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  • Writer's pictureOnsite CRM

Control Your Mortgage Business with Onsite CRM

Onsite CRM for Mortgage Companies

An important thing to note in mortgage is the difficult balance between being successful in business and staying out of the way of regulators motivated to penalize the industry. CRM platforms are no longer only contact managers and sales tools. Nowadays, Onsite CRM software has become a partner in compliance, providing ways to increase sales while keeping lenders in sync with regulators. Onsite CRM integrates with Encompass, Point and other key players in the mortgage world.

A Compliance-Heavy Environment

With compliance concerns and increased regulation, it is important to enforce consistency within your business and it's far from impossible with our software. Onsite CRM for mortgage helps originate loans correctly and moderate costs, which will help you remain profitable and successful. Unfortunately, this compliance-heavy environment is not just a fad.

Our CRM includes considerations around federal Do Not Call Registry guidelines, Gramm-Leach-Bliley protections of consumer information, Fair Credit Reporting Act (FCRA) requirements regarding consumers and credit reports, and more, including data retention, archival security, etc. Let us does the heavy lifting for you, so you can focus on increasing sales conversions.

Onsite CRM, when combined with a great content library, can create amazingly powerful communications based on fact-filled and dynamic borrower presentations. By quickly being able to pull client information, it is easy to persuade customers to commit on the spot, and follow up campaigns that boost successful referrals. 

Using the CRM & Customizations

Our technology can help you in virtually every aspect of compliance and business success. However, attitude is just as important as your business techniques. Having all tiers from management down should be on board with compliance & strategy. A CRM is only as good as the people who use it. 

Onsite CRM is fully customizable for any size mortgage firm. By explaining your sales process, your account manager & our team of developers will help come up with a seamless system that is an easy transition from your current structure.

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