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Online Quoting: Are You Making the Grade?

Posted by Brian Hall on May 10, 2017 12:37:44 PM

mortgage tech consultation | customer relationship management | secondary marketingIntrospective evaluation is an important part of any process, whether in business, hobbies, or just life in general. People who want to be the best at something are always looking at what they’re doing, how they’re doing it, and how to make those processes and habits better so that they can enjoy continual success. In a business that moves and changes as much as mortgages, this inward-thinking is especially vital.


We know there’s no easy way to evaluate your business. To do so thoroughly would take a lot of time, data collection, and possibly money. Doing so would also detract from your main priority of working with current prospects and trying to convert them into customers. In an effort to keep from spending too much time doing self-evaluation and taking that precious time away, Mortech has created a short and simple solution for you to briefly evaluate yourself with high-level details backed by data.


Via our technology consultation questionnaire, you can quickly evaluate your online quoting processes – the questionnaire only takes a few minutes to complete – and upon submitting your information, a Mortech representative can evaluate your business and find potential areas that you could expand in to see improved business and processes. This can range from the number of lead sources you’re getting leads from, to customer relationship management and mortgage application tools and processes.


What’s better is everything is backed up by data we’ve compiled so that we’re only asking you the questions that matter. You don’t have to worry about wasting time or anything going unaddressed, and you can even see why everything you’re asked about is important from a business perspective. You can also learn more about Mortech tools and integrations that can help you achieve more with respect to online quoting, and start improving yourself and your business.


Give it a try for yourself: within minutes you can have a high-level understanding of where your online quoting processes and tools sit in the industry, and expect a Mortech representative to aid you in improving yourself and your business. But don’t wait too long; the mortgage industry is moving fast, and it’s better to stay ahead of your competition than try to catch up.


 Begin Questionnaire


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