MY
e
TRAC SYSTEM
The only Reverse Mortgage-dedicated CRM System with the built-in MyTRAC productivity system
Built-in Reverse Mortgage calculator
allows you to:
•
Run quick scenarios and present detailed comparisons to quality before you enter data
•
Perform lead specific side-by-side product comparisons directly from your CRM without having to go to another application
•
Produce "numbers specific" documents to your prospects directly from your CRM
Easy to use one-page UI
to perform all your daily tasks and updates such as:
•
Quick access to daily agenda and tasks
•
Update lead (searchable) status
•
Create flag and reminders for future reference
Rich interactive contact management center
featuring:
•
Full calendaring functionality
•
Contact management and consolidated lead notes tracking
•
Specially designed to match the Reverse Mortgage lead life-cycle
Dynamic dashboard
providing:
Daily reports on your activates and lead status
Built-in
MYTrack
functionality
You can put your standard content for the silos and tasks
$49.00 per month
(minimum of 6 months)
© Copyright 2008 MonteRose.Biz LLC. All Rights Reserved.
MonteRose.Biz LLC, 17100 Gillette Avenue, Suite 131, Irvine, CA 92614 • Tel: 1-800-516-0545 • Email:
info@monterose.com
