real estate crm

It is clear for most realtors that they need a suitable CRM in order to remain competitive. What they do not know is how to select from so many different products out there and what aspects should influence their decision. The good news is that Real Estate CRM can be used for almost any aspect of your business and it can help you track, manage leads, upload contracts and so much more. You should not hesitate to use Mortgage CRM to run your business but before you implement such a tool you will have to consider its features and the plus value it can bring to your business.

How to Decide on the Best Real Estate CRM

Competition is tough in real estate and you need all the leverage you can get. Companies that still work with paper-based documents waste too much time trying to find the information they need about their customers and this is a loss. Does it take too long for you to find information on a customer transaction that you are interested in? Do you know how much time your employees spend on activities that do not generate any revenue? Instead of wasting opportunities, you should leverage them and you can do that with the help of Real Estate CRM.

When it comes to implementing Real Estate CRM, it is important to understand what it brings to the table. First of all, thanks to CRM you can:

  • Store all your documents in a central location and have them organized and consistent; your agents and managers will be able to find everything they need fast and without any hassle.
  • Organization is essential in order to nurture leads better and achieve your objectives.
  • You will close more deals than before- it is important to know when to contact your leads, when to send them a message. Thanks to CRM, you can segment your contact list according to the stage of the purchasing cycle you are in. This enables you to customize messages according to the buying stage of each lead and establish a connection with leads on a more profound level. Leads appreciate the fact that you want to help and your conversion rate will increase before you know it.
  • CRM allows you to create customized drip campaigns
  • It enables you to cater to the demands of modern homebuyers and sellers

As you can see, CRM for real estate has become a necessity and it can bring great improvements as far as lead nurturing is concerned. By using CRM at each stage of the customer cycle and offer your leads the attention they deserve. According to an interesting article in Forbes,Software can integrate with databases and give insight to real estate professionals. A technological advantage can provide you an investing advantage. – Chuck Hattemer, Onerent

Why You Should Use Mortgage CRM

Different customers have different requirements and the same goes when they apply for a mortgage. There are leads that should be contacted immediately for they are a priority; they are the ones who want to buy a property fast and they have a very short purchasing buying cycle. They are likely to close the deal with the agent that answers first. By using Mortgage CRM, you can organize the follow up process and make it more efficient so that you do not miss out on anything.

It is important to develop a relationship with your leads, to gain their trust and this can be done only via a solid strategy that can be implemented with the help of the CRM. It is in your best interest to automate the mortgage process and to enjoy the advantages it offers. The proper Mortgage CRM can simplify the lending process to a great extent and your organization will definitely benefit from automation, client data gathering and analytics and marketing. Customer relationships can be managed easier and better thanks to CRM and nowadays there are tools that offer much more than the standard functionality.

For example, for CRM that can be used for mortgages you should consider the following: regulation compliance, drip campaign marketing, loan management, virtual secretary, mobile functionality, integration capabilities, social media component, web-based portal, scalability and custom build. It is important to select the features that are important to you, the ones that will make a difference and that will help you navigate customer relationship management better.

What Features Should Mortgage CRM Have?

Organizations who would like to improve their front-end operations are advised to invest in CRM for mortgages and real estate. When you can keep client data organized, when you follow up on time and maintain contact with your leads you will stay in complete control of your business. Mortgage CRM has numerous features that enable agents to manage their preexisting client relationships. Staying up-to-date with regulations and compliances is much easier when you use a suitable platform. Mortgage regulations continue to change and to evolve and the only way to keep up with them is to use suitable tools.

By using a tool that provides flexibility you will be able to move forward without any difficulty and to meet the needs of your customers. Another useful feature for mortgage tools is the drip campaign marketing, which enables you to send targeted messages to clients and partners. Maintaining interaction with former and current customer is a must in order to remain relevant and develop a long-term relationship. Effective outreach will make a great difference for your business. Thanks to the loan management feature, it is possible to view reports whenever you need them and to track loans.

To summarize, Real Estate CRM is a valuable tool as long as it is equipped with the features you need. It is entirely up to you to decide which these are and how much money you can afford to invest on it. What matters is that you select a suitable product, one that works best for you and that you can use and adapt over the years. You can consider your needs such as integration capabilities, social media, scalability and others.

By Anurag Rathod

Anurag Rathod is an Editor of, who is passionate for app-based startup solutions and on-demand business ideas. He believes in spreading tech trends. He is an avid reader and loves thinking out of the box to promote new technologies.