Avidian

“I have used other mortgage website vendors for lead generation purposes, and none of them have given me the kind of results I have experienced since we started using Prophet CRM software for mortgage brokers. In the past, even though we could drive traffic to our site, we had difficulty capturing potential client information. However, with Prophet site visitors are more compelled to stay on the site and fill out the contact forms. We are definitely most pleased with the results we are receiving from using Prophet CRM.”

“Due to organizational restructuring, we recently merged our corporate and investment banking divisions. As a result, we had seven heterogeneous charts of accounts that needed to be streamlined into a single automated chart of accounts. We used Prophet financial services CRM solutions to help us create an accounting platform with a single chart of account. This solution has become fully integrated into the daily work for all our managers and employees, and has helped us realize a time and cost savings of around 30%.”

“Prior to implementing Prophet CRM, I struggled with keeping client data organized and accessible. I had years worth of information in several different places, and it was hard to track. However, since implementing Prophet, I am enjoying streamlined databases from which I can generate accurate lead generation reports. In fact, just within the last two weeks I’ve already completed two applications, one of which will close by the end of this month.”