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Mortgage Returns Adds Post-Close Survey to TRUE CRM Solution
Jun 26, 2014

Mortgage Returns has introduced a post-close survey product as a part of its TRUE CRM solution. The automated survey function allows lenders to track service levels for customers and real estate agents. Once delivered after the close of loan, the surveys measure the satisfaction of users and agents, while identifying key areas for growth. The surveys are deployed through a six-step email marketing campaign, and the results are accessed through the Mortgage Returns CRM system. Mortgage Returns has designed this post-close survey as a product to provide loan officers with the ability to track and improve their service for both users and real estate agents. The new addition to TRUE CRM will allow loan officers to gain significant insight and feedback about their performance and customer service, while providing a benchmark result to compare with competitors. “The post-close surveys will allow lenders to gain insight into the service levels they provide and will help improve the relationships between loan officers, borrowers and agents,” said Jim Blatt, CEO of Mortgage Returns. “As with the one-to-one marketing strategies provided in our TRUE CRM system, the surveys will provide relevant feedback to loan officers to improve performance and create loyal users in the long term.”