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CRM Central

Get more sales leads

Get more referrals

Get repeat business

Stay in touch with clients

Show your professionalism




Our CRM Central Service

Staying in contact with your clients will ensure a career full of returning clients, client referrals and productive referral sources. inContact has put together effective marketing plans that will be executed on behalf of you to your clients.

A simple fact. Customer referrals and repeat customers are the lifeblood of the mortgage business. And yet, how many referrals and refinancing opportunities are lost, simply because no one has the time or energy to spend on marketing to past customers.



Customized Marketing Done for you

inContact has 3 and 5 year marketing plans that are executed to your clients on your behalf. For a fraction of what it will cost for you to get this marketing out the door, we will have it done for you with no effort on your part.



About the program

Since 1998 inContact has been helping business professionals execute their marketing programs. We have learned that one of the key ingredients to a successful marketing program is one that gets executed. That is why we created inContact CRM Central. The database marketing program done for you.

Staying in contact with your clients will ensure a career full of returning clients, client referrals and productive referral sources. inContact has put together effective marketing plans that will be executed on behalf of you to your clients. This program is powered by inContact software development inc. If you have any question please email [email protected]



What makes our program different

To ensure that your clients come back to you, inContact's program is comprehensive in its scope and includes, but is not limited to the following:

  · Ensure that your clients receive 5 to 10 touches per year
  · All pieces are professionally designed
  · Your signature is included on all pieces
  · Your picture is included on all pieces
  · Content of piece is relevant to where your clients are in their mortgage
  · Images used in pieces are relevant to the age and gender of the contact
  · All pieces have been proven in the field to ensure repeat clients
  · Integrated Data Collection
  · Fresh Marketing Content
  · Ongoing Coaching
  · Refund Management
  · Content Update Status Reports
  · Intelligent Marketing Engine
  · Customized Programs
  ·  The right message at the right time
  · We do the work, you get the business
  · Professional Quality Pieces including but not limited to

  · Newsletters
  · Emails
  · Birthday Days Cards
  · Closing Letters
  · Anniversary Letters
  · Fridge Magnets
  · Annual Calendars
  · Personal Support
  ·  And Much More



Marketing Plans

The Classic CRM Package - $42.99/contact
This CRM Package is the complete Contact Management plan for your contacts. It addresses both the sales related contact needs as well as a general contact plan. For the cost of $42.99/contact we will ensure that your clients receive 5 pieces each year customized with both yours and their information. Click below for a sample of each piece.

Click on the piece for a sample




The Mortgage Letter Campaign - This is an economical CRM plan where contacts and referral sources receive one communication per year. These letters focus on sending the right message at the right time. Initially, a thank you is sent out after funding. Then each letter arrives at the client's mailbox on the anniversary date of their mortgage, a reminder or a tip depending on the where they are in their mortgage term. This plan sends 6 letters per contact over the 5 year term of their mortgage at a cost of $25.99/contact.

Click on the piece for a sample




The 5 Year Premium Mortgage Campaign - This CRM Package is the complete Contact Management plan for Mortgage contacts. It addresses both the mortgage related contact needs as well as a general contact plan. This plan consists of 5 pieces over 5 years at a cost of $72.99/contact.

Click on the piece for a sample



How it works

Follow these steps to get set up on the inContact marketing program:

1 - Get Signed up. Call our office 1 866 290 6067 xt 106 or fill out our Order Form for CRM Central

2 - Securely transfer your contact information to inContact's CRM Central Administrator

3 - On a monthly basis you will receive a report outlining which clients will be receiving which communication that month

4 - Answer your client calls and focus on what you do best in your business.

Now you can relax knowing your contacts are being consistently marketed to.



Customizing the Program

inContact will work with your firm to develop a customized marketing program and then execute it for you. If your firm has a team of sales reps, or is in a specialized industry where the content of your marketing program needs to be tailored, please contact us at 1 866 290 6067.



Testimonials

Thks for your help. I have been using this program for more than 2 yrs and just want to tell that it has helped me a lot. This program is great and the service you guys provide is also excellent. Keep it up

- Nash Bhaidani - Ali Mortgage Corporation

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Thanks so much - you guys are a life saver! (you probably get that a lot). Thanks.

- Eldon

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Please thank Heather for me in regards to her help today. I sure appreciate her patience. Thanks.

- Nathalie - DM Direct Funding

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I am really happy with the software. inContact is very helpfull and very patient. I have been in their office for some assistance and have also called them several times, and they have been great. The software has made my job a lot easier. I would encourage everyone to use it.

- Nikki Iovio - RBC Mortgage Specialist

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"I spoke with Heather, she is extremely nice and very knowledgeable, a real asset to your company. Thanks"

- Sherry Davis - Mortgage Agent - Annteam Mortgage Services

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"This is the best program developed. Rich, Rebecca and the whole staff of incontact are very knowledgeable, efficient and patient. Our marketing response, due to incontact has improved. Thank You!"

- Safeena Ahmed - Mortgage Administrator - Redwood Mortgage

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"I am writing to tell you how much I appreciated ALL your help and patience in dealing with my inContact problems. Your dedication of staying later than your normal working hours to figure out my problem and walk me through the downloads that were required went above and beyond what I expected. I also appreciate the fact that not once did you make me feel inferior or stupid when I would have to get you to explain things I didn't understand. Your ongoing patience and hard work in following thru until the bitter end is to be commended. If your firm holds "Employee of the Month Awards" - you should win hands down."

- Penny Nichol - CENTUM Financial Group



FAQ's

Q - How do I add contacts as my business grows?
A - Contact inContact's support team at 1 866 290 6067 or [email protected]

Q - Are there payment options?
A - You can pay yearly or semi annually

Q - What if I want to take someone off the program in the middle of a 3 year program?
A - You will be credited for any unused portion of the marketing service minus a 27% administration fee

Q - What is the cut off date for my Calendar setup?
A - October 31

Q - What is the cut off date for my Newsletter setup?
A - Spring Issue: February 15     Fall Issue: August 31

Q - Is my data secure?
A - Yes. inContact's web system is hosted at Canada's most secure data centre, Q9 networks. Please visit www.q9.com for more information

Q - How will I know who is being contacted and when?
A - Each month you will be sent a report of who is being contacted 1 week prior to the marketing pieces being sent out.



Contact Us

inContact software development inc.
80 King Street East, Suite 201
Stoney Creek, ON
Canada
L8G 1K2

T - 1 866 290 6067
E - [email protected]