Reverse Focus, Inc. recently announced several new updates to Sales Engine, a customer relationship management (CRM) system for specifically tailored for reverse mortgage professionals.
The addition of sales workflow automations will help ensure consistent and methodical communication, and follow-up, with prospective borrowers, allowing originators to better focus on marketing and nurturing their loan pipeline, Reverse Focus stated in a release sent to RMD late last week.
Automated functions include automatic drip email marketing, notifications, lead reassignments, status changes and placement into a lead redistribution pool.
“We are very pleased to add features that improve our user’s sales process,” said Reverse Focus President Shannon Hicks. “Every tool we implement is focused on one thing, helping our customers close more loans.”
Reverse Focus entered the CRM space in 2009 with RM Client Manager, before launching Sales Engine in 2013.
A web-based technology, Sales Engine offers a variety of tools for reverse mortgage professionals operating both in the field and at their desks.
The CRM encompasses a range of tech features integral to the reverse mortgage sales process, including reminders, calendar appointments, notifications, online lead lead delivery, email integration, and now most recently, automation tools.
“Even skilled HECM professionals can find themselves letting a lead fall through the cracks,” Hicks said. “Sales Engine automations help close that gap once and for all.”
Sales Engine is currently used today by over 140 lenders and brokers across the U.S., including Brad Golding of C2 Financial Corp., who decided to use Sales Engine above other CRMs for mortgage professionals.
“The integration you provide takes so much less time to setup a loan than before and I’m thrilled,” Golding said.
To learn more about Sales Engine, click here.
Written by Jason Oliva