Mortech Blog

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Brian Kohel

Recent Posts

Support Squad: Calling All Prospects

Posted by Brian Kohel on Oct 20, 2015 12:27:00 PM

Fall isn’t just a great time of the year for spending time outside in beautiful weather; it’s also the time of the year that I get to do one of my favorite things: coach junior league football.  To me, the fun of a season is to see how the team comes together to play as one cohesive unit, as well as individual players. Individuals striving to get better and providing a healthy challenge to fellow teammates to do the same.

 

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Support Squad: Marksman Reports - Your Life Made Easier

Posted by Brian Kohel on Oct 5, 2015 1:56:39 PM

So now that your company is “Market Fresh” and receiving online leads, how do you know the quality of those leads and how they are being distributed? In days when I was first in the mortgage world, online leads were no such thing. Most of the tracking of leads would’ve been broken up into Walk-In, Call-In, and Referral. In addition it would have been a very manual process. In the odd chance you’re still marking tallies on a chalk board, I’d like to let you in on a little secret, Marksman can do this for you!

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Support Squad: Market Fresh

Posted by Brian Kohel on Sep 21, 2015 2:07:29 PM

Over the years the season of fall has become my favorite time of the year. The cool, crisp mornings, the evenings surrounding a fire pit with friends, and Saturday’s Farmer's Market. I can walk down the street and look at many different vendors whether it be fresh produce, homemade crafts, or kettle corn warm enough to put off steam out of the bag into the crisp fall air. My kids and I know there will be something to appeal to each of us individually, and having the options in front of us makes for an experience we can tailor to our own tastes. Much like my kids and I have different tastes, Mortech’s clientele has individual needs and we recognize this and offer to y Marksman Marketplace.

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Support Squad: Buckle Up

Posted by Brian Kohel on Aug 25, 2015 1:49:39 PM

Building on the last Support Squad Blog and our society’s need for speed, today we’ll talk about how to expedite the rate quoting process. This industry is about building relationships and trust with clients, and one attribute they will appreciate is a quick response when asking for a rate for their home loan. Not every client is the same, and as you’re talking to them, you might find they are eligible for more than just a conventional loan. So then, what’s next?

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Support Squad: Rates - Who Wants What

Posted by Brian Kohel on Aug 10, 2015 1:43:43 PM

Our society has definitely drifted towards an instant gratification psyche, which isn’t surprising when you think about all of the information technology has placed at our fingertips. So how are you supposed to keep up with your client base if they all want to know information regarding their potential home loan right away? This would be an easy answer if we only had one or two prospective borrowers in the pipeline all of the time, but in working with my clients, I know this is hardly ever the case. Well luckily for us all, Marksman has an easy answer if you have one, or even thousands of borrowers in your pipeline, and that’s the RateTracker.

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Support Squad: POOF! It’s Gone

Posted by Brian Kohel on Jul 27, 2015 12:38:00 PM

Wow, I had the best weekend ever! What did I do? Well I … I can’t remember.

 

Have you ever been in the middle of a story then all of the sudden you lost your train of thought and you completely forgot what you were going to say? Let’s face it, we’ve all been in this situation. When this happened to me in my childhood, my mother would always tell me to retrace my steps - physically and mentally - to try and remember what I was going to say. This worked most of the time, but every now and again, I would simply just forget. Luckily for me, and others like me who have too many things to remember, if your Marksman password slips your mind, we’ve built in a backup plan.

 

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Support Squad: ConQuering Quotes Quickly

Posted by Brian Kohel on Jul 13, 2015 1:48:00 PM

Ok, maybe alliteration isn’t my forte, but quickly passing a mortgage quote to a prospect? Now that’s more my game. In a fast-paced, ever-changing industry such as mortgage lending, two minutes often makes all the difference in the world when first talking with a prospect. We understand that at Mortech, and we want to give you tools to make your job as efficient as possible. One of those tools is the ‘Scenarios’ option on the Rates page.

 

Say you have a borrower on the phone that doesn’t really know what they want for a product. You can give them a few options, all easily accessible from your rates page within Marksman. Up to five scenarios can be saved as defaults for your pricing needs. Nobody knows your business and clientele better than you, so why not customize your Marksman account to your workflow?

 

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Support Squad: Drip Marketing

Posted by Brian Kohel on Jun 29, 2015 1:56:00 PM

In most cases when talking about a home, the word ‘drip’ doesn’t usually surround itself with positive vibes. But in the case of home loans, a drip can be a great thing, specifically marketing to potential borrowers. Marksman gives you the ability to create drip-marketing campaigns to your clients, both new and old, through our email campaign feature.

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Support Squad: Product Cross Reference

Posted by Brian Kohel on Jun 15, 2015 2:16:00 PM

At Mortech, we know it’s not just about providing tools to our customers, but also about helping our customers understand our software and be able to use it to its fullest potential. Our support team is constantly working to provide the best possible experience for our customers, and now we’ve come up with another way to do just that. We’ll be posting a biweekly blog, written and compiled by our support team, highlighting different tools and aspects of Marksman to better help you understand and use our products, and ultimately improve your business.

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