The CRM Team allows our Real Estate Partners and Mortgage Loan Originator (MLO) to stay connected with their clients.

Southeast Mortgage’s proprietary CRM and Client Relationship Management Team (The CRM team) provides a no cost post closing marketing campaign that provides 100 points of post closing contact with our clients over a 5 year period.  Ensuring our client’s are informed is the key to a long lasting relationship.  

Participating Real Estate Partners are co-marketed with their MLO during the CRM cycle.  Day to day activities are handled by the CRM Team.

How? Clients will begin receiving correspondence in as little as 15 days after closing. It consists of personalized thank you notes, birthday cards, holiday cards and other relevant information to their transaction. Click here to view the CRM Portfolio. 

Review other marketing services provided by The CRM team.  Not only will Southeast Mortgage reliably and quickly close transactions in 8-days, but we will also educate our client’s on the mortgage industry and cultivate an enduring relationship. 

The Service our client’s deserve from a Company they can trust.