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“The IFFG technology team built a robust corporate CRM that sends out automatic status emails to key parties branded from the IFFG Loan Officer throughout the loan transaction. It is our belief that our valued clients, referral partners and loan officers should receive updated information on their loan automatically throughout the process.” – Anthony Balsamo – COO/Founding Partner

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Sample Flyers

At Integrity First Financial Group all loan officers are provided a seat on our cutting edge marketing CRM. The IFFG CRM is set to “set it and forget it” meaning that once you have uploaded your closed loan and referral partner lists our system will do the rest. The system is integrated into our LOS so that all loans and parties involved on loan transactions are updated on status changes automatically. Our system also generates campaigns for life so that you continue to get business from past clients and referral partners without lifting a finger.

Contact Management

CRM Highlights

Add & Manage Contacts from Anywhere

  • Stay organized by keeping all contacts in one place
  • Segment to better manage your contacts and target your marketing
  • Add contacts online or with our mobile app for Apple & Android devices

Automate Database Marketing

  • Embrace a total automated marketing solution for all aspects of your database, from past clients to prospects or any other segment of your partner database
  • Build your own campaign or use an existing one to strengthen partner relationships by sending a series of emails over several months of time.
  • Don’t want to lift a finger? Every month we’ll send out an email on your behalf from you to your prospects and clients
  • Email content is always timely and relevant and designed to generate a response or interaction with your database
Form 1003

Intake Online 1003 Apps

  • Receive a custom link to your own online 1003 app
  • Customize the 1003 for your business by removing or adding fields as needed
  • Get alerts when you receive a new online application
  • Download the loan file for import into our LOS
  • Improve partner communication & efficiency by co-branding your marketing with a referral partner
  • Co-brand flyers, emails, even dynamic videos to ensure a cohesive experience for prospects who see themselves as part of a collaborative team
  • Stay in control by choosing what materials are appropriate for co-branding
  • Your new #1 competitive differentiator!
  • Look like a star and keep your client informed in an amusing and memorable manner with in-process dynamic video campaigns
  • Clients receive a dynamic and customized video email as they move through the loan process
  • Brand yourself, or add your agent partners (both buying and selling agents)
  • Completely automate when you sync with your LOS
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