Product Demo

Introduction to Idiom CRM

Overview of Features

• Idiom is a new mortgage-specific CRM designed for loan officers and brokers, featuring an intuitive interface.

• Key functionalities include powerful pre-built automations, integrations with LOS systems, and lead management tools.

• The dashboard provides a comprehensive view of tasks, lead statuses, and transaction updates directly from the LOS system.

Dashboard Components

• Users can monitor top referral partners and manage their existing database effectively through various widgets.

• The contact nurture widget allows users to track loan anniversaries and birthdays within specified timeframes.

Utilizing Playbook Automations

Automation Triggers

• The platform offers pre-built Playbook automations that rely on specific triggers such as contact statuses.

• Users can access saved automations easily from the dashboard's top right corner.

Customization Options

• Automations are customizable; users can modify content or turn them on/off based on their preferences.

• Each automation includes detailed action items that are ready for immediate use or further personalization.

Setting Up Lead Generation Automations

Example of Lead Automation

• An example automation involves leads from referral partners, with predefined triggers and actions set up automatically.

• Users have the option to edit trigger statuses to align with their custom lead definitions.

Content Personalization

• Built-in email and text message content includes merge fields for personalization, enhancing communication with potential borrowers.

Managing Follow-Up Actions

Follow-Up Timing

• Automated follow-up messages are scheduled based on user-defined delays; initial messages trigger immediately if no response is received.

User-Friendly Modifications

• Users can adjust timing for follow-ups easily without any coding knowledge required, making it accessible for all skill levels.

Navigating Contacts and Pipeline Management

Contact Management Views

• Two views (pipeline and list view) allow users to sort contacts efficiently; pipeline view supports drag-and-drop functionality for status changes.

Automation Integration in Workflow

• Moving leads through different statuses automatically triggers subsequent actions like sending application links or follow-up emails.

Lead Management and Contact Organization

Building Efficient Workflows

• Utilizing contact statuses in lead management allows for the creation of efficient workflows based on "if then" logic, freeing up time from administrative tasks to focus on client origination.

Comprehensive Contact Records

• Each contact record provides a complete overview, including communication history and the ability to update statuses or send messages directly from the page.

Customization and Tagging

• Users can create personalized tags for categorizing contacts without needing to return to settings, enhancing database organization.

Task Management Features

• The task widget enables users to create tasks linked directly to clients, facilitating better tracking of referrals and related contacts.

Automation Oversight

• A clear view of automations applied to individual contacts helps prevent conflicting communications on days when automated messages are sent.

Communication Tools and Transaction Management

Streamlined Communication

• The Communications tab consolidates all interactions, allowing quick responses via email or text without navigating through individual contact records.

Integration with Loan Systems

• Direct integration with loan origination systems (LOS) ensures real-time updates within the platform, eliminating duplicate data entry while monitoring transaction stages effectively.

Milestone-Based Automation

• Automations can be triggered by milestone updates in loans, enabling task assignments not only for oneself but also for team members as needed.

Data Filtering Capabilities

• Users can filter loan data by specific criteria such as interest rates, making it easier to identify refinancing opportunities among closed loans.

Task Management Overview

Centralized Task Tracking

• The dedicated tasks section acts like a digital sticky note system that monitors all tasks—due dates, progress status, and overdue alerts are visually highlighted for easy management.

Visual Task Organization

• Tasks can be viewed in both pipeline and list formats; this flexibility aids in managing team dynamics during meetings by providing accountability across assigned user tasks.

Integration with Maxa: Enhancing Marketing Strategies

Overview of Maxa Integration

• The integration with Maxa, a mortgage and real estate marketing company, provides users with a complimentary library of marketing content tailored for referral-driven professionals.

• Users can access a variety of customizable templates for co-branding open house flyers, allowing them to autofill partner information seamlessly.

Customization Features

• The platform offers an intuitive design interface similar to InDesign, enabling users to modify templates extensively by changing logos, colors, and imagery.

• Once customized, materials can be easily downloaded for email blasts or printed for distribution among partnering agents.

Social Media Content Strategy

• The service includes updated holiday content and social media templates specifically designed for platforms like Instagram and Facebook Stories.

• It addresses the common challenge of generating consistent social media posts by providing users with creative ideas and optional access to a premium library for enhanced content.