I’ve found my home at Stockton, now lets find yours. For industry use only.
Closed Units 2023: 5,759
Closed Volume 2023: $1.36B
(Yes, thats a B.)
Customer Relationship Management Software
(It’s a mouthful to say but it’s a breeze to use.)
This CRM automatically receives information from Encompass allowing you to keep up with your customers and realtor partners throughout the loan process. Videos are sent out automatically as each new milestone is reached.
There is a lot of great content in this CRM:
• Open House Fliers
• Single Property Pages (click this link to check it out)
• A Library Full of Marketing Fliers, Social Media Posts and Emails
My Home
An app to help you communicate directly with your customers using the tools they already have in their pocket.
Borrowers and partners can securely send loan documents, receive updates via notifications, and even have access to a mortgage calculator. You can also quickly send a pre-qualified letter with a click of a button, any time, anywhere.
Borrower Intelligence
Never miss an opportunity to connect with your customer.
Credit Reporter, be there for your borrower at just the right time.
Currently, when someone is denied because of credit, you have to count on them to call you when their credit is better. Our Credit Reporter lets you know when your potential customers have fixed their credit, even sometimes before they know! The credit reporter will also alert you, within 24 hours of their inquiry, when anyone in your database is shopping for a mortgage. With this information you will know exactly who you should call that day!
Rate Look-Out, timing is everything.
Our rate look out allows you to pick the target rate for each potential or past customer and then watches the rates to let you know when that perfect moment arrives. Now you can give your customers more value by providing options to improve their financial solution!
Equity Examiner, the best news is good news.
This tool notifies you when your borrower has reached a predetermined amount of equity so you can give them the good news! Who knows, they may have financial concerns for which a cash-out refinance could be the solution!
Market Detective, if they list it then you should know.
Our market detective keeps up with your database and alerts you whenever they list their home, even if they list as for sale by owner. This knowledge gives you the opportunity to pre-qualify them, give them a second opinion on the best loan for them, or recommend a realtor, should their current one not work out.
Social Media
The multi-faceted, multi-platform, multi-media approach to marketing.
The Multi-faceted, multi-platform, multi-media approach to marketing.
We’ve got the tools and the know-how to keep you connected across social media platforms, and always up to date on trends and opportunities as they present themselves.
We’ve got the tools and the know-how to keep you connected across social media platforms, and always up to date on trends and opportunities as they present themselves.
Our Trade.
So much content in so little time.
Auto -Post Customer Reviews
An email is sent to your customer after closing requesting a review on your behalf. A response, based on their rating, is sent in your behalf. If the rating is positive, it can then be shared via social media- we can help you connect the professional pages that you manage!
Social Media & Blog Posts
Our in-house marketing team creates a broad assortment of social media content and blog posts to inspire, entertain, or educate your realtor partners and customers alike.
Marketing Campaigns
Marketing campaigns are the backbone of any company. How does a company grow without brand awareness? The short answer is that it doesn’t. Top-of-mind is where you want to be, we aim to get you to the top, then keep you there.
Video Marketing
We leverage both in-house and agency talent to create video marketing materials that range from calm to excited, from bold to reserved, to ensure that you have the content that speaks most clearly to your customer base.
Marketing Campaigns
Whether it’s traditional guides, fliers, postcards, and environmental advertising, or leading edge geofencing campaigns, Stockton has you covered.
Dance rough the Loan Process with Stockton Mortgage!
Realtors like you need loan originators who are as dedicated to your clients as you are. Stockton Mortgage offers a comprehensive range of loan options, from first-time homebuyer programs to financing for unique properties. Our experienced team works with you to ensure every transaction is seamless, helping you build stronger relationships and close more deals.
• Wide range of financing options
• Support for complex transactions
Quick and transparent communication Proven track record of success with realtors
Ready to elevate your real estate game?
Contact Stockton Mortgage today and see how we can help you dance through every transaction with ease.
Staying Top of Mind, Post-Closing
Custom mortgage statements featuring your information, so you remain top of mind with customers long after their loan has closed.
Custom marketing served up so fast, you’ll swear its automation.
(But its really just a quintet of overworked millennials, hyped up on energy drinks)
