Title: OnSite CRM for Mortgage Companies - PowerPoint PPT Presentation

Description: Mortgage companies have some unique tracking and contact needs. Typically a mortgage company needs to contact and follow through with new prospects and existing prospects in various stages of conversion. Mortgage companies also need to contact and follow through with both existing clients and previous clients who may need or want a new loan. While there are many ways to approach initiating and maintaining this type of contact, a good customer relationship management package is your best solution. – PowerPoint PPT presentation