WorkCenter™ by vForms CRM for the Mortgage Industry

Customer relationship management technologies are a bit misunderstood, in part because there are so many different flavors of CRM programs and services available, and because getting diverse business processes to work together can be complex.

Much of the complexity is due to the fact that some applications which are called CRM systems are merely glorified contact management programs. There are vendors who provide fully integrated CRM solutions with high-powered databases capable of organizing customer contact information and coordinating the data with sales and billing, account status, sales history, and service records; then binding all of the information with a back office accounting system.

For the average mortgage brokerage professional, it can be pretty confusing.  There are even CRM systems that can be hosted by third-party application service providers (ASP) or built from the ground up and hosted in-house to make related applications appear to work together in real-time.

The common thread between these seemingly dissimilar functions is that CRM technologies allow small and medium sized businesses to better serve their customers — and better customer service makes for happy customers that will buy from you again, and again, and again.

Mortgage Brokerages and Marketing Based Transactions

It is not uncommon to find a residential financing business that has about 40 employees operating out of three different offices.  Likewise, today we see net-branching mortgage companies with upwards of 500 loan officers that are working either alone or as part of a small to mid-sized team. Recent historically low interest rates created refinancing opportunities for both of these kinds of mortgage operations to kick its business into high gear. All these mortgage companies need a way to tie in its sales and marketing promotions with customer data, working in a way that would also accelerate the company's loan closing process, to tie these processes together can be time consuming and involve several different software packages.

WorkCenter accelerates these processes by being an advanced multi-centered software package, and accomplishing these advanced processes in a way that other CRMs don't.

How is WorkCenter Better?

The first screen that appears when you start WorkCenter is the Video Console screen, from here you can access flash videos explaining the use of WorkCenter.

See Video Console.