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MyMortgageHostMyMortgageHost CRM/Databasing Call September 6, 2007 “PARTNER RELATIONSHIP MANAGEMENT” Presented by Eric Risley, Wayne Hohler: Aclient Software.

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Presentation on theme: "MyMortgageHostMyMortgageHost CRM/Databasing Call September 6, 2007 “PARTNER RELATIONSHIP MANAGEMENT” Presented by Eric Risley, Wayne Hohler: Aclient Software."— Presentation transcript:

1 MyMortgageHostMyMortgageHost CRM/Databasing Call September 6, 2007 “PARTNER RELATIONSHIP MANAGEMENT” Presented by Eric Risley, Wayne Hohler: Aclient Software Systems

2 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management What is Partner Relationship Management(PRM)? PRM is a business strategy for improving communications between your company and your business partners and affiliates.

3 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management CRM=Stay in touch with clients in order to earn additional business. PRM=Communicate with your business partners to build mutually beneficial business strategies and referral systems.

4 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management The most used, and most basic, form of Partner Relationship strategy… … The Partner Web Page

5 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management The most used, and most basic, form of Partner Relationship strategy… Automatically Added to Partner Web Page When Added As Your Partner

6 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management So let’s look at some strategies that really help build your partner referral base …

7 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 1. Bring them referrals

8 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 1.Bring them referrals  Track results  Is the partnership mutually beneficial?

9 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 2. Keep Them Informed It doesn’t matter whether you gave the you gave the referral or received referral or received it, keeping your it, keeping your business partners informed business partners informed throughout the process is an throughout the process is an invaluable service! invaluable service!

10 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 2. Keep Them Informed

11 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 3. Make It Easy To Send YOU Business Something that is often overlooked when forming business alliances is how will referrals be given. The easier it is to refer you, the more likely it is that your business partners will actually send customers to you.

12 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 3. Make It Easy To Send YOU Business  Provide Co-Branded Web Pages This is YOUR Live Rates! Your Company Name Here All About THEM! YOUR Online Application!

13 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 3. Make It Easy To Send YOU Business  Provide Co-Branded Web Pages A Unique Benefit Code for THEIR Clients!

14 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 3. Make It Easy To Send YOU Business  templates they can use that also drives business to you. This Button Goes Directly to a Co-Branded Page using YOUR Live Rates!

15 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 4. Provide Tools That Help Them Sell  Ex: Co-Branded Return on Investment Report.

16 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 4. Provide Tools That Help Them Sell Your Company Name Here

17 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 4. Provide Tools That Help Them Sell

18 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 4. Provide Tools That Help Them Sell

19 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management 5. Drip Campaigns for your Partners  We all think of “Drip Marketing Campaigns” as being only for our clients and for customer retention.  Alliance Partners can benefit from regular communications from you just as much as your clients  Regular communications keeps you in your alliance partner’s mind and keeps them informed

20 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management Benefits of Partner Drip Campaigns  Avoid ‘Phone Tag!’  Keep your affiliates up to date on your latest rates,marketing campaigns and other issues in your field of specialization.  Market THROUGH your business partners

21 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management Partner Drip Campaigns  Keep your affiliates up to date

22 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management Benefits of Partner Drip Campaigns Market THROUGH your business partners Add a “Forward to a Friend” link or button so your Affiliates can easily send YOUR message to THEIR clients and to other qualified Business Professionals!

23 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management Benefits of Partner Drip Campaigns Market THROUGH your business partners Sponsored Mailing Opportunities either in your message to your clients or in your affiliates message to their clients!

24 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management Partner Relationship Strategies: 1.Implement strategies to bring referrals to your business partners. 2.Provide information that is important to your partners involved in the referral, throughout the loan process. Not just Donuts!

25 MyMortgageHost ~ Managing details. Delivering results. Partner Relationship Management Partner Relationship Strategies: 3. Make it easy for your business partners to refer business to you. 4. Provide tools that help them sell 5. Enroll them in a marketing campaign that can be easily forwarded to their clients and business associates.

26 MyMortgageHost ~ Managing details. Delivering results. Questions?Questions?  Feel Free To Ask Questions!  Highly technical or specific questions you may have after this presentation or prefer to ask outside this forum, please contact us at: Eric Risley / Wayne Hohler Eric Risley / Wayne Hohler Tel: (800) Tel: (800)

27 MyMortgageHostMyMortgageHost Managing details. Delivering results.


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