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….
Scarlett came away with the Best Product or Innovation Award at this year’s Mortgage Awards of Excellence, an honour that founder and CEO Joe Fakhri (pictured top, right) described as an affirmation of its constant commitment to driving the mortgage process forward through technology.
“We’re happy and very proud of what the team has done – the fact that everybody has come together to rally around a common vision,” he told Canadian Mortgage Professional. “What it means is that all the innovation that we’ve put into the ease of use, speed of the system, and efficiency that it introduces to the mortgage space is paying off.”
Joe and Andrew recently spoke with CMPTV about technology in the mortgage space and how it contributes to the accuracy and efficiency of a brokerage’s processes. Scarlett continues to evolve as the mortgage landscape continually changes to allow for brokerages, brokers and agents (and lenders) to do what they do best…close deals and provide mortgage solutions. Click the link below to Watch the full video interview!
HOW CAN TECHNOLOGY CONTRIBUTE TO PERFECTING A BROKERAGE’S PROCESS?
FOR IMMEDIATE RELEASE – Friday, November 25, 2022
Newton Connectivity Systems and Axiom Innovations are pleased to announce the completion of not one but two major connectivity initiatives between Newton Connectivity Systems (Newton) and Axiom, effective today.
The first enhancement allows mortgage brokers and agents working on Axiom’s Scarlett Mortgage platform to connect directly to all Lenders accessing Newton’s connectivity bridges.
“Enhancing our connectivity in addition to adding true redundancy within Scarlett was a key driver for Axiom. Newton was a natural partner for Axiom and its Scarlett platform. Newton continues to invest in advancing its connectivity to lenders; hence providing our customers access to such enhancements was
a no-brainer.” – Joe Fakhri – President Axiom Innovations
“The Axiom team has cultivated a committed Scarlett customer base. We believe their audience can benefit from Newton’s two-way connectivity with lenders for both application data and direct documents transfer.” – Geoff Willis – President & CEO, Newton Connectivity Systems
Newton and Axiom are aligned in the belief that our industry is in critical need of enhancing the system-to-system interactions between mortgage client, broker/agent, and lender to eliminate both friction and time to complete a mortgage transaction. We believe that collaboration is key in achieving this.
“Connecting Scarlett Pay to Velocity was a must to further simplify, streamline and automate the payroll process for customers utilizing Velocity as their primary operating system. This enhanced integration makes life easier for our payroll customers and reduces the friction within their admin teams as they support multiple operating platforms. Further to the above, the added benefit for Axiom is to further expand its customer base for Scarlett Payroll since Newton’s Velocity has one of the largest user base of the industry.” – Joe Fakhri
“We felt that Velocity brokerages deserve seamless compliance and payroll integrations to assist them in running their operations. It was an easy decision to integrate with Axiom’s Payroll solution as a dominant provider in our space. Reducing friction and eliminating manual data entry is always worth pursuing and is often best achieved via collaboration with best-in-class providers.” – Geoff Willis
Both Velocity and Scarlett customers can benefit immediately from these enhancements.
For more information, please connect with:
Geoff Willis – President & CEO, Newton Connectivity Systems geoff.willis@newton.ca 604-657-9195
Joe Fakhri -President, Axiom Innovations joe.fakhri@axiominnovations.com 416-837-2297
We are excited to announce that the rebranding and upgrade to Broker-in-a-Box will be officially completed and available to all VERICO agents on January 31, 2023.
With the new Broker-in-a-Box upgrade VERICO brokers and agents can take advantage of the following new features:
The upgrade to Broker-in-a-Box means that some systems previously available will ONLY be available within the Deal Origination System.
Existing BrokerBasePlus brokers and agents should be aware that legacy tools will no longer be available and supported as of January 31, 2023. Legacy systems include:
For Immediate Release to Canadian Mortgage Brokers.
Axiom Innovations is committed to providing the mortgage industry with the only independent fintech platform with access to all lenders.We are pleased to announce that effective immediately, your ability to submit deals to Scotiabank is available via the Deal Origination System.
Thank you to the teams at Scotiabank and Filogix for enabling us to test and validate the integrity of our connection and data leading up to integration and launch.
Should you have any questions you can reach us via the following:
Andrew Schultz – andrew.schultz@scarlettnetwork.com – 647.402.9304
David Young – david.young@scarlettnetwork.com – 902.818.5500
https://www.scarlettnetwork.com – Support Hotline – 1.855.561.4399 / Press 2
For Immediate Release to Canadian Mortgage Brokers.
Axiom Innovations is committed to providing the mortgage industry with the only independent fintech platform with access to all lenders. We are pleased to announce that beginning on July 17, 2020, our platform will give you the ability to submit mortgage deals to Scotiabank.
Thank you to the teams at Scotiabank and Filogix for enabling us to test and validate the integrity of our connection and data leading up to integration and launch later this week. From the 17th forward you will find Scotiabank listed in the Lender drop-down menu on DOS.
Should you have any questions you can reach us via the following:
Andrew Schultz – andrew.schultz@scarlettnetwork.com – 647.402.9304
David Young – david.young@scarlettnetwork.com – 902.818.5500
https://www.scarlettnetwork.com – Support Hotline – 1.855.561.4399 / Press 2
#mortgage_origination #payroll #compliance #crm #websites
#mortgagebrokers #mortgagelenders #technology #scarlett
#pointofsale #mortgage_applications #pointofsale #directtolender
Filogix is excited to announce that Axiom Innovations is now part of the Filogix Mortgage Marketplace. Axiom is a business automation, process engineering and software solutions company that provides Deal Origination Solutions (DOS) to brokers, allowing them to manage their mortgage deals anywhere, anytime, from any device. Brokers using Axiom’s new DOS platform can now submit mortgage deals directly to the Filogix lender network. To learn more about Axiom’s DOS, click here.
Source: https://www.filogix.com/releases/axiom-innovations-is-now-a-filogix-marketplace-partner/
Customer relationship management software offers many advantages to businesses. These programs allow businesses to manage their relationships with their customers by tracking and accessing data and information. Mortgage brokers can use the knowledge obtained with the use of CRM software to increase their sales. Here are a few ways that mortgage brokers can increase sales with CRM software.
One of the major advantages of CRM software is that it allows companies to store all of their data in a single, unified database. Any employees that might need this information can easily access it through the database. If a customer contacts the company, whoever is speaking with them needs to know their history with the company. Clients don’t want to have to repeat information they’ve already discussed as this might make it seem as though they’re taking steps back. Any employee that speaks with the client will have all of their histories with the business in front of them.
Businesses are constantly looking for new and innovative ways to market their company and attract leads. It can be difficult to tell which of these strategies works best. CRM software allows businesses to create a number of marketing strategies and provides data so that you can discover which one works best. This will ensure that you’re doing everything you can to attract leads to your business. The data collected will also allow your business to determine the most cost-effective way of marketing your business, ensuring that you’re not wasting any money.
While capturing leads is an important asset for a company, knowing which of these leads may be converted is just as important. CRM software can help with both of these tasks. Potential leads will be captured through web traffic and inquiries. Once the leads have been captured, they’ll be ranked based on those that are most sales ready to least sales-ready. This will allow you to determine which leads are ready to be sent to your sales team. The result is that your sales team will be focusing on the most promising leads, leading to more profitability.
Capturing and maintaining customer information can be a time-consuming process. CRM software captures this information and then keeps it stored so that it can be easily accessed by anyone that needs it. This software allows you to scan business cards and will automatically catalog them. Any emails sent or received to or from a client will be automatically stored in customer profiles. If the sales team or anyone else speak with a current or prospective client, they can immediately access this information. This will ensure that you keep your conversations moving forward as opposed to repeating information, leading to more sales.
Whenever you come into contact with a customer, there is a sales process that you go through. CRM software will track this process from each interaction you have with a customer. This will allow anyone that speaks with them to know how close they are to the sale. The result is that you can continue taking positive steps with the client until the sale is complete without any duplicated steps or missteps.
CRM software allows you to capture and maintain various data on your current and prospective clients. This will allow you to efficiently complete sales. Contact Scarlett if you’re in need of a mortgage broker CRM.
Managing customer relationship and your firm can be challenging. If you’re using a general purpose customer relationship management platform or spreadsheets, you’re probably running in circles or not reaching your businesses full potential.
To help grow your business and streamline your firm, mortgage CRM software can help you. But how do you know what to choose?
Whether you are a large office full of brokers or an individual just getting stated, your CRM software should include a few main items. The mortgage broker CRM software should be intuitive and powerful, easy to implement, be a reasonable price, keep customers and contacts organized, be an out of the box solution using modern automation to handle marketing and lead management, be customizable to your business, and be cloud-based for easy access. Your most important aspect to look for in your mortgage CRM is the software should help you grow your business.
The mortgage industry is a relationship industry at its core. Your CRM platform should help you deliver the customer service your clients have come to expect. Some traits to look out for that can assist with this relationship building include deal flow management, business intelligence and reporting, client document porta, email, contact and task synchronization, automatic digital communication, and tasks management. These types of items can help keep your team on track and keep the lines of communication between you and your client open.
A mortgage broker CRM can help you execute your marketing campaigns an grow your business. Create a website, include state of the art mortgage calculator, application capture, search engine optimization modules, integrate your social media, and leverage a content management interface all in one place. Marketing is a vital part of your business, and many do not have the time to commit or the means to outsource. Utilizing a CRM that simplifies your strategy can set you apart from your competition.
Many CRM software’s offer a variety of different features. Some important items that other platforms may not offer include payroll and commissions processing, loan and deal origination, and point of sale integration.
Streamlining and growing your business can be simplified through use of a mortgage broker CRM. Through building relationships with automated emails to marketing on your social media platforms, a CRM can give you the relief you need to find more business or handle more. To learn more about what the pros say you should consider before choosing a CRM, visit Scarlett at https://www.scarlettnetwork.com/.
Do you have a mortgage broker marketing plan? If not, you’re not making as much money as you should be. You need a way to reach your customer base and you need a way to educate them about mortgages. Many mortgage brokers make the assumption that consumers need them and, therefore, don’t need to actively market. However, this way of thinking is old school, and it’s limiting your reach. Keep reading to learn more about tools and strategies for mortgage broker marketing.
Social media is a broker’s best friend. It’s a way to reach thousands upon thousands of people without spending a fortune. Social media allows you to market to people actively looking for homes as well as those considering buying in the future. When used as a tool for your business, people are learning about your business and the industry. Posting once a day at minimum is ideal, but if you can post 2-3 times a day on different topics, you’ll stay in the consumer’s newsfeed longer.
The bottom line: Mortgage broker digital marketing is a must.
Old school mortgage brokers marketing tactics often included things such as mailing out postcards every few months or placing ads in local newspapers or other publications. Today’s broker needs to reach their customers in a different way. Many potential customers don’t check their mail often because they do a lot of their business online, and if they do check their mail, the chances are high they’ll throw that mailer away. They are literally throwing your money away.
The good news is there’s a better way to reach your customer base, and this is through automated email marketing. Create a landing page on your website for visitors to sign up for updates about new products and services. Then, send them a monthly email. Depending on open rates and links clicked, set up an automated email campaign to target your customers even more. Yes, some of those newsletters are going to end up in the trash folder, and you’ll get unsubscribes, but you’re not wasting hundreds or thousands of dollars on a campaign. Email automation can be free depending on the size of your list.
The best mortgage broker marketing goes against the norm. If you’re doing everything exactly as every other broker is doing it, your results will be average. Wouldn’t it be nice to achieve stellar results? Think outside of the box. How can you educate people about the mortgage industry and gain clients? Maybe you speak at networking events? Or, write an ebook about the mortgage industry and use it as a giveaway with your information scattered throughout the book. Brainstorm ideas that set you apart from the crowd.
As you build your business, remember that you’re building your brand. What do you want your brand to be associated with and how do you want to be seen? Mortgage brokers marketing is something you need to devote time and energy to, so your business grows. When you increase your digital presence, resist going with the flow, and use automation to engage, you become a force to be reckoned with, and rightly so.
Do you need help with marketing? Contact SCARLETT, your broker in a box marketing solution. Visit them online at https://www.scarlettnetwork.com to learn more about pricing and marketing services.
Any business that deals with customers one-on-one needs to understand who they are to provide quality service. Customer relationship management, commonly referred to as CRM, is a system that allows a company to input all data about a customer and record their interaction with that company into a program and share it with all departments within the company. This allows easier access to customer records to provide better and faster service. Here are a few reasons why a mortgage broker CRM is an essential tool.
When a customer interacts with a business, they want to feel important and valued. Tracking and recording interactions can make working with your customers more efficient and smooth. This can include any calls made to the customer, proposals that have been sent to the customer, any responses received from the customer, and a list of any services provided. You’ll be able to retain your clients by providing them with better service.
For any mortgage broker, prospecting for clients can take up a great deal of time. Customer relationship management software allows you to create a list of all prospects and put them in specific demographics. This makes recording and maintaining this information easier and more efficient. It also helps generate quality leads, which will reduce the amount of time spent on potential clients who end up going elsewhere. Efficiency is an essential part of a successful business, and customer relationship management software will allow you to increase your efficiency substantially.
As your company grows, you will gain more customers, which may make managing customer relationships more difficult. While your customers want personalized service, it can be difficult to develop a relationship with and focus attention on one particular customer. CRM software will allow you to manage customer relationships better because it provides necessary information about them.
The more you know about your customers, the more you’ll understand their needs and wants. While they may come to you looking for a specific solution, you may be able to help them with problems of which they’re unaware. This will allow you to attract more business from that existing customer while continuing to provide excellent service.
Efficiently managing customer relationships is an essential aspect of any successful mortgage broker. The implementation of mortgage broker CRM will allow your company to easily share information so that customers always feel as though they are moving forward with the process rather than repeating what has already been discussed. This will result in happier customers and more successful interactions. If you’re in need customer relationship management software for your business, contact Scarlett Network.
In today’s crowded field of mortgage brokers competing for the attention of homebuyers, it’s easy to blend into the field. But becoming a successful mortgage broker means developing a successful marketing strategy that can make you stand out from the crowd of other brokers all vying for the attention of homebuyers. Fortunately, there’s a wide variety of tools that can make the seemingly difficult task of mortgage broker marketing a simple and straightforward affair. For example, by harnessing the power of mortgage broker software, you can determine a target audience, formulate a strategy, utilize diverse marketing channels, and track your marketing spend.
Software can be a key mortgage broker solution that helps tackle a difficult but necessary task. If you’re floundering when it comes to marketing your business effectively, learn what it takes to distinguish yourself from your competitors, and bring all the available marketing channels to bear in support of your business goals. Don’t forget your creativity either, as marketing is about more than demographics and analytics. Read on to learn a few marketing tips that can help you step outside of the crowd of brokers in the market and get more business.
First, you need to determine who represents your target audience. In today’s mortgage field, most customers fall into one of two categories. Those two categories are new homebuyers and refinance customers. While both categories are in search of financing, their ends are very different, as are their concerns. For example, a typical refinance customer is well-versed in the mortgage game and is concerned with getting a low rate. As a result, those customers are more prone to shop around than new homebuyers. New homebuyers, on the other hand, are unfamiliar with the process. They may want to be counseled on mortgage matters and are looking for advice. They may be less prone to shop around, depending instead on referrals from friends, family, or real estate agents. Knowing this information can help you tailor your messaging and the way it’s delivered, so spend some time identifying your audience.
Social media represents one of the most dynamic forms of communication available to mortgage brokers today. It’s diverse in its application and the way messaging is delivered. Some social media platforms have built-in advertising capabilities and advanced analytics that can help you target your best audience directly. Make sure that you use social media to promote yourself in a controlled manner, and don’t be afraid to spend a little per month on social media advertising. The return-on-investment is one of the best buys in marketing.
Content marketing is another tool that any mortgage broker can use to get the attention of potential customers. Content marketing involves the creation and distribution of high-quality content that is of benefit to potential customers. The idea is that they search the internet for specific topics, and when they locate your content and appreciate the information offered, you create a digital lead or sales funnel. Content marketing will channel customers to your digital profile and help you become an authority in the field. The benefits are too great to ignore for mortgage brokers, so develop a blog and populate it with great content to see your business grow.
While it can be intimidating to the uninitiated, pay-per-click advertising can be a dynamic marketing tool for mortgage brokers. No matter which PPC provider you use, landing on the first page of search engine results is key. Stats indicate that it’s an important consideration in any industry, and with a sound PPC and SEO strategy, you can see your business grow exponentially. It pays to learn about PPC strategy, and bidding on keywords isn’t as difficult as it may seem.
If you’re looking to grow your business through marketing, utilize these tips to identify your audience and develop messaging to meet them through a variety of marketing channels. To learn more about marketing your brokering business, visit Scarlett at https://www.scarlettnetwork.com/.
A customer relationship management software program, or CRM, is a very useful tool for a variety of industries. This software allows you to easily manage a large volume of interactions with your clients and communicate with them effectively. As with many other industries, there are specific CRM programs designed for mortgage planners and others within the financial services industry to simplify running a business. Using one of these programs will allow you to manage your customer data, automate sales, track leads, support customers, and more. This software will make it much easier to handle a large number of transactions consistently and stay in touch with your clients for better overall service. Here are some things that you should consider before deciding on a mortgage broker software program for your business.
Let’s face it, you’re on the move all the time. Your job takes you somewhere new every day. Your phone IS your office, so it goes without saying, your CRM has to be mobile friendly.
In a time where instant gratification and communication is so desired, the capability of mobile support is more important than ever. Mobile functionality with your CRM will allow you to answer any questions or serve any request your customers may have regardless of where you might be. You will also be able to access your tasks, appointments, and customer contacts from anywhere so that you will always be prepared for anything you might have scheduled.
Are you tired of updating the same data in different places, when you could be focused on driving your business? In this digital age, there are a variety of systems that you likely already have set up for your business. It’s important that these systems can work together to avoid any confusion. If the CRM that you purchase can’t integrate with your other systems, this could cause a great deal of time and effort to allow these systems to work together as needed.
Purchasing a system with this capability will allow you to avoid multiple set-ups or installations that otherwise would be required. The ability to have your CRM easily integrate with your other systems will allow you to easily set up the system and ensure that you don’t suffer from any downtime that could cost you money.
Some important integration to consider: Expert, Equifax, Email platform, website, social media and e-signature.
Current and potential customers want to be able to easily interact with your company so anything that makes that easier is essential. A web portal will allow customers to post comments, make inquiries, file documents and retrieve other information with ease and without printing anything out. This will allow them to provide the information you need quickly so that you spend less time waiting on the customer.
The relationship with customers and handling a high volume of transactions are some of the most important aspects of a business. A mortgage CRM allows industry professionals to effectively communicate and serve their customers. Before purchasing a mortgage broker technology solution, ensure that the one you’re considering has these features. Contact Scarlett if you’re in the market for a mortgage CRM to assist your business.
