With a successful piloting in Denver of its second platform of service, SharperAgent, a new online e-marketing company, has launched nationally its Mortgage Professional product line, which integrates customer relationship management (CRM) with database contact management and the creation and distribution of customized marketing materials.

“SharperAgent delivers the newest and fastest way, using a web-based program, for mortgage professionals to perform virtually all marketing tasks electronically at a low monthly cost,” said Brian Wildermuth, president, SharperAgent. “Marketing to the consumer is the mortgage broker's major goal, and the SharperAgent service is well positioned against the low-technology, plain text or preprinted collateral programs available in the marketplace. We provide a robust graphic presentation and the opportunity for mortgage brokers to use our services and create timely and professional materials to effectively reach customers and prospects on a regularly scheduled basis.”

First-time users to the site sharperagent.com upload their company logo, a personal photograph and other contact information and SharperAgent automatically adds these items to the professional's marketing pieces.

“We designed SharperAgent so that the mortgage professional, who has either little or no administrative support, can create and distribute marketing materials in five minutes or less. Whether the loan originator is a top producer or aspiring to become one, regular communication with clients and prospects is vital to sales growth and continued success,” Wildermuth noted.

Mortgage professionals can create personalized, full-color custom newsletters, marketing cards, greeting cards, loan promotion guides, sports schedules, tri-fold promotional brochures, rate sheets and reports. Also, mortgage professionals can access a Realtor Help section to create co-branded marketing materials for their Realtor customers including for sale flyers, prospecting materials, just-listed and just-sold and open house postcards. Once materials are created, the user selects a method of publication and distribution. For traditional mail delivery, each piece can be printed on a desktop printer, saved to a disk for local print shop publication or ordered directly from the SharperAgent site, which provides 24-hour turnaround with free overnight delivery. For Internet-based marketing, materials can be emailed or posted to the mortgage professionals website.

SharperAgent's database and contact management system features technology that allows mortgage professionals to schedule the delivery of marketing materials in advance. Pieces can be scheduled to go out individually or bundled to create ongoing marketing campaigns. SharperAgent has additional contact management features and functions that store client information, manage calendars, calculate mortgages, generate automatic reminders of important dates and appointments and deliver automatic notification when interest rates drop below the current rate held by a customer.

More than a basic program set-up, SharperAgent offers constantly updated marketing pieces, timely newsletter articles and content specific to the mortgage professional's geographic area. “In Colorado, for example, newsletter articles may discuss how to protect your home against approaching wildfires whereas in Florida topics might include methods of protection against termites or wood rot. Throughout the development of the SharperAgent services, we sought the input of loan originators and officers through focus groups and product testing so that SharperAgent would be extremely user-friendly, relevant and irreplaceable in