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Mortgage Broker Benefits
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Communication Management 
BrokerSource allows you to utilise "distribution groups" to send bulk messages to your Clients, Referrers and Loan Writers for marketing or information purposes.

BrokerSource will also cut down on the number of phone calls received from Clients and Referrers as these can have their own BrokerSource login to monitor the progress of loans and leads.

BrokerSource will provide the following benefits when managing your Communications:
  • Attach Notes to Clients, Loans, Referrers and Loan Writers for future reference.
  • Create rich HTML Newsletters from within BrokerSource that can be saved and used over and over again to communicate with Clients, Referrers and external subscribers.
  • Create distribution groups to target specific subsets of your database with marketing campaigns and relevant information.