Lenders One understands the importance of customer relationship management (CRM), which is why we provide our Members with the leading mortgage industry specific CRM technology - free of charge. Through an exclusive partnership we are able to offer your company a state-of-the-art CRM system that mines your database of past customers and identifies new loan opportunities.

The system features customized triggers that identify finance and refinance opportunities for your loan originators and automatically notifies them via e-mail, telling them who should be contacted each day and for what reason. In addition, it  offers a full prospecting tool for new sources of business including borrowers, builders, Realtors, financial planners, and others to ensure timely communication and sales.

On average, homeowners have a mortgage transaction about once every five years, and the average mortgage transaction generates more than $2,000. Now, think of how many past customers you have in your database and how much additional revenue you could make if you had the right tool to stay in touch with them.

The relationship marketing feature helps you stay top of mind with your customers while building customer loyalty and improving profitability. The system delivers professionally crafted, full color direct mail and e-mail marketing pieces to your clients and prospects. Each message includes relevant information for the homeowners along with the loan officer’s photograph and contact information.