A company-wide CRM and communication system that keeps loan officers connected to every client.
Heritage Home Loans wanted to roll out a CRM across the company and use marketing automation so its loan officers stay connected with clients during the transaction and long after it.
Where Heritage Home Loans started.
Loan officers had no consistent way to stay in touch with customers at every stage of the buying process, and the company had no strategy behind staying in touch to win lifelong clients. It needed help developing content, and didn’t have the internal staff to roll out a company-wide communication system.
What we built.
The programs we put in place.
CRM selection
We consulted on mortgage CRM options, selected the CRM and managed its initial configuration.
LOS integration
The loan origination system connected for in-process and post-close communication.
Communication content
Professional content built on current research and best practices.
Nurture + conversion workflows
Automated lead nurture and conversion workflows for the sales team.
What changed.
Loan officers got more support with transaction management, so they could focus on their sales pipelines. Clients now hear from the company automatically at every stage of the buying cycle.
The program drove more meetings between loan officers and prospective clients, increased referral business from past clients, and standardized brand communication and quality across the company.
Want a system like this for your business?
We'll look at how you generate, capture, convert and measure demand — and where your biggest opportunity is.