Contact Connect™ - Creating a relational structure in GoldMine

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Note: Not compatible with GoldMine Premium Edition

An ideal solution for organizations, such as mortgage lenders, real estate brokers, distribution chain companies and others that have complex relationships between different records in GoldMine.

Contact Connect™ provides a simple interface for the user to track relationships between GoldMine records.

Contact Connect adapts well for the mortgage industry, where lenders working on a borrower’s loan package have contact with a number of 3rd parties, including sales agents, appraisers and title companies, not to mention their own internal loan officers and processors.

This utility was designed to be flexible for any industry and requires no programming to change the industry focus or number of third parties tracked.

If you could easily improve the way you manage and nurture your referrals, without increasing your effort or time spent working, could you increase your production?

If you knew how many times you referred a borrower to a realtor, and how many times that realtor referred a new borrower back to you, do you think you could improve your business by implementing a new "smart" referral policy?

Features:

• New! Merge Documents with Word with details from any linked parties.
• New! Merge Emails to any linked parties
• Simple linking between customer and third party records in GoldMine
• User-friendly window to view all linked parties
• Easily navigate between customers and any linked record
• Customization Wizard for tailoring to any industry
• Track up to 15 types of contacts
• Adjust screen labels for your business

• Lead Tracking
  • With the Pro Edition of Contact Connect you may specify the source of a customer lead and whether you have distributed this customer as a lead to any of the linked contacts.
  • This powerful relational functionality makes it simple to see at-a-glance how many referrals you may have given to any player, as well as how many you may have received. 
     
• Synchronize Userdefined Fields
  • The Pro Edition of Contact Connect may be configured to allow for storage and synchronization of contact information of linked records directly on the customer record. This feature reads contact information from linked records and writes the values to userdefined fields on the customer record.
  • This option allows that data to be synchronized over to POINT, Contour or Genesys loan file.
• Job Processing with OmniRush
  • The Pro Edition of Contact Connect may be configured to allow for easy synchronization between GoldMine and OmniRush using Job Processing.
  • This feature reads calendar records scheduled for customer records and transfers the jobs to the correct referral records in GoldMine for easy processing by OmniRush.

Mortgage Professionals

Mortgage transactions are complex, and usually involve a number of parties besides you and the borrower.  The better you can manage the relationships between these parties, the less time and effort is required from you and the higher the overall satisfaction level for all parties.  This increased efficiency and satisfaction fuels your referral engine. 

Sample Mortgage Customization:

Examples of how Contact Connect™ can be used:

• Mortgage lenders linking borrower records to loan officers, real estate agents, appraisers, title companies, etc.
• Property management companies linking property records to tenants, cleaning staff, building maintenance personnel, etc.
• Insurance companies linking insured records to carriers, underwriters, beneficiaries, trustees, etc.
• Legal firms linking client records to prosecuting attorneys, defending attorneys, legal assistants, investigators, law enforcement agencies, etc.

Any industry applies:

• Mortgage Lenders
• Real Estate Brokers
• Property Managers
• Insurance Companies
• Legal Firms