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Mortgage Marketing Agents and Mortgage Marketing Contact Management

As part of your mortgage marketing, you will need some ways to keep track of all your data. The software to do this is called mortgage marketing contact management software.

There are several very good contact management software programs available. Some are specific to the mortgage industry. But so far, we have not come across any that are much better than the ones you will find in your local computer store.

Mortgage Marketing Contact Management Software

The mortgage marketing contact management software we use in our company is ACT! It is a generic software, but it seems to be one of, if not the most used contact management software programs available.

ACT! Software comes in real handy when implementing the mortgage marketing programs that are part of our Marketing To Real Estate Agents Toolkit. This product is probably the best mortgage marketing agents system out there. If you want to do business with real estate agents, you need this system.

As part of the system, there are a few customer and realtor follow up plans to be implemented. These would be very hard to do without mortgage marketing contact management software.

Another marketing system in which we use ACT! is Referrals On Demand. We gather up as much information on our clients as we can and use it all to our advantage by using our contact management system. By following the Referrals On Demand program, our referrals have shot through the roof!

All the top loan originator mortgage marketing plans use some sort of referral marketing. But most do not have an actual marketing plan to attract referrals. By using a referral- generating plan from the start of your career you can avoid years of hardship and have referrals come to you on demand.

To get more information and to learn more about different loan originator mortgage marketing plans and systems please visit, And to see which mortgage marketing agents we recommend as well as which mortgage marketing contact management systems you might consider using, visit our Recommended Vendors






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Just a Few of the Companies That Use Our Procucts

  • Lincoln Federal Savings Bank

  • Wells Fargo Home Mortgage

  • Bank of America

  • Allied Home Mortgage Capital

  • JP Morgan Chase

  • National Lending Corporation

  • 1st Metropolitan Mortgage

  • Arbor Mortgage

  • Wall Street Mortgage

  • Grossmont Community College

  • First Security Mortgage

  • Chase Financial Corporation

  • Coldwell Banker

  • CTX Mortgage

  • Southern Utah University

  • Union Savings Bank

  • SunTrust

"Over the last 60 days, you have supplied me with a wealth of information. I have taken the last 2 months off to devise a marketing plan to implement that should totally change my thought process

I truly see myself making a high 6 figure income within 3-4 years, and you have been a driving factor in my thinking. No more roller coaster ride, just steady $$ every month.

Thank you so much for all your help, and I will definitely be a customer for life. This is only a start!!"

Victor 'Scott' Blackburn

"Doing business over the internet is difficult usually with no personal service, however, Kamrock Publishing provided the support and personal service which made this a gratifying experience.

I have no reservation in highly recommending the services of Kamrock Publishing. It is evident that you are committed to your customers and their satisfaction.

Thank you for going above and beyond the call of service and support."

Elijah Graham, Richmond VA

"I am glad that I was able to make the committment to your programs. For my sake, I do hope that not many bankers or brokers buy your systems would make my job tougher to compete. I am the only mortgage banker/broker in my immediate area that truly defines "Amazing Service". Thanks a million.

Michael Locker, Duluth, MN

"Thank you so so much for sharing your experiences for all of us in the mortgage industry. I am a new loan officer, and by reading your materials I know that you have cut years off of my learning curve. All my education is going to come from you because I want to do it right the first time. Thank you for not forgetting where you came from and all the help you offer."
John Torres


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