Simple Mortgage Pro is a Windows based program that will help you to create e-mail campaigns to market your client database, as well as create mortgage comparison proposals for your next sales pitch. Targeted Mass E-mail Marketing Campaigns: Create mass e-mail marketing campaigns in minutes, and send out hundreds of e-mails in a matter of seconds. Create custom e-mail templates. Choose which states will receive e-mails. Choose which leads to target. Request referrals from your previously closed loans, inform your Tennessee leads that their FHA guidelines are changing, or warn your teetering applications of an impending rate increase. Simple Mortgage Pro will help you get the right message to the right clients, get them moving, and earn you more business. Mortgage Comparison Reports: Hours of calculations are generated in a matter of seconds, and then neatly formatted into mortgage comparison reports that can be printed or e-mailed to your clients. Integrate With Your Online Lead Manager: One click will transfer leads from your online lead manager (such as Leads360) to your Simple Mortgage Pro Database. Don't use online lead management? No problem. You can import leads into your database from an excel list as well. After you import your leads, you will be able to generate proposals and include them in your e-mail marketing campaigns. Quickly Enter Your Client's Mortgage Details and Create Your Loan Proposals: Entering your client's mortgage information and your loan proposals takes a matter of minutes, but the reports that you can generate for you clients will compile calculations that would take hours by hand. Reports can be printed for in-person meetings or you can create a PDF file to e-mail to your client. You will now have a clean and elegant structure to your pitch backed by deep and all encompassing financial calculations.
What is new in this release:
Version 4.0.0.37 is a bug fixing release.
Requirements:
Windows Installer 3.1; SAP Crystal Reports Runtime Engine for .NET Framework 4.0; Microsoft .NET Framework 4 (x86 and x64); SQL Server Compact 3.5 SP2
Limitations:
30-day trial, then 3, 6, or 12 month subscription plan.
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