You want to use Microsoft Business Contact Manager as a CRM application and you want it to speak "Mortgage". Well, we've done the work so you don't have to. You can store and view data in the way that makes sense for your business. Business Contacts have added fields to track mortgage-specific data about your contacts. New Views in Outlook have been added so your data is organized the way a mortgage professional would look at it. Dropdown lists have been customized to show mortgage related choices.

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Opportunities in BCM are really Mortgages in pinpointMortgage™ every new mortgage is entered as an opportunity, linked to the business contact so you can see the mortgages you've done for someone all in one place.

pinpointMortgage installs four different views of Opportunities, in addition to the standard BCM views, to track your mortgages:

by Loan Type by Loan Officer by Sales Stage by Previously Funded You can see any or all the data that is meaningful to the way you do business.

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You can also add as many views as you'd like and call them whatever you want.  We started the names of ours with pinpointMortgage so you can see them easily. In fact, There is nothing "locked down" by pinpointMortgage - you can change any of these customizations whenever you desire.

pinpoint Marketing tool is the software written by us to manage drip marketing campaigns and action plans. Now, it's built into pinpointMortgage to help you increase your business with Drip Marketing Plans and increase your productivity with Action Plans. 

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Drip Marketing Plans These are defined as a series of emails, letters, or postcards that you send to prospects or clients on a regular basis.  We use the term "drip marketing" to denote consistent messages that you send to people to keep your name top of mind and build relationships.  pinpoint Marketing tool allows you to create these Plans, apply them to one contact or a group, and then actually do the merge every day with just a few clicks.  It's easy to handle your marketing activities all at once.

Action Plans We define these as a series of Tasks or Appointments that can be scheduled all at once.  A good example is The 17 Things That Have to Happen After I Get An Approval.  In order to keep things from falling through the cracks, you can use BCM and Outlook to schedule tasks and meetings, starting from the Closing Date and working backwards.  After you define your Plan, you can apply it to a contact with just a few clicks.

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BCM Database and Views Customized for Mortgage Professionals
Plus pinpoint Marketing tool - just $179 per user.

Note: We do not have a trial version of pinpoint Mortgage,
but we do have a 30 Day Money Back Guarantee - no questions asked!