creating a relational structure in GoldMine

 


Contact Connect™ provides a simple interface for the user to track relationships between GoldMine records.

This utility was designed to be flexible for any industry and requires no programming to change the industry focus or number of third parties tracked.
 

Relationship Management Mortgage Professionals Industry Examples

 
 
Mortgage transactions are complex, and usually involve a number of parties besides you and the borrower.  The better you can manage the relationships between these parties, the less time and effort is required from you and the higher the overall satisfaction level for all parties.  This increased efficiency and satisfaction fuels your referral engine. 

Contact Connect for Mortgage Professionals works with your GoldMine CRM system to enable you to easily and powerfully is your answer for manage, track and build these relationships that are critical to your production. 

We also want to track the leads we give out to the other role players.  The same simple interface, gives us the power to mark and track our leads with just a few mouse clicks.

Using this system, we are able to easily and effectively manage and nurture our referrals and transaction partnerships.
If you knew:
  • how many times you referred a borrower to a realtor,
  • and how many times that realtor referred a new borrower back to you,

do you think you could improve your business by implementing a new "smart" referral policy?


Sample Mortgage Customization:

Advanced Functions (Pro Edition):
  • Lead Tracking
    • Track how many leads you are giving out and to whom
    • Track how many leads those companies are reciprocating and referring back to you
    • Create a "smart" referral policy to maximize your return on referrals
       
  • Synchronize Userdefined Fields
    • Store valuable player contact information in userdefined fields on the borrower record
    • Use that data to synchronized more effectively over to POINT, Contour or Genesys loan file
       
  • Job Processing with OmniRush
    • Create AP's in GoldMine for actions on the borrower record, such as "Appraisal Approval"
    • Create Jobs in Contact Connect to trigger communication to related players, such as notifying the selling and listing agents that the appraisal has been approved
    • Let OmniRush process these scheduled documents with no intervention by you!

       

Alliance Partners:

In an exciting cooperative effort, CK Software has teamed with experts in different industry verticals to provide you with comprehensive tools to handle your customization of GoldMine. 

  • AspireGold® Template by Rosenvick, Inc. is a customized version of GoldMine contact Manager for Mortgage Professionals that automates marketing and client follow-up with campaigns and included pre-written letter templates. With a full array of features, including team management, AspireGold transforms GoldMine into a powerful and flexible business systemization tool to market and manage your loan practice, brokerage or multi-office branch network. Benefit from automated Before/During/After campaigns with pre-written templates and more.

 
Contact Connect is available in
2 Editions.  Choose which edition is right for your company...
 


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