AUSTIN,
Texas, Aug. 12, 2024 /PRNewswire/ -- 90- Day
Sales Manager proudly launches the first activity-based CRM with
built-in coaching and accountability for mortgage teams at credit
unions and community banks. The 3-in-1 platform provides mortgage
departments an affordable solution to help loan officers stay
productive during challenging times.
"Accountable CRM was born out of necessity," says Dr.
Bruce Lund, Founder and CEO. "We
initially sought to integrate our accountability software into
existing CRMs for our credit union clients. However, we quickly
discovered that many mortgage departments either lacked a dedicated
mortgage CRM or rely on organizational CRMs that don't meet the
needs of their mortgage departments. Accountable can plug into
existing CRMs or serve as a standalone mortgage-specific CRM."
The core focus at Accountable CRM is centered around improving
productivity by placing loan officers back at the heart of their
CRM through daily activities and goal-setting. The platform has
already achieved a 90% adoption rate—significantly outpacing the
industry average of less than 20%. Sales managers are particularly
drawn to the platform's activity tracking capabilities, which
provide measurable results.
Mortgage-Specific CRM Features
Once the accountability tools were established, the next
critical step was to develop mortgage-specific features and
integrations. To lead this initiative, Dr. Lund brought on board
Maggie Mae, a former Director of
Product at a leading mortgage CRM, renowned for her expertise in
CRM development and her deep understanding of the mortgage
industry.
"Maggie's impressive track record in CRM development and her
comprehensive understanding of mortgage processes made this
platform the perfect playground for her expertise," says Dr. Lund.
"With her insights, we've built a platform that not only fulfills
all the expectations of a mortgage CRM but also integrates our
unique accountability software to truly set us apart."
Accountable CRM includes a host of essential functionalities
such as seamless Loan Origination System (LOS) integrations,
automated email marketing, and a comprehensive mortgage marketing
suite with hundreds of templates. The marketing suite offers
one-click access to company-branded flyers, postcards, social
posts, and more—all approved and managed by the marketing
department. Additionally, the platform's mobile app ensures loan
officers remain productive, whether in the office or on the go.
"Accountable CRM's emphasis on activity tracking and its
commitment to supporting loan officers resonated deeply with me,"
adds Maggie Mae, Chief of Product.
"The software is built on new technology which allows for
continuous innovation and seamless integration with industry
standards, making this software truly unique in the mortgage CRM
space."
A Preferred Solution for Managers and Loan
Officers
What truly distinguishes Accountable CRM from traditional CRMs
is its focus on the daily activities of loan officers. While many
CRMs prioritize internal marketing efforts, Accountable bridges the
gap by collaborating closely with marketing teams to ensure that
loan officers have the tools and support needed to succeed. This
approach boosts productivity but also aligns sales and marketing
efforts to drive better outcomes for the entire organization.
Setup your demo: email info@90daysales.com or visit
https://www.accountablecrm.com/.
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SOURCE 90-Day Sales Manager