Building Successful Client Relationships With Our CRM
Customer Relationship Management (CRM) For Mortgage Brokers
In
a contest held by our CRM (customer relationship management) provider, GoMax, we were awarded top honours for our approach towards building
successful relationships with our clients.
It all stems from the idea of a piggy bank, something that our company president, Arnold Molder, envisioned as a symbol that not only represents
savings but an on going discussion point on achieving debt free home ownership. 
Our clients at Tridac – The Mortgage Centre
know exactly what the connection to piggy banks is. If we're arranged
your mortgage then no doubt you've received one of our cute
little piggy banks as a ‘thank you’ gift after closing your mortgage.
The significance of the piggy bank runs deep in our family business as a
metaphor for savings and the building of equity in your home.
Piggy banks and cute closing gifts aside, the glue that binds together
any successful relationship business like our mortgage brokerage, is a
solid CRM. At our office we work with GoMax Solutions
for the tools and systems that allow us to provide the personalized
service that our clients have come to expect and enjoy from us.
If you're looking to have a professional arrange your mortgage we invite you to contact us. Whether you're a first time homebuyer, looking to refinance, or need private mortgage money, we're here to help you. Plus you'll get a piggy bank and the story to go with it!
