ST. LOUIS--(BUSINESS WIRE)--
Mortgage Returns, a provider of CRM technology and automated marketing solutions for the mortgage industry, announced San Ramon, Calif.-based CMG Financial is using its Business Analysis Reports to increase the impact of the organization’s marketing efforts. These in-depth reports give mortgage originators information on production statistics, marketing ROI, customer retention and loan officer performance.
Designed to compare lenders’ marketing performance to that of their peers, enable sales managers to evaluate branch performance and track marketing ROI, the Business Analysis Reports analyzed data from CMG Financial’s closed loan activity within four business channels: wholesale, correspondent lending, retail and affinity partnership divisions. Business Analysis Reports enabled CMG Financial to identify missed marketing opportunities to focus on in the future and also provided reassurance in some areas that it was outperforming its peers.
“The Business Analysis Reports results were compelling and helped our company understand opportunities we are missing, not just in terms of loan transactions, but also how much of our business comes from business partners - whether it’s realtors, financial advisors or insurance providers. The analysis made us more aware of the importance of nurturing these relationships by taking care of their customers,” said Dave Herbst, director of marketing at CMG Financial. “The reports helped us understand our place in the market, how we measured up against the competition and where to focus our strategic planning.”
“The Business Analysis Reports empower lenders by evaluating company performance and showing how they can optimize their marketing to deliver maximum ROI in the future,” said Jim Blatt, president and CEO of Mortgage Returns.
The Business Analysis Reports are part of Mortgage Returns’ TRUE CRM concept, an educational initiative designed to educate mortgage lenders’ on the difference between incomplete and less effective CRM solutions to more comprehensive systems that are designed to achieve higher results in a more competitive marketplace. The TRUE CRM checklist can be used by originators to quickly evaluate whether or not they are using a complete or incomplete CRM.
To learn more about Mortgage Returns’ Business Analysis Reports or to download the TRUE CRM checklist, please visit the company website.
About Mortgage Returns
St. Louis-based Mortgage Returns provides a database-driven, automated marketing solution to help mortgage originators maximize profitability from clients, prospects and referral partners. Through an award-winning database management and marketing system, Mortgage Returns can quantify marketing ROI, and show the opportunity for originators to improve their results. Mortgage Returns’ customized marketing solution also increases referrals and cross sell opportunities for more than 275 financial institutions. For more information about Mortgage Returns, visit www.mortgagereturns.com.
- mortgage lenders
Sarah Wroble, 678-781-7236