On My Way to CRM Mastery!
Published on
Sean Zalmanoff, Regional Manager at USA Mortgage
You know what my job is?
It’s to build the single most friendly sales environment on the planet, for loan officers. Period.
To that end, at the end of February, I took a two-day trip to California, to hang out with some of the most impressive people in the mortgage business, but, more importantly, to get a crash course in what I believe to be the best mortgage CRM on the market today.
The platform is called Jungo, and it’s a mortgage extension to the world’s leading CRM, salesforce.com. No one using it fully is not seeing an increase in business and new referral partners.
Why Jungo?
The whole value of software (and of CRM software in particular), is to automate tasks that are important, but full of drudgery; things that, while critical to the business, do not represent the best use of skilled people’s time.
With Jungo, I can systematize the entire process and create many fail-safes. My processors’ job will be easier and more automated, my LO’s and loan partners’ jobs will not only be easier and automated, but with the automated communication (including email, text and calls) I will blow the doors offexisting referral partners expectations and earn new ones with the listing agents when they see that our LO’s communications with them are better, higher quality, and more frequent, than what most LOs provide their clients!
How does it do that? At it’s heart, Jungo is a workflow automation system. You set up your process the way that works best for you — but it comes with templates and systems designed with the mortgage business in mind. It can be fully integrated with LOS and EDGE, has complete marketing automation capability, and wraps it all up with great dashboards that elevate key insights for each individual in the organization — whether that be the individual LO, processor, or me.
Swinging for The Fence
There’s no doubt that the build-out and implementation is an immense process. That, I’m sure, is why more companies don’t take it on (or worse, take it on in a half-assed way, spend a lot of money, and don’t get any results). But if you know me, you know one thing:
I don’t do anything half assed.
When I got back from California, I put a stake in the ground: we’re going to do in less than two months what most people take years to do with this system.
We’re one month into that process, and we’re more than halfway there. I’ve contracted two of my brothers and sisters from my coaching group to help. One is providing me with the base templates and workflows, so we can really get a jumpstart on implementation, and learn from people that have “been there, done that”. The other is coaching up my assistant on integration aspects. She’ll then drive that process, and make sure the whole team masters the process builder, phone, and SMS integration.
I’m making this happen. And this is just the latest step in my commitment to making the sales floor a place where sales get done — removing all the barriers to letting people do what they do best.
Hit me up at the beginning of April, and I’ll let you know how it’s going!
