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Federation
Software
for the Mortgage Industry
How much money do you lose each time you miss a re-financing opportunity? Even under the best of conditions, you can't rely on memory or sticky notes to keep track every follow-up date, especially those scheduled out for years.
Solve that problem using Federation software, a contact management system with follow-up management like you've never imagined possible. Mortgage professionals are thrilled with how Federation builds and retains their customer base.
- Never again miss a re-fi opportunity as the due date draws near.
- When rates drop, send re-financing invitations to all of your customers locked in a certain interest rate or higher
- Automated tickler system displays all of your action dates the moment you log in.
- Keep customers knowing your name with scheduled check-ins twice a year or however frequently you wish.
- Birthday notifications remind you to send cards that strengthen personal ties.
- Gain new customers by referrals from existing customers who are impressed with your attentiveness.
- Insulate against staff turnover by keeping all contact history in Federation. Institutional memory is preserved. Reassign customer relationship responsibilities with ease.
- Powerful yet painless mass communication -- broadcast email, mailing labels, mail merge, file exports.
- Teamwork is ensured because your data is shared by everyone, yet with full control over customer relationship assignment.
- Prospect list allows entry of new leads, new notes, and analysis of follow-up status.
Get all of these benefits immediately, with no big cash outlay. Federation is sold as subscription that you pay with a low monthly fee, like your phone bill, starting at just $23 per month!
Federation software is modular system with many optional features for specialize purposes. Most mortgage companies only need the base system, which is great for keeping costs low. The base system provides all essential contact management and
communication features. Some mortgage companies expand their system to add the following modules:
- Project management. Tracks tasks, assignments, and timesheet entries with extensive reporting options.
- Event management. Tracks special meetings and events, including participants. Events provide useful avenues for creating new customer relationships and strengthening old relationships.
Next Steps
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