June 2, 2006
Tectonics’ adds centralized lead management and workflow components for the mortgage industry into their flagship CRM2005, Customer Relationship Management system.
(June 2, 2006, Louisville, KY) Tectonic Concepts, LLC (“Tectonics”), a regional web development and interactive marketing company has extended its flagship CRM program, CRM2005, Customer Relationship Management system, with the addition of a financial package exclusively geared towards mortgage companies and brokers. The new module assists those in the mortgage industry to streamline and centralize their lead management with third parties as well as to cultivate and grow existing leads into closed loans.
The new financial module, allows for companies to receive a variety of leads from third party lead sources such as LendingTree, Nextag, Lower My Bills, Spend On Life and many others in real-time into the centralized CRM2005 system. After receiving the information, leads are assigned out to loan officers based upon a series of criteria setup by the mortgage company. This criteria can range from a combination of experience, overall or recent closing percentage, office availability, state licensing or even effectiveness with managing specific types of consumer financial needs including purchase, refinance, home equity and other loan types.
Each activity and correspondence for a lead received into the CMR2005 is tracked and then based on various trigger points, the CRM2005 assists mortgage companies so they know when, and more importantly what, steps to take next with each lead. Todd Johnson, Regional Vice President for Louisville based First Omni Mortgage Lending, said “The addition of the CRM2005 was a great decision for First Omni. It has improved the organization of our leads, enhanced our productivity and increased the level of accountability with our bankers. The reporting tools within the CRM will give management the ability to quickly and accurately access information we did not previously have available.”
For the individual loan officer, the new financial module allows them to centralize their daily tasks and effectively manage leads through all steps of the sales process including application, credit, rate locks, and closing. For the mortgage company as a whole, the CRM2005 helps manage sales, monitor loan officer and lead source effectiveness and costs, track leads through various back office stages such as RESPA, compliance and funding as well as provide as series of real time reports used to assist in the day to day management of their business.
During the setup of the new financial module, Tectonics worked closely with a variety of third party lead sources to create a real time, seamless and secure integration between the online user’s information and the CRM2005. After a recent integration with MegaStar Agents, an online real estate lead generation company, Ben Reubenstein with MegaStar Agents said “I have worked with multi-billion dollar organizations' web services and they are no where near as easy to use or as well documented as yours. My hats off to you.“ Jeremy Schell, co-founder of Tectonic Concepts, LLC has been the CRM’s lead product manager since 2003 said “In the competitive mortgage market any CRM tool must be easy to use and provide the most accurate information for everyone within a company, from the individual loan officers to managers and the executive staff. For our CRM2005 we’ve found it not only critical to provide a useful product to the mortgage companies, but also allow for easy integration with the various companies they do business with including lead generation companies, wholesale lenders and much more.”.
While the process for most companies is somewhat manual and handled through multiple systems, the CRM2005 offers a more streamlined workflow process to allow companies to manage and maintain their customer relationships by combining web initiatives, traditional marketing efforts, e-direct programs, back office work flow, call center operations and all other channels of communication through one web enabled database. This one-channel ‘capture and release’ ensures that all communications with the customer are consistent, timely, unified, accountable and ultimately profitable.
Tectonics is pleased to have implemented the CRM2005 system combined with the financial module with several Louisville area companies to include First Omni Mortgage Lending, First Commonwealth Mortgage and New Equity Mortgage. CRM2005 leverages over ten years of web based CRM experience with the scalability and functionality to meet companies unique business needs. Custom industry modules including retail, research (focus groups), surveying and the financial packages are available with the CRM2005. Licensing for the CRM2005 starts at $24,995 for unlimited users with additional module options available.
About Tectonic Concepts, LLC
Tectonic Concepts, LLC, is a Louisville, KY based interactive company specializing in strategic Internet marketing, Customer Relationship Management/Marketing, Content Management applications, and web-based application development based upon the Microsoft .NET platform. Tectonic Concepts, LLC serves clients in over forty states, Canada, Mexico, Europe, South Africa, Australia and China. For more information contact Jennifer Wroblewski, (502) 897-2444 or firstname.lastname@example.org.
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