Using the telephone is among the most effective commerce tools when it comes to the closing of new mortgages and loans. The use of obsolete calling programs and outdated software and hardware will considerably hamper the employees’ ability to perform their regular calling duties effectively – harming their call closing rates and the overall productivity of the company.
Fortunately, new customer resource management technology is now widely available in the market. Some innovative platforms, such as CRM Dialer, which offer feature-packed power diallers, are designed exclusively to target and optimize the calling operations of the call representatives in a business.
In an advanced mortgage, a CRM Dialer is valuable, and below are a few of the upsides of using it when it comes to mortgage and loan lead calling.
Table of Contents
CRM Dialer Benefits:
Improve Calling Efficiency:
Speed and efficiency are some of the most critical attributes when dealing with phone calling leads. CRM-based calling software, such as the power dialer provided with CRM Dialer, is specifically designed to improve calling productivity so that the representatives can operate through a lot of calls per day. This will further lead to more prospects going through the funnel to become signed customers eventually. CRM Dialer helps a mortgage or loan representative establish a prepopulated list with regular or weekly calls. At the same time, they will be able to work a queue seamlessly without ever having to dial a number manually. Calls could also be initiated instantly with a single click from any lead or customer account, and voicemail could also be recorded with just a click, without the need to wait for the beep. The effect of utilizing this tool is skyrocketed efficiency, more calls every day, and, therefore, more transactions completed.
Call Quality and Prospect Experience are Improved:
Quantity is not the only aspect the CRM Dialer calling software can boost. Quality also gets a big boost with the complete integration of the calling program and the rest of the CRM Dialer. This ensures that call representatives have direct access to full information archive saved in each lead and client’s account so that customized service can be provided. With access to detailed information about where a lead is in the sales process and how their past connections have gone, officers will make sure that no lead ever feels like just another call in the list.
Lead and Customer Information Captured Better:
In the contemporary business world, knowledge is the main factor, and the mortgage and lending industries are just the same. The more data you can obtain about your clients, prospects, and even staff, the more you can optimize your processes, sales strategies, and delivery of services. CRM-based calling software such as CRM Dialer allows quicker, simpler, and more accessible data gathering from telephone calls with leads and prospects. This, in turn, will positively affect in fully automating the operation. Details such as call times, response rates, and even call logs can be automatically connected to the appropriate lead accounts. The representatives can create manual data from the dialer screen, such as call notes, due to full integration with the lead management system of CRM Dialer. This will certainly give a higher stream of better-quality data and as an output from the improvements of the process.
Automated Follow-up Calls:
Closing a new mortgage or loan is seldom a single-contact procedure, and it usually requires numerous phone calls and meetings to have the deal signed. This makes it extremely important for representatives to guarantee on-time and quick follow-up calls. The power dialer built into CRM Dialer allows users to arrange follow-ups, with instant reminders, from directly inside the call they are already on. Those scheduled calls and reminders are instantly incorporated with the calendar, ensuring that they can be easily edited and handled both from the dialer and from the CRM’s schedule management platform. Automatic call reminders can be programmed to show in the representative’s end, giving them a simple and efficient way to ensure the application process on track.
Simplify Inbound Call Handling:
CRM-based calling software with CRM Dialer also provides significant advantages for managing incoming calls. If those calls are inbound, leads or current customers are those who are usually seeking for service or assistance. This will ensure that the leads are directed straight off to the right people who can directly assist the caller on the other end and will not be continually placed on hold or transferred back and forth – the two common issues with inbound calling.
The built-in power dialer of a CRM Dialer contains a complete IVR call routing system that gives callers the ability to direct their routing by themselves. This also requires round-robin call distribution to ensure that they are equally dispersed among the employees if generic calls come in.
No More Monthly Phone Bills:
The CRM Dialer offers inbound and outbound calling based on VOIP, completely removing the need for separate telephone lines. This means that the telephone call needs of an entire company can be served (no matter how big business might be or how many lines it requires) all from within the CRM. As an effect, you can wave goodbye to monthly phone bills. This will substantially increase monthly savings, particularly for businesses with a massive number of lines used to employ extremely complex phone systems. Convenience and affordability are two significant advantages provided by shifting to CRM Dialer.
Getting a CRM Dialer is a really great tool to streamline and enhance productivity, especially in a loan and mortgage business where the competition for getting clients is high. Shifting to a CRM Dialer can also enhance a manager’s roles by supplying him or her with insightful and practical business knowledge he or she needs to come up with the best possible short and long-term decisions. A CRM Dialer’s advanced analytics platform offers full control over calling. It allows quick data generation on everything integrated with the dialer – from call quantities, call times, response rates, messages left, follow-ups, over-the-phone close rates, and many more.
