Only qualified appointments/leads are forwarded to his clients sales staff His clients sales staff is relieved of routine tasks such as taking requests for literature and responding to frequently asked questions.  In the case of Mortgage applications MBS Systems and his strategic partners can provide an appropriate product matrix with a completed Good Faith Estimate and Truth in Lending Statements keeping his client in compliance to RESPA.  Up selling his clients customer on his clients adjunct partners and or affiliates can provide additional income. Data mining and it's benefits are important Because it is the answer to a cost effective method for staying in regular communication with customers and prospects.  Profiling customers can be provided by utilizing his data engineering services that provides sophisticated models such as InteligiaBase. He can take his clients current customer list and reverse match to provide ideal customer profiles by product type and runoff potential.  He can stop customer run off by over 50% utilizing MBS Systems customer analysis software system.  He knows who is moving before any market source.  If they are moving and need financial or related products David knows first ! Program Via Strategy team / Complete Program Management  (CPM) Setting objectives to staffing, training, equipment, results and reporting. David’s management focus is on appointment setting, and Sales Force Augmentation (SFA) Generating customers not just leads ! Will lower his clients cost of sales and processing by leaving his clients trained sales personnel available to work on new business development by closing appointments set. He Creates the customer and services them for his client This is accomplished by automated and live CSR’s that can handle inbound calls with a live operator during normal business hours to refer customers to his clients closest office.  After hours inbound calls and IVR can be automated to respond with closest office and then collect client data for that office. Clients are also located via direct mail, voice mail, and other advertising multi-media. He qualifies his clients prospects for them He utilizes the "good" or "ideal" customer profile to generate and qualify those “suspects” into clients by talking to them one at a time.

Key Benefits

Contact Information Phone:         1.952.292.9999 Fax:             1.702.552.6063 Email:          MortgageDr2002@yahoo.com Main Url:     http://www.oocities.org/mortgagedr2002/Index.html InteligiaBase is a registered Service Mark owned by Mortgage Banker Specialist Incorporated. MBS Systems and MBS are registered DBA names owned by Mortgage Banker Specialist Incorporated. All material herein contains a Copywrite dated February 1, 2002 By Mortgage Banker Specialist Incorporated.  All rights are reserved.

Back

Forward

Business Developement   Link Page

Davids Resume Page