“Reverse Mortgage Sales & Marketing System Lead Automation and CRM”

Our Sales and Marketing System CRM is a web based, all-in-one solution for reverse & forward mortgages businesses that want to increase  their revenues by automating and improving their marketing, sales, and customer management!

Key Benefits of the System

  • Anytime, anywhere access
  • Easy-to-use interface
  • Specifically for Reverse & Forward Mortgage Industry
  • No software, hardware, or IT costs
  • Monthly upgrades included
  • Unlimited technical support
  • Advanced user permissions
  • Secure, tier 4 data hosting
  • Regular data backups

“Finally somebody has put all the pieces together into a system that actually works for reverse mortgage businesses.” R.  Brown

Marketing Automation
Now you can create a steady stream of closings  by putting all of your marketing on auto-pilot! You don’t have to do a thing.  The marketing sequences are already done for you and include email, direct mail, fax, voice broadcast, scripts and  tasks to prompt you daily. Let this powerful marketing system follow-up with your customers and prospects automatically!

Sales Force Automation
Maximize your closings by tracking all of your leads through a fully customizable sales pipeline. Set up sales teams, automatically distribute leads and build automated triggers into your sales process to ensure that your leads are being followed up appropriately and on time.

Email Management
Utilize email as an effective tool to market your mortgage business. Manage newsletters, auto-responders and more with our robust email tools.

Contact Management
Our customer-centric approach to contact management will enable you to track all of your emails, faxes, appointments, tasks and phone correspondence in one place so you can close more sales by maintaining better relationships with your senior prospects. 

List Management
Manage your database effectively with powerful searches that allow you to slice, dice, analyze and segment your customers and prospects into meaningful lists. The end result is ultra-targeted marketing, effective communication and more profit!

Calendaring & Tasks
Stay organized and on top of your daily agenda with full online calendaring and task capabilities. Access your information at home or on the road with any web enabled desktop, laptop, PDA or cell phone.

Help Desk
Handle your support requests seamlessly with our Help Desk Module. Create ticket stages to track and manage customer support issues and set triggers to automatically initiate required actions throughout the ticket process.


Here’s the Best Part…See What You Get

  • Roadmap from start to finish
  • 9 Audio CD’s, & 1 DVD   
  • Full Sales & Marketing Manual in Print
  • Professional Letter Campaigns, Scripts, Emails
  • Campaigns for HUD counseling, Application, Processing,  Closing, and After Closing
  • Loan Portal
  • On Line training
  • Startup training
  • Technical support included
  • Technical & enhancement updates included
  • 6 scripted & written campaigns, from start to finish
  • 189 carefully crafted letters & templates
  • 12 emails written & set to go automatically
  • 16 scripted phone calls
  • 22 free reports
  • Free weekly ‘By The Numbers’ report sent automatically
  • Free Membership to  Seniors Right to Know Network & Logo usage
  • Reprint rights for my personal use of the sales literature
  • Access to Members only section of Sam Collins Marketing web site
  • Resource forms for your use 
  • Quick start up guide   
  • 2 fax consultations for advertising & marketing
  • 2 one on ones with Sam
  • 22 free reports
  • 2 Free months newsletters
  • 2 months Free custom web site

Here’s more for Forward Mortgage Marketing for brokers and originators who may be involved in both Forward and Reverse mortgage origination will receive the following additional tools....

Here’s what else you get: 

  • Complete written templates for Purchase Market including emails and letters
  • Complete Refinance templates both email and letters
  • Complete Credit Repair sequence for alt A and Sub Prime business
  • Free Reports  10 Biggest Mistakes
  • 10 Questions to ask a loan officer
  • 6 Things to stop you from paying rent Report
  • Complete Mortgage Term Library Sequence  and Client Birthday follow up
  • Complete both Forward and Reverse System,  with over 200 templates, already written & completed for you
  • Automated CRM accessible from home or office
  • Complete customizable residential application & Loan Portal

Yes, Send My Personal copy the Platinum Plus

Important:

*We intentionally will want to know more about you before you purchase our system on this site. It may seem like a strange way of doing business, until you realize that we want to make sure that our sales and marketing system is a good fit for your needs.

We also don't license our system to just anyone willing to pay us. Unlike other solutions, we do prescreen our customers. Just because someone has the ability to pay us doesn't mean we necessarily want their business.

For those who are a good fit, its very easy to order. We simply need to know a bit about you. You can provide that here and we will get back to you very promptly on how to get started.

Contact Information
First Name *
Last Name *
Email *
Phone1
Other Information
What is your main objective in purchasing your on line automated sales and marketing system?
What do you use now for lead & data management?
Do you have any questions about the functionality about the on line automated sales and marketing system?
How many loan officers and administrators will be using your system?
Who will administer your site? Are they familiar with using on line soft ware.

Once completed, we will contact you directly.   A live demo of the system will give you a full understanding how the system works.

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