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MTTG Systems™
MoneyTree
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MTTG Systems
Boost Your Performance
MTTG Systems™ is an integrated sales and workflow tool built as a Client Relationship Management (CRM) on the Fanne Mae standard file format. MTTG Systems™ is designed to improve efficiency in both sales and processing; encourage professionalism through activity accountability, improved client and partner communication, and educated analysis; and manage customers for life.
Program Highlights
Prospects Pipeline
The Loan Pipeline Utility will help you keep track of which clients need your attention and when.
Active Sales Force
As part of the MoneyTree Training Group coaching program, coaching clients are encouraged to use MTTG Systems™ to implement the Active Sales Force (ASF) program taught by MoneyTree Training Group.
Custom Contacts
Proper database management with an effective Contact Management System is necessary to sustain a successful origination business.
Payment Calculators
Our calculators are designed to perform basic functions as well as provide valuable tools to perform calculations commonly asked for by borrowers.
About Our System
The service is built as an integrated On-Demand Mortgage Client Relationship Management system designed from the ground up by mortgage professionals. The tools provided in MTTG Systems™ service consist of a mortgage industry customized CRM, a powerful Personalized Consultation System, and a fully integrated Marketing System.
The layout gives originators a reliable process to convert prospective clients into lifelong clients.
MTTG Systems™ is an integrated database system that incorporates presentation tools, contact management tools, loan status tools, pipeline management tools, loan calculator tools, and an online application system.
Activity Center
The service is built as an integrated On-Demand Mortgage Client Relationship Management system designed from the ground up by mortgage professionals.
Business Planning Modules
More than a Spreadsheet
A business plan is more than just numbers. MTTG Systems™ will calculate the number of prospects you need in a week, month, and year. More than that, our business plan will integrate the activities you have defined into your daily calendar. You can even define key date activities like Birthday Emails and Annual Review Letters in one place. All year long, those activities will happen automatically.
Online Access
In order to improve communication with team members, referral sources, and borrowers, MTTG Systems™ is built on an internet platform so information sharing is simple, yet secure.