Find out why Customer Relationship Management (CRM) is right for you. Choose one of the options below that is most important to you:
The exclusive free CENTUM AutoPilot CRM is trademarked by CENTUM, and is fully integrated with Filogix. The AutoPilot CRM automatically downloads all the agent’s client transactions into one client database, eliminating any double-entry. The AutoPilot CRM also retroactively adds all past client transactions the agent has entered into Filogix over the years. The agent can easily add or delete from their contact list at anytime. The CENTUM AutoPilot CRM is web based and is a fully automated process for the agent. The agent receives an automated email monthly from CENTUM, and just needs to click “Yes Run AutoPilot” and a personalized newsletter and rate alert email prepared by CENTUM Financial Group will be sent to the agent’s contact list.
Increase referrals and build equity in your business today with The CENTUM AutoPilot CRM.
Equity Builder Lead Generation CRM With Sales Mentoring – Grow Your Sales
The Equity Builder Lead Generation CRM is fully integrated with Filogix and syncs all your client transactions into one database, eliminating any double-entry. It also retroactively adds all past client Broker transactions you have entered into Filogix over the years. This powerful client database and lead generation tool allows you to access client information, set up customized reporting and more.
There are two Sales Mentoring Programs available:
Advanced Sales Mentoring: learn from the Equity Builder Expert…proven traditional sales techniques on how to build a database of consumer contacts and how to market to those contacts for lead generation. This step-by-step coaching program can potentially increase your sales by up to $20 million in 2 years. You could achieve these volumes without spending thousands of dollars per year on advertising, not even close.
Social Media Sales Mentoring: learn from the Social Media Expert...this program focuses on proven techniques on how to build a database of consumer contacts and how to market to those contacts using online social media.
The step-by-step companion guides and training will help you to grow your business through word of mouth, existing clients, and referral sources. As a Broker or Agent you get so busy with client interviews, mortgage applications, lender follow-up, coordinating financing with clients, lawyers, and realtors that you feel you don’t have the time to implement the things that will help your business grow. Equity Builder can be your support staff. We’ll show you how to use Equity Builder Lead Generation CRM with Sales Mentoring to achieve your business “wish list”. Much of it will be automated. All of it will be relevant, professional, and incredibly helpful.
The Equity Builder Lead Generation CRM with Sales Mentoring includes tools and mentoring to build a database of consumer contacts, increase lead generation and retention.
Equity Builder Lead Generation CRM With Sales Mentoring includes*:
Powerful Database: Equity Builder retroactively adds all past client Broker transactions you have entered into Filogix over the years, so you have a client database for lead generation and retention on day one.
Single Entry: the intelligent Equity Builder platform syncs all customer transactions into your database, eliminating any double-entry.
Marketing and Leads: email notifications to remind you of files closing, mortgages maturing, and pre-approvals expiring. A client database allows you to get the right message to the right people at the right time.
Sales Campaign: email notifications of deals ready for insurance. Cross-sell an important product to your clients and earn up to 70% more revenue per mortgage transaction.
Pre-populated Forms: including insurance which populate automatically once a customer’s information is entered into the Filogix Expert mortgage application.
Work Flow: complete lender conditions management and document management capabilities.
Integrated Back Office Management: payroll, agent splits, audits, and full office and agent sales pipeline and sales reporting capabilities.
Plus, the Sales Mentoring Programes include*:
Unlimited Training and Support: a companion guide to build a book of business, unlimited access to weekly two hour Lead Generation Training Webinars, unlimited one-on-one Lead Generation Sales Mentoring email support and unlimited Equity Builder technical phone support which includes set-up of your own personal “dashboard”.
Marketing Campaigns: email templates specific to generating leads with hundreds of additional templates available.
Lead Generation Mentoring Training: focused on how to work with templates, how to work with labels and how to send/handle mass emails.
More Marketing and Leads: more email notifications to remind you of transactions approved, all applications submitted through Filogix, and client birthdays.
Sales Forecasting: reports that track commissions, performance against goals, mortgages maturing, and cash flow.
Reporting: reports that track clients by Agent, pre-approvals expired month-to-date (MTD) or year-to-date (YTD), and applicants with or without email addresses.
Can you or your Agents afford not to take advantage of this?
*A set-up fee and monthly subscription cost applies; see the CENTUM Intranet for details.