Online CRM for the Reverse Mortgage Industry
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Requirements & Specifications
System Specifications
General Specs...
- Unlimited records
- "Quick Quote" for immediate reverse mortgage qualification
- Easy Buttons for research, LOS and more
- Upload and attach files to records
- Match records to marketing campaigns
- Calculate ROI, return and overall response for marketing campaigns
- Reminders: System and external email notification
- Four general performance reports (more reports to be published at no cost as part of periodic updates).
- Production Snapshot
- Sales Pipeline report
- Email individuals or groups. Track results of emails
Customization
- Customize select field drop-down menus
- Build sales teams by region, manager or any criteria
- Compatible browser
Security
- Secure servers
System Requirements
- PC or Mac with 512MB of RAM. 1GB recommended
- High speed internet connection (DSL or broadband)
- Secure wireless connection (if using wireless)
- Internet Explorer, Firefox or Safari browser (PC/Mac)General Specs...
- Unlimited records
- "Quick Quote" for immediate reverse mortgage qualification
- Easy Buttons for research, LOS and more
- Upload and attach files to records
Copy / Export to LOS Requirements
- Installed & valid Reverse Vision account **
- High speed internet connection (DSL or broadband)
- Compatible browser
** Other LOS companies to be added soon
Data Import Requirements
- CSV, Excel (2007 & later)
