Overview
What Is CRM?
Philosophy of Solution Design
Success Stories
Real Estate Advantage
Mortgage Advantage
Commercial Banking
Sponsor Advantage
Advisor Advantage

Custom Elements
Relationship Navigator
Workflow Management
Mobility
Outlook Integration
Excel Integration
Marketing Campaign Mgmt.

REA BENEFITS

Reduces if not eliminates the redundant and inaccurate data that exists in the organization due to the existence of multiple databases.
Reduces lease process flow cycle time by task tracking and assignment as well as automation of redundant steps within
Reduces the number of leads and prospects that fall through the cracks due to lack of attentiveness to them over time
Increases customer satisfaction by providing a singular outward voice for the company by having integrated the once disparate systems into one centralized system
Increases responsiveness of brokerage community having access to the home office at all times with access via mobility solutions such as Blackberry and Windows Mobile
Reduces dependency on meetings and manual reporting efforts to communicate information across the company



Seamless Integration with Microsoft Excel

Tight integration w/ MS Excel provides for quick export to a familiar tool that allows for robust reporting and data manipulation without having to learn a complicated report writer. Getting data out of the system is just as easy as putting it into the system.

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