This innovative CRM platform signifies a transformative advancement in the mortgage sector, offering an array of AI-enhanced tools to automate critical business functions.
Connection Inc., an AI-driven business solution provider, unveiled its Loan Officer A.I. CRM. Developed in partnership with The Mortgage Marketing Animals, this innovative CRM platform signifies a transformative advancement in the mortgage sector, offering an array of AI-enhanced tools to automate critical business functions for loan officers.
The innovation of Carl White, a National Production and Marketing award-winning Branch Manager and host of the world’s #1 mortgage pro podcast, Loan Officer Freedom, and Chris Johnstone, President and Founder of Connection Inc. specializing in AI technologies for mortgage agents, the Loan Officer A.I. CRM unites proven marketing strategies with cutting-edge AI innovations. This unique combination equips loan officers with an unparalleled toolkit for automating client engagement, scheduling appointments, and executing successful marketing initiatives.
Beta program participants have already witnessed the CRM’s transformative effects. Pre-loaded with diverse campaigns aimed at various business sources, the CRM’s A.I. capabilities efficiently manage campaign-related conversations, effectively qualifying leads, enhancing client relationships, and increasing mortgage application opportunities.
The Loan Officer A.I. CRM encompasses a comprehensive A.I. feature set, eliminating the need for multiple software subscriptions. This suite includes an AI-driven conversation system (text, email, social media), an intelligent power dialer, an integrated calendar, and tools for managing and creating social media content. It also features a website builder with proven lead conversion templates, 5-star review generation mechanisms, pipeline tracking, and custom lead follow-up processes.
