In 2002, LoanToolbox implemented ACT! to manage its sales and marketing data. At that time, the company’s founder began to focus on customizing the ACT! database and interface to support the specific needs of mortgage originators. He experimented with the customization features of ACT! for years, making changes and additions to benefit professionals in his industry. After investing countless hours in perfecting the solution, he
began to consider the possibility of making this ACT! template available to his entire client base.
LoanToolbox is a Web-based training resource that teaches mortgage originators how to build and maintain a 100% referralbased business model. By implementing the best practices of top industry leaders, loan
professionals use LoanToolbox to manage and grow their businesses more effectively,
develop referral relationships, automate marketing campaigns, and manage their databases to increase productivity.
With ACT!, LoanToolbox saw a clear opportunity to strengthen the businessesof its members, while expanding its own service offerings. The company predictedthat its customized ACT! template – expertly streamlined to drive the loan application approval process – would serve as the ideal complement to many of its other services.
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发表于 2008-3-16 22:14
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