Hello - 12 Things You Should Expect in a Good CRMHaving the right CRM in your business could mean the difference between success and BIG success ... or maybe even success and failure! Most brokers have some sort of CRM - but is yours the best one for you? Here's just some of the questions you might want to ask: Q. Who owns your CRM?
Many brokers rely on their aggregator's system. If there's a falling out (or they no longer exist) you suddenly have no system. Now that's exposure! Q. Does your CRM independently check your commissions?
Most CRM's record details of clients - but rarely provide an independent check of broker commissions. We speak with several brokers every day and most tell us that, once they start checking carefully, they discover they are short-paid around $500-$600 every month. That soon mounts up. Q. Can your data be "borrowed"?
It's not just the Privacy Act you have to worry about. Unless your CRM is resident entirely on your own computers you have no guarantee that it wont be used to market other services - whether authorised or not. This could be taking away revenue for additional services, like insurance, that you plan to offer your Clients later. (Of course, there's always the possibility of outright theft, too). Protect Your Interests Tough economic conditions mean you need to be a little more street-smart and protect your interests. So, whether you have a CRM system or not, I'd like to invite you to take five minutes to read an article just published by the FBAA covering the 12 essential features of a good CRM for lending professionals.
Here it is on our Web site: CRM Shopping List. (There's also a PDF version if you'd like to print it or forward it to a colleague).
Many top-performing brokers find LoanLinx to be the answer to their CRM concerns (see right). To learn more please feel free to take the tour, drop us a line or give us a call - there's a Free Call link here.
We look forward to being of service and thank you for your time.
Best regards
Chris Mills
Managing Director
Linx Software Pty Ltd | | |
