Request Customized Coaching - One 30 Minute Free Call with Cindy!

How I Can Help You? For most of us there is a pre-conceived notion that starting to manage your business through systems is time consuming. It does not have to be, but because of this preconceived notion, procrastination sets in. As a result, many businesses are run on sticky notes and stacks of files that continue to grow without movement. This is a business that has peaks, valleys, and stagnations, which often times fosters an environment of chaos or reactive behavior. If this sounds familiar - don't worry! The good news is I can help you clearly define what brings success to your business AND assist you with the implementation of the database that is RIGHT for YOU!

The first step is answering these questions:

What is the end result I am trying to achieve? For example:


• Become known as an expert in my field.
• Referral based business.

What is the personality of my ideal client? For example:


• What makes it fun to work with this person - so when they call I want to talk to them!
• Are there circumstances and/or characteristics that lend themselves to loan products I sell?

Database Benefits:

• Custom fields that promote life-time relationships with customers and strategic partners.
• Organize and prioritize clients based off their loyalty to YOU!
• Prioritizes scheduled events into manageable time blocks.
• Increased production with mail-merge capabilities & strategic campaigns.
• Motivate your database to call YOU!
• Management by report to increase profitability and efficiencies.
• Great recruiting tool for managers who want high quality production teams.

The Cost:

Client Relationship Management is a foundational tool. There is no negotiation if you want a relationship-based business. If you do not nurture relationships and incubate them with a sound database system, you will eventually find your clients going elsewhere. Your competitors are out there waiting!

We live in a society today that craves sincere attention. Everyone is looking to feel special and important. While price on the surface may seem to be the motivating factor on why a client will work with you, in the end this is not what will build your referral business. Solid relationships are the key to not only a successful practice, but more importantly a business that brings joy to yourself and those you touch through your personal and business life. Your impact matters. I would be honored to help you achieve maximum impact.

Bio: Cindy Douglas has over 20 years experience in the mortgage industry and has been working exclusively as a database consultant for mortgage professionals for the last 8+ years. She is certified as a consultant and trainer by ACT! Many of her clientele have been featured in the top 200 of Mortgage Originator magazine. Cindy has been an originator and has also managed the real estate lending operations of a large credit union for many years. She understands not only the need of the originators, but also the overall operations requirements and business flow for a mortgage company.

Request Customized Coaching - One 30 Minute Free Call with Cindy!