Im a sales manager. How can I benefit from using MortgagePro?
A. MortgagePro CRM is beneficial for loan officers and sales managers. As a sales manager, you can customize the sales pipeline so that the stages match the sales process of your mortgage company. You can set each stage of the pipeline with a number of “Target Days” that a lead should sit in that stage. Once you have customized the pipeline in this way, training is easy and solid productivity follows naturally. Your loan officers simply click on “My Pipeline” to see which leads to focus on and when to take action with a particular lead. The Sales Manager Reports give you information about individual and aggregate loan officers and enable you to quickly identify bad leads and under-producing loan officers.
