Recently a local Title rep, who is very proactive in presnting valuable tools, hosted a class on how to use Microsoft Outlook as a tool. He started by stating that most people in this industry once they close a transaction, complete all the paperwork and file it away. Many of us are guilty of not having an effecient follow up system. That leads to our next step which is to go out and find a new client. With that in mind we were told that when most people open the contact section of Outlook they open in the address card screen. He told us we should be opening in the category screen. From there he showed the group how to create fields that are pertinent to our business. Fields like purchase price, loan amount, interest rate, payment change date. He further taught us how to create fields for race, gender. His logic was that if he wnted to target his marketing to a female emerging market segment he could. If he wanted to email people on the birthday he could. If he wanted to contact his clients before their rate adjusted he could.
For those of you who are lenders and use Caylx Point as your LOS you can export your existing client list into these fields. the whole idea is to stay in front of and intouch with your database so they will continue to use, remeber and refer you.
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