CMG Financial Cites Growth Via Mortgage Returns' CRM Offering

Mortgage Returns has announced that San Ramon, Calif.-based CMG Financial is using its Business Analysis Reports to increase the impact of the organization’s marketing efforts. Mortgage Returns' reports give mortgage originators information on production statistics, marketing ROI, customer retention and loan officer performance. "The Business Analysis Reports results were compelling and helped our company understand opportunies we are missing, not just in terms of loan transactions, but also how much of our business comes from business partners - whether it’s realtors, financial advisors or insurance providers. The analysis made us more aware of the importance of nurturing these relationships by taking care of their customers,” said Dave Herbst, director of marketing at CMG Financial. “The reports helped us understand our place in the market, how we measured up against the competition and where to focus our strategic planning.” The Business Analysis Reports analyzed data from CMG Financial’s closed loan activity within four business channels: Wholesale, correspondent lending, retail and affinity partnership divisions. Business Analysis Reports enabled CMG Financial to identifiy missed marketing opportunities to focus on in the future and also provided reassurance in some areas that it was outperforming its peers. “The Business Analysis Reports empower lenders by evaluating company performance and showing how they can optimize their marketing to deliver maximum ROI in the future,” said Jim Blatt, president and CEO of Mortgage Returns.