Scarlett Pay’s new Statement Builder allows admins to build their own statement template, giving them the ability to show required data and hide unnecessary information. Let us show you step by step and answer any questions.
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When: October 8th, 2-3pm EST
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Thursday, September 19th (1:00 pm -2:00 pm)
Tuesday, September 24th (2:30 pm-3:30 pm)
“What we’ve done at Scarlett is give mortgage brokerages the tools to document their compliance around FINTRAC, and to get real-time reporting on it,” says Dong Lee CEO Axiom Innovations. “We want to provide the tools for brokerages and agents to do this as seamlessly as possible, and take some of the manual work out of it.”
We have your back when it comes to running your mortgage business.
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Andrew Schultz, VP of Sales at Axiom Innovations, was recently interviewed by CMP and shared ways brokers can leverage technology like Scarlett to generate business in a slower market.
Read how by clicking the link below!
Now is the perfect time to take a fresh look at your business, refine your tactics….
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“REVUP YOUR REAL ESTATE REFERRALS” live sessions!
May 7th 10-11am
May 9th 2:30-3:30pm
Register here to attend one of the four “REFUEL YOUR RENEWAL PIPELINE!” live sessions!
March 26th 12-1pm
March 28th 12-1pm
April 2nd 3-4pm
April 4th 1-2pm
Register here to attend one of the two “REFUEL YOUR RENEWAL PIPELINE!” live sessions.
CLICK HERE TO REGISTER FOR OUR MORNING SESSION – March 12 @ 10 a.m.
CLICK HERE TO REGISTER FOR OUR AFTERNOON SESSION – MARCH 12 @ 3:30 p.m.
Sarah is a dedicated and knowledgeable mortgage broker with nearly a decade of experience in all levels of residential underwriting on both the lender and broker side of the transaction. With a passion for education and system creation, Sarah is an advocate for the success of mortgage agents and is driven to make it easier for those around her to excel. Appreciated for her integrity, drive, and authenticity, Sarah has an established reputation within the mortgage industry. Her collaborative approach with her clients ensures an effective, productive, and long-lasting partnership.
No marketing tool is quite as overlooked as the email signature. It’s more than just a time-saving solution for day-to-day email communications; your signature is a powerful marketing device that allows you to convey professionalism and elevate brand recognition. For mortgage companies, having a uniform email signature is especially important. Keep reading to learn more about the benefits and importance of an email signature.
With every email that your employees send, they are representing the business to current and future clients. Naturally, you want to put the best foot forward with all of your communication efforts. With a written letter, you would likely use company letterhead with your business name and logo on it to exhibit your legitimacy. Your email correspondence shouldn’t be any different. With a well-designed signature, you can achieve the same effect, letting everyone know that your company is professional and trustworthy.
Your email signature can also be used as a helpful resource to readers. You can place links in the signature that direct people to important pages. For example, you could put a link to your website, email address, or social media page. This makes it easier for your clients to find you online and reach significant sites when they need to.
Signatures also play a crucial role in your online marketing plan. They are like a digital version of your business card; they provide valuable contact and other information to customers in a convenient manner. Ideally, the signature should contain all of the information a client needs to contact your lender and your company again. This makes it simple for new and returning customers to reach you when they need to. This, in turn, increases sales and helps you to close more deals.
Brand recognition is a vital part of good marketing. Your email signature is a useful tool in the process of increasing brand recognition, especially when you add your logo. By including your logo in the signature, your clients will begin to associate your business and the good work you provide with the image. The more people see your logo, the greater your brand recognition will be. This results in better trustworthiness, more sales, and happier customers. Talk to the company that provides your mortgage broker software to learn how to add a logo to your email signature.
According to the SAFE Act, every mortgage loan officer must offer their NMLS ID number in their initial communication with a client. This is true for written and electronic communications. In many states, you must also display your ID number on advertisements and other marketing materials, including emails. By adding this information to your email signature, you can ensure compliance with the SAFE Act without even thinking about it.
You can also put legal, confidentiality, and privacy disclaimers in your email signature. When they are worded correctly, these can protect your company and clients from legal trouble down the road. Plus, it is simple and convenient for your business.
Contact us at Scarlett to learn more about our mortgage broker management software.
The mortgage brokering industry has many different players. Lenders, realtors, lawyers, appraisers, underwriters and technology partners are just a few of the groups that contribute to our marketplace. At Axiom Innovations, we pride ourselves in playing an integral role in the industry, by providing premium technology services to support brokers and their business activities. But it’s the Brokerages and Mortgage Agents who keep it all together.
That’s why we are introducing our newest blog series: BROKER SPOTLIGHT. The purpose is to showcase and learn from the industry’s top professionals. Understanding industry-leading practices is key to building your skills and growing your business. Achieving success and growing your business comes with a unique set of challenges. How do you deal with a growing database? How do you maintain the consistency of service your clients were used to when you were servicing fewer clients? How do you keep in touch with all those people? How are you supposed to keep all your prospects organised?
These are some of the challenges that our first featured broker faced in her business.
Joy Pike, is the first to be featured on BROKER SPOTLIGHT. Joy has been in the industry for 20 years and has been the owner and principle broker of Mega Mortgage for the last 9 years. In those 9 years, she grown a team of 30 agents who have successfully navigated the ever-changing market in the Greater Toronto Area.
As Joy’s business grew, she experienced many of the challenges mentioned above. As a result, she chose Broker Base Plus, from Axiom Innovations as the tool for her business, primarily because it handles client communication automatically. The intelligent automation in our Deal Management and Email Marketing solutions make it easy to set rules, automate responses, and trigger reminders and notifications, all to keep a mortgage business focused on its most important business. When asked about the unique set of challenges in her business, Pike noted that “the unique part of the business is solving issues for clients, it’s listening to their story, goals and needs in finding a solution that works”. By leveraging Deal Management, it’s easier than ever to keep meticulous records of each clients’ unique case. As a business owner, Pike says that Broker Base Plus and the Scarlett Payroll System has reduced her administration costs, and improved the efficiency of her communication through automated notifications and lead generation. When asked, Joy said she would recommend Broker Base Plus and Scarlett Payroll, because most importantly, it allows agents to focus on sales rather than being bogged down by administration.
While the automatic communication is the feature Pike says, is the most valuable to her bottom line, she is also leveraging the renewal reminders and automation to make sure that all her clients are being re-engaged when they reach the 12-month window prior to renewal. She credits this feature to retaining more clients consistently.
We are thankful that Joy shared her story with us, and we wish her the utmost success in for the rest of 2019 and beyond!
