Mortgage Lead Generating CRM

  • Gain Efficiency With Easy-To-Use CRMGain Efficiency With Easy-To-Use CRM
  • Save Time & MoneySave Time & Money With Automated Marketing
  • Generate Leads, ReferralsGenerate Leads, Referrals & Testimonials
  • Get 3X More Repeat BusinessGet 3X More Repeat Business
  • Follow-up With Clients & ContactsFollow-up With Clients & Contacts Effortlessly
  • Measure & Monitor Your Customer SatisfactionMeasure & Monitor Your Customer Satisfaction

How Do You Manage Your Customer Relationships?

Gaining a new customer is key to good business, but it’s only the start of the process. Building that relationship over months, though integral to success, can be a cumbersome process. Between writing emails, mailing letters, creating promotional materials, etc., Customer Relationship Management (CRM) can eat up a lot of your valuable time.

Enter MGIC Elements, where every element of successful customer engagement and lead generation unites to form a powerful CRM concoction, designed to save time, generate leads, and streamline your business.

Key Elements

MGIC Elements is a bit like your ideal personal (lab) assistant. You get to call all the shots, like choosing professionally designed letters and emails, and Elements will customize and automate the process, freeing you from licking envelopes and keeping your business at the top of your customer’s mind. All the while, Elements is automatically generating leads, and much more!


Mortgage Customer Relationship Management – Be In Control

This is where it all comes together. This intuitive, cloud-based CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead. Integrated online storefronts allow you to increase internal efficiency while ensuring corporate-approved, compliant media.

Interest Rates
Hot Leads

ClientTracker™ – Generate Leads Automatically

ClientTracker compares your customer database with a proprietary FSBO and real estate listing database to find matches of homeowners in the market, generating exclusive leads for pre-approvals and new mortgages.

Generate Leads Automatically

eConnections™ – Automated, Hands-free, Personalized Email Campaigns

Dramatically increase repeat business, referrals and cross-sell opportunities with personalized emails that are automatically sent on your behalf. Your contacts can reply directly to you or click their personalized URL and fill out the convenient online response form.

Automated, Hands-free, Personalized Email Campaigns

Appreciation & Satisfaction™ – Thank You Card & Survey

Personally thank your customers and ask for their opinion after the closing. The third-party surveys generate honest feedback along with a steady stream of referrals and testimonials. Your happy customers can easily share their testimonials on social media.

Thank You Card & Survey

Personalized URLs (PURLs) – Lead Notifications Delivered To Your Inbox

Give your contacts an easy way to let you know when they have mortgage questions or know someone who is in the market.

Personalized URLs (PURLs)

Executive Reporting

Get The KPIs You Need To Evaluate Your Team & Your Campaigns

Monthly reporting broken down at the corporate, branch and loan officer level
Key performance indicators
Response results
Contacts snapshot

Executive Reporting

Custom Branded Online Storefronts

Private Corporate Identity Platforms

Corporate-approved business & marketing media
Easy-to-order print, direct mail, & email
Protect your brand & increase internal efficiency
Geo-targeting drives more CRA business for banks

Custom Branded Online Storefronts

Reputation Management

Improve Customer Experience & Online Reputation

Measure at the employee and branch level
Ensure your customers receive the highest level of service
Generate leads and reviews that flow into your CRM
Easy website and social media sharing

Mortgage Loan Officer Reviews


Connections™ Program – Stay Connected With Customers

Make the most of your database with an automated system that combines e-mail and direct mail marketing for constant, meaningful customer engagement. You’ll always be on the mind of your customers when friends, family, and colleagues ask them for those crucial referrals.

Stay Connected with Customers

3 Year Program – 36 Touch Points: 2 Thank You Cards, 2 Surveys, 10 Emails, 3 eCards, 3 Email Videos, 6 eNewsletters, 6 Letters, 4 Birthday Cards

5 Year Program – 59 Touch Points: 2 Thank You Cards, 3 Surveys, 16 Emails, 5 eCards, 5 Email Videos, 10 eNewsletters, 10 Letters, 8 Birthday Cards

7 Year Program – 82 Touch Points: 2 Thank You Cards, 4 Surveys, 15 Emails, 7 eCards, 7 Email Videos, 14 eNewsletters, 13 Letters, 12 Birthday Cards

ClientTracker™ Mailing

Automatically trigger a personalized mailing when your contact lists their home for sale. Send a mailing without having to do a thing!

ClientTracker™ Mailing

SurroundMail™, TargetMail & eMail – Direct Your Marketing Campaign

Target the neighbors of your recent customers, generate your own prospect list and create a cross-media campaign like a marketing maestro. Choose from a diverse library of eye-catching designs, including QR codes and personalized URLs for online lead generation.

SurroundMail™, TargetMail & eMail


Request A Free Demo – Seeing Is Believing

We’d love for you to see MGIC Elements in action. Demos usually run about 30-60 minutes.


Top 6 Reasons Loan Officers Use Elements | Infographic - An Infographic from MGIC Connects

Embedded from MGIC Connects