Work

Need to Make it User Friendly, Intellegent

Residential Mortage approached Sockeye to help integrate loan data with individual business development process allowing individual brokers to recruit and grow the practice through new mortgages and refinancing options.  A new customer relationship management (CRM) applciation was identified as the tool that loan orignators would benefit most from.  Microsoft Dynamics CRM was the logical choice as it provides: • Flexibility- The applciation provides a framework that can be easily be customized to the industry and integrated to other industry specific business applications. • Ease of Use- Loan Originators can quickly begin using the software as it’s delivered right within their Microsoft Outlook application.  • • Make informed business decisions to stay ahead of the competitive curve

Flexibility and Integrations are key

Residential Mortgage utilizes enterprise standard application for managing mortgages from pre-approval through Closing.  The Mortgage application does not provide easy to use way of managing leads, querying existing data or generation of mailing lists.  Sockeye worked with Residential Mortgage to design an integration from in-house applications for managing the Mortgage process to utilize the data for the sales process as the life of the loan changed.  Upon closing of the loan, historical data is maintained within Microsoft CRM for querying and generation of Marketing Lists.  Custom Reports were created to assist the Broker with data mining client data for new sales opportunities.