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January 2008
Bob Woods, a successful mortgage broker in Halton Hills, had a vision for his office at Assured Mortgage Services. His goal was to link together their mortgage origination system, document management/imaging and CRM systems into a single, fully integrated and automated solution.
With their recent launch of a new CRM link, Bob says, “the MorWEB team got it right and I can now share data the way that I’d been hoping to. Details I enter into MorWEB are automatically updated and available within TrueContact, where I can perform all kinds of CRM functions that improve my level of service.”
Bob adds, “No matter what technology platform a broker/agent adopts, on the outside you could argue that they simply upload information to lenders and receive commitments through the Internet. But MorWEB is much more than that, and is light years ahead of anything else out there. What sets MorWEB apart from their competition is that it actually makes me more money without me having to work harder!”
“Because MorWEB has been able to integrate with TrueContact, my CRM is now able to update me with live data and perform many automated tasks that I would not usually find the time to do myself. For instance:
- The number of pre-approvals that have turned into real deals has increased significantly due to TrueContact’s automated follow-ups. Let’s face it, I am no different than the majority of broker/agents out there, so devoting my time to chase up on pre-approvals is not high on my list, especially when I am busy dealing with other issues.
- Because of the CRM’s live web-based interconnectivity I can automate most of the admin work and even keep my referral sources updated as to their deal status.
- I can easily pull up past clients for target marketing or client retention and at the same time see an indexed break down of all their previous supporting documents that were used to get the deal approved in the first place.
“In summary, MorWEB is helping me be more productive, more creative, earning me more money. Plus I spend less time at work and more time doing what I enjoy, like flying my plane.”
Prior to making the move to MorWEB, Bob explains, “Some of my greatest challenges and frustrations came from the need to run multiple systems that couldn’t talk to each other. Because of that, I was spending far too much time entering and re-entering data and then manually making changes on different systems whenever any details needed to be updated. I knew there had to be a better way to get things done.”
Bob says: “Marlborough Stirling is determined to finally cut through all the limitations that brokers have faced for so long. It is refreshing to see how completely they have embraced the open solution approach and have worked to create links between MorWEB and the other systems I rely upon, and without the demand that I use their system exclusively.”
Bob concludes: “It is only through competition that the broker market can be fully served to the level it deserves, and my experience to date leads me to believe that MorWEB is the platform of the future. With their commitment to personal service and their willingness to listen and quickly respond to my needs, Marlborough Stirling is providing a welcome alternative and appears determined to stand strong and support this market for the long term.”
“Improving broker productivity is at the core of our strategy, and the link with TrueContact is just the start,” says Bill Pitkin, Marlborough Stirling Canada President and CEO. “We are continuing to create additional links to allow brokers greater choices in which CRM packages and peripheral third party applications they choose. Our aim is to lead our clients into a new era of interconnectivity across the industry. We want MorWEB users to have as many options as possible so they are no longer limited by incompatible technologies, unnecessary restrictions and outdated roadblocks to productivity.”
If you are not yet aware of what MorWEB can do for you, we encourage you to call and arrange for a demo today.
MorWEB
Your Business, Your Choice
Scott Baldwin
Regional Director, Eastern Canada
Broker Sales and Service
Tel: 647-267-5790
Email: scott@morweb.ca
April Dunn
Regional Director, Western Canada
Broker Sales and Service
Tel: 403-613-3620
Email: april@morweb.ca
Paul Siksna
Sales Representative, MorWEB
Tel: 416-509-0192
Email: paul@morweb.ca
About Bob Woods - Bob Woods has over 15 years of experience in the banking and mortgage brokerage industry. His office is located in Georgetown and he is an active member of the Chamber of Commerce as well as a past Executive Director for the Independent Mortgage Brokers Association (IMBA). During his time as a mortgage broker, he has been appointed as a Director for a leading lending institution’s Board of Advisors four times and has also been appointed and served on the mortgage brokers’ Management Advisory Board. He has received numerous awards for mortgage production, including a lifetime achievement award.
Assured Mortgage Services
360 Guelph Street
Georgetown, Ontario
L7G 4B5
www.assuredmortgage.ca
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