Mortgage CRM Success Story – Winning Over a New Real Estate Agent

I thought I’d share a success story told to me by one of our mortgage CRM clients, Tim Davis.

Tim’s company, Titan Home Loans, based in Nashville TN has executed on our Surefire System, the industry’s only turnkey mortgage CRM solution including postal mail, email and a database monitoring function.  One particularly powerful component of Surefire is our ability to immediately notify loan officers when a past borrower has listed their home for sale.

With Tim Davis, our Surefire System notified him that one of his clients had listed their house on the MLS.

Here’s our recommended call to action for you as a loan officer:

1. Call the borrower – Certainly it’s a good idea for the client to begin lining up financing on the impending purchase before their existing home is under contract.
2. Help the borrower – Hopefully, you have a program to help homeowners and their Realtors sell their home faster and for top dollar.  If not, I recommend that you contact Tim Davis for some great ideas on the subject.  Just a few ideas I happen to like are shared on 24/7 Call Capture and LoanToolBox.
3. Have the borrower introduce you to their listing agent – This is the part I really love.  If you have a compelling value proposition and can help the borrower move their home faster, they typically will want to hear what you have in mind.  For Tim Davis, the borrower actually set up a meeting with the listing agent for him!  How can the agent refuse when a client is setting up the meeting?  Brilliant.

In short, the borrower and the listing agent loved Tim Davis’ marketing system.  So not only was Tim able to gain a new loan application, but he also earned a new referral source in the listing agent.

All this opportunity – simply because Top of Mind Networks was able to identify one borrower who listed their home for sale.

-Mark Green, President – Top of Mind Networks