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Using Outlook as a Marketing Tool

Mortgage and Lending with RU Prepared 2 Present

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.

Bill Austin
East Valley Living - Scottsdale, AZ

Microsoft even has an add-on to Outlook that turns it into a Customer Relationship Management (CRM) System.


May 26, 2008 04:26 PM
Brian Solinsky
Keller Williams Realty - Puyallup, WA

Excellent ideas. Thank you for sharing. I'm scheduling follow-ups right now.

May 26, 2008 04:28 PM
Marguerite Crespillo
Marguerite Crespillo - Roseville, CA

What is the name of the Add on Bill? Is there a website link for it?

May 26, 2008 04:29 PM
avinash paigude
volans - Cantwell, AK

Excellent ideas. Thank you for sharing

May 26, 2008 04:32 PM
Courtney Cooper
Cooper Jacobs - Seattle, WA

I use Outlook quite a bit for marketing:)  Great stuff!

May 26, 2008 04:34 PM
Mike Wong
Keller Williams Realty Southwest - Sugar Land, TX
Realtor: Commercial, Residential, Leasing, Invest

Outlook is great and its free. I purchased Top Producer and its taking alot of time to learn and get up and running right. I love the simplicity of Outlook and its hard to move away from something Im so comfortable with.

May 26, 2008 04:41 PM
Charles Z. Radney
RU Prepared 2 Present - Fontana, CA
ACB, QS, DRE#01268894

What is the add on called and how do I get it?

May 26, 2008 04:48 PM
Bill Austin
East Valley Living - Scottsdale, AZ

There are several different levels you can get. Some of hte names to look for include:


CRM Elements for Outlook

CRM Plugin for Outlook

Microsoft Dynamics CRM



May 26, 2008 04:55 PM
Roberta LaRocca
Simply Vegas Real Estate - Las Vegas, NV
REALTORĀ®, Broker, Salesperson, NV. Lic BS.507

Charles, Thanks for the information on Outlook. I do use the address book but that is it.

May 26, 2008 04:55 PM
Bill Austin
East Valley Living - Scottsdale, AZ

Running this search brings up a bunch of places that say you can download it to try it.





May 26, 2008 05:10 PM