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Alexus Matulka

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How to Reach Various Target Audiences with Mortech Protection

Posted by Alexus Matulka on Mar 25, 2019 10:12:46 AM

 

 

With our predictive analytics platform, Mortech Protection, we help you not only retain current customers but also grow a portfolio of new customers both inside and outside of the mortgage space. We break these customers into three different categories based on their current status with you as a loan officer.

 

 

PRIMARY BANK AND MORTGAGE CUSTOMER

To start you have your current customers that use you as both their primary bank and for their mortgage needs. These are the customers that you have to continuously be pushing your name in front of because they might think that you are no longer there to help with future mortgages after your first initial one is complete. The main goal with this group of customers is to keep your most profitable customers that you already know for life. Mortech Protection will help identify when these customers are shopping for a new home and need new financing. You then can take this data and market to that precise group of people.

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3 Ways Mortech Protection Will Recharge Your Customer Retention

Posted by Alexus Matulka on Mar 15, 2019 10:03:45 AM

Do you feel like you have flatlined with your current marketing efforts to current and potential mortgage customers? In the world we live in today to continue to grow professionally you must get organized, stay proactive, and do all of this in a cost conscientious way.

 

In the last year Mortech has launched its own proprietary predictive model to help you do just that. With the help of Mortech Protection, our predictive listing analytics platform, you as a lender can now target your messaging to your most profitable customers; changing them from one-time customers to customers for life.

 

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Meet Mortech: Customer Success Team, Brian Kohel

Posted by Alexus Matulka on Mar 13, 2019 8:20:57 AM

This week on Meet Mortech: Customer Success Managers we want you to meet, Brian Kohel! His role on the team is to help onboard and support Mortech clients to improve their daily operations within Marksman

 

Favorite part of the job: I really like hearing from clients how Mortech has helped them be more successful at their job and reach goals they have set for themselves and their companies.  

 

Favorite things to do on his days off: I like hanging out with my kids and friends or doing anything involving music.

 

Favorite place to travel: Favorite place to travel is Seattle.   

 

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Meet Mortech: Customer Success Team, Cassandra Sitzman

Posted by Alexus Matulka on Feb 27, 2019 9:32:02 AM

On our second week of Meet Mortech with our Customer Success team we want you to meet another one of our amazing Customer Success Managers, Cassandra Sitzman! Her role on the team is to help build and maintain a trusting partnership with Mortech’s clients by providing efficient and reliable support.

 

Favorite part of the job: I really enjoy connecting with other departments and learning processes on a macrolevel, in addition, being part of a team that wants to provide industry leading customer service. Zillow Group really values their employees also by providing great benefits and work-life balance.

 

Favorite things to do on her days off: I enjoy traveling with my family, visiting my folks, or even having a productive day at my house.

 

Favorite place to travel: My husband and I lived in Colorado for over a year, so we love to take our son back there once a year to go hiking, fishing and sightseeing.  


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Meet Mortech: Customer Success Team, Samantha Hermann

Posted by Alexus Matulka on Feb 15, 2019 8:05:40 AM

This week we want you to meet one of our Customer Success Managers, Samantha Hermann! Samantha's main area of focus on the team is to equip our clients with the tools they need to grow their business. 


Favorite part of the job: Being able to work with so many different people and learning something new daily in this ever-changing industry. 

 

Favorite things to do on her days off: On my days off I enjoy spending time with my family, going to sporting events and running!

 

Favorite place to travel: This is a tie between California and Oregon! California always has beautiful weather and a ton of things to do, but it's hard to beat the beauty of Oregon.

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