In addition to the many educational drip campaigns to which Motivator users have access, Motivator also provides an in-process workflow to keep all parties updated during the loan process. This workflow sends an email to everyone involved, letting them know when certain milestones are achieved and when items are needed to proceed. Once customers have achieved “closed borrower” status, Motivator continues to reach out to them through a monthly consumer newsletter as well as birthday, anniversary and holiday emails, in an effort to leverage a customer for life.
Watch the video testimonial below to learn more about why Motivator is Carrie’s favorite mortgage CRM.