CRM

Link to Login: https://mrweb2.mortgagereturns.com/Prod4/Login.aspx 

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CRM-Signature-Blocks.pdf

85.74 KB 2021-07-02 July 2, 2021 2018-05-18 May 18, 2018
May 18, 2018

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Please email Signature Block Form and LO personal headshot to ITsupport@gmccloan.com


TRAINING VIDEOS LINKS

Getting Started: User Training 101 video on the Encompass CRM http://www.mortgagereturns.com/emailimages/trainingvideos/ECRM-User-Training-101.mp4

In this video, they cover the following:

  1. Hotlist Overview
  2. Contact Management
  3. Reporting and Co-Branding

There are also other videos that cover many other topics with the Encompass CRM tool.

  1. Adding Prospects to Targeted Marketing Campaign https://vimeo.com/185540835
  2. Adding Realtors to Targeted Marketing Campaigns https://vimeo.com/185540489
  3. Viewing Marketing Material with your information https://vimeo.com/185540109
  4. Adding yourself to the database https://vimeo.com/185539900
  5. Adding new prospects https://vimeo.com/185540688
  6. Adding new Realtors and Referral Partners https://vimeo.com/185540369