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What forms of Technology are best?

By Bob Prevelige

Mortgage and Lending with Zenith Mortgage Advisors NMLS# 5016

January 26, 2007 01:41 PM

Aside from the standard PDA's and Crackberries, what tools are you using to provide better service to your clients? I have been using GoldMine and ManageContacts, to stay in touch, Mortgage Coach to improve my presentations, and Mortgage Market Guide to stay better informed and educated.

What presentation programs are being used out there? Analysis software? Share your "best practices" with the rest of us si we can all be better.

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Cynthia Sloop

Community Association Manager - Indianapolis, IN

I heard a coach yesterday say that less gizmos but ones that do several things is best. That we need systems to save time.

Jan 26, 2007 02:28 PM

Bob Sloop, Consultant, Indianapolis, IN

RS Mortgage Consulting - Indianapolis, IN

I like using ACT, to keep in touch with past clients, and it reminds me of when to send out information for follow up as well.

Jan 26, 2007 11:59 PM

Bob Prevelige

Zenith Mortgage Advisors - Hopkinton, MA

CMPS

Act and goldmine are pretty similar, and I agree I use it to remind me to take action. Thanks for the comment.

Jan 27, 2007 02:21 AM

George Souto

George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT

Your Connecticut Mortgage Expert

I find that just plain old Outlook keeps me on track, but I could probably get more milage by also using one of these other programs.

Feb 21, 2007 01:58 PM

Bob Prevelige

Zenith Mortgage Advisors - Hopkinton, MA

CMPS

George,

Some of these other software programs either prompt me to contact my past clients regularly, or do it for me via email. It helps me stay in touch, and generates significant repeat business.

Feb 21, 2007 02:51 PM

Kip & Tamara Barnard

Coldwell Banker - Campbell, CA

Broker Assoc., Realtor ASP

I just learned about www.listingproducer.com . It's a service that creates a website for your listing. I've done similar things like this on my own in the past. But this service does it all for you. Agents in my area that have used it swear by it. The seller's love having a website just for their home.

Feb 22, 2007 02:23 AM

Bob Prevelige

Zenith Mortgage Advisors - Hopkinton, MA

CMPS

I know some realtors who "buy" a domain name for a proprty they are listing, then when they sell, they transfer the domain name to the new buyer of the property. As you said, the sellers like to have a dedicated website, and the buyers to too. Kind of a neat touch.

Feb 22, 2007 03:15 AM

Scott Hoen

Carson City, NV

Carson City Clerk Recorder / Public Administrator

the great thing about listingproducer is that you can try it and show a seller for a listing but don't have to pay for it until you publish it

Aug 12, 2008 05:32 AM