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Mortgage Returns Enhances Database Management and Marketing Solution In Time For Spring Home-Buying Season


March 1 - Mortgage Returns, an award-winning CRM and marketing solution for the mortgage industry, has upgraded its system to include additional functionality enabling lenders to more effectively communicate with referral partners and easily track and identify referral sources.

“According to RE/MAX, January home-buying sales were up 3.4 percent from a year ago,” said Jim Blatt, CEO of Mortgage Returns. “To make the most of the spring home-buying season, banks and mortgage companies will need to strengthen relationships with referral partners. The number of referrals a company receives in a year is often the difference between meeting revenue goals and falling short of them. Referral partners need consistent communication and a commitment that lenders are managing these important relationships. Mortgage Returns’ new features enable mortgage originators to more effectively manage referred clients.”

With more than 300 marketing messages that are compliant with federal regulations, Mortgage Returns’ new enhancements streamline marketing, so originators can more easily assign automated and relevant marketing campaigns to customers, prospects and referral partners. New features enable lenders to better classify, organize and search customer data that is typically buried in loan origination systems. In addition, originators can consistently match referrals to customers and prospects, as well as give regular updates to referral partners on the status of mutual prospects. This is what the referral partner really wants to see. 

This unique approach to database management enables Mortgage Returns to provide better results for more than 6,000 originators nationwide. 

“Stronger relationships with customers, prospects and referral partners mean more closed loans,” said Blatt. “Beyond the improvements to database management, we have also improved the communication process. For example, we have automated the process for providing referral partners with weekly rate sheets. This, combined with other efforts, will strengthen relationships with referral partners and positions the originator as a market and financial services expert.”

About Mortgage Returns
St. Louis-based Mortgage Returns provides a full-service CRM and automated marketing solution to help mortgage originators maximize profitability from clients, prospects and referral partners. Through an award-winning database management and marketing system, Mortgage Returns provides timely and relevant marketing for more than 6,000 mortgage originators nationwide. Mortgage Returns’ customized marketing solution also increases referrals and cross sell opportunities for more than 225 financial institutions. For more information about Mortgage Returns, visit