What’s in your inbox? Are you using all of the tools at your fingertips to deliver accurate rate quotes to any and all customers in your pipeline? Arming folks with your brand and your data will only affect your referral business in a positive way. Bottom line: RateTracker and Email Campaigns work.
----------
Seems like everyone is talking compliance these days. Did you know you can adhere to your company’s password policy in Marksman? That’s right – with our security settings companies can easily require users to change their passwords in intervals that the company already has in place. Do you comply?
If you want more information on compliance options that Mortech can provide for you, check this out.
Tired of using a yellow notepad for your callbacks? You should be. Let Marksman do the work for you with the Dynamic Pipeline. Easy to use, easy to update prospective borrowers.
----------
Did you know you can create your own prospect statuses in Marksman? Manage your desired workflow using check points along the way that you determine.
Who is a prospect? Simple answer: anyone and everyone! Did you know that any and all prospects can be added to your Marksman account? You can’t stay in contact and showcase your company information if you don’t start with the customer. Marksman only requires three simple pieces of info to start the prospect – sounds simple, right?
The Investor View field on the pricing screen in Marksman allows you to see multiple investors per rate. You can choose to view single best investor or all investor pricing in your account.
