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October 15, 2007 - Marlborough Stirling Canada is pleased to announce the launch of a new service as part of its MorWEB mortgage broker origination platform that will dramatically improve the customer relationship management (CRM) capabilities of its users. This is made possible through a new real-time, fully automated transfer of client data between MorWEB and TrueContact, a web-based CRM solution developed by True Business Solutions Inc.
Mortgage brokers now have the ability to leverage the customer data they've entered into MorWEB by having that data readily available to them within TrueContact, where they can perform a range of CRM functions that allow them to easily track, segment and manage their client relationships, without requiring the broker to manually transfer data using an extract process.
Data from the MorWEB system is automatically updated in TrueContact whenever any client or application data is changed, without any user intervention, effortlessly keeping the CRM and origination system data in sync. In addition to making it easy to capture and submit mortgage applications to lenders, brokers can now organize, prioritize and easily work with this data to manage relationships for the longer term using the following TrueContact features:
- Web-based access – sign on from any PC, anywhere with internet service
- Customized email and marketing documents – generate targeted campaigns using built in templates or your own custom designs, all appropriately branded to suit your organization’s marketing strategy
- Communication log – automatically log all contact made with your client
- Automated task generation – diarize your tasks and set alerts to remind you of upcoming task deadlines, while recording all transactions in the communication log for complete historical records on each client
- Calendar – one look at your calendar and you can see all of your tasks for the day, week or month
- Corporate or single user versions – in a corporate environment you can assign tasks to other users within your firm
- Reports – run, print or export reports to several file formats
Successful mortgage brokers know from experience the benefits of an effective CRM strategy. Keeping track of important names, dates and appointments can make all the difference in how well you serve your clients and how effectively you manage your time, in addition to helping you discover new opportunities for communicating with your clients. Now, as a MorWEB user, you can have the added advantage of accessing a web-based CRM package designed specifically for mortgage professionals.
Bob Woods of Assured Mortgage in Mississauga was one of the first mortgage brokers to adopt TrueContact as his primary CRM solution and has completed a pilot of the new MorWEB integration. "By using TrueContact," he says, "I can always be certain that none of my clients will ever fall through the cracks again. TrueContact is incredibly user-friendly, allowing my colleagues and I to send emails with ease, be it one or 1,000 – and based on differing search criteria. What I particularly like is the ‘Calendar’ feature and the automated ‘Task Management’ system. They help with all the client and referral follow-ups by generating tasks each and every day. I can’t imagine ever going back to the old way of handling business."
About True Business Solutions Inc.
True Business Solutions Inc. is a Canadian software solutions provider dedicated to supporting the needs of mortgage brokers and mortgage agents throughout Canada. The TrueContact CRM system has been designed by brokers and for brokers, incorporating input from roundtable discussions with mortgage professionals across Canada.
For more information contact:
True Business Solutions Inc.
Doug Mitchell, President
Tel: 705-484-1441 or 1-877-999-TBSI (8274)
Email: dmitchell@truebusiness.ca
Website: www.truebusiness.ca
About Marlborough Stirling Canada
Marlborough Stirling Canada (MSC) is a technology services provider to the Canadian mortgage industry. MSC offers a complete range of hosted and licensed software solutions capable of achieving seamless straight through processing of mortgage business from initial customer inquiry to final loan discharge. MSC's solutions include MorWEB (origination system for brokers and lender sales forces), Omiga (underwriting, fulfillment and funding), and Optimus (mortgage servicing). Our website is www.morweb.ca
For more information contact:
Scott Baldwin
Regional Director, Eastern Canada Broker Sales and Service
Tel: 647-267-5790
Email: scott@morweb.ca
Mike Ashe
Regional Director, Western Canada Brokers Sales and Service
Tel: 604-561-3913
Email: mike@morweb.ca
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