Consulting Services

CRS Consulting Services are the first step in developing your customer retention model because it gives us the opportunity to understand your specific needs and requirements. We assembled our staff of mortgage industry specialists so that we would have expertise in the services listed below.

  • Mortgage Retention Program Design & Development
  • Credit Data Review so you consistently market to qualified prospects.
  • Agency Risk Scoring
  • Inbound and Outbound Script Development to enhance the success of your loan officer’s telephone work.
  • Outbound Telesales Programs
  • Inbound Telesales Tracking
  • Marketing Campaign Analysis to ensure programs stay on track or improved if necessary.
  • Marketing Campaign Management & Reporting
  • Printing and Mailing Fulfillment Program Design & Management
  • Third Party Data Enhancements to provide the best information available.
  • Trigger Program Development & Implementation
  • Prescreening for Firm Offer of Credit Programs
  • Prequalification Marketing so that you only make offers to the right customers.
  • Prepayment Analytics to identify opportunities.