Zoho CRM for Mortgage Brokers.
Zoho CRM is designed to enhance the efficiency and productivity of mortgage brokers. Our customised solutions help you spend less time on administrative tasks and more time closing deals.
Key Benefits of Zoho CRM for Mortgage Brokers
Customization
Tailored specifically for each mortgage broker, ensuring a seamless workflow.
Low TCO
Affordable and cost-effective, with no hidden costs.
Independence
You maintain full control and ownership of your data and workflow.
Comprehensive Customer Relationship Management
Zoho CRM helps you to:
Capture crucial contact and financial information
Automate tasks and workflows
Access a single platform for all your records
Integrate with PBX and mobile phones
Stay connected with customers through effective email management
Visualize your workflow with customizable dashboards
Centralized Records Management
Zoho CRM handles everything from emails, phone calls, meetings, tasks, incidents, opportunities, quotes, invoices, expenses, customer issues to documentation. This breadth of functionality streamlines complex, multi-step, multi-client services like Mortgage Brokering.
Integrated Communication Tools
Leverage PBX and mobile phone integration to journal all your calls and benefit from full mobile compatibility. Stay connected with your clients, no matter where you are.
Effective Customer Engagement
Use Zoho CRM's email functionality and mass mailing features to stay connected with your customers. Send timely reminders and updates to keep your clients informed and engaged.
Customizable Dashboards
Customize your dashboard to get an overview of deals, prospects, and loan applications. Stay on top of the most important aspects of your business at a glance.
Tailored Business Workflows
Develop tailor-made business workflows to ensure optimal speed and reduce mistakes. Our workflows support collaborative work and can scale as your business grows.
Automated Document Generation
Automatically produce crucial documents using our automated templates. Speed up the creation of loan applications and legal documents, reducing errors and saving time.
YOU'RE IN GOOD COMPANY
Take the Next Step with Lumen Business Solutions
Don’t settle for less – partner with Lumen Business Solutions for an experience that drives your business forward.
