MortgagePro

CRM System

JD

John Doe

NMLS #123456

MortgagePro CRM

Marketing

Manage campaigns, templates, and partner relationships

4

Active Campaigns

4,240

Total Sent

23.8%

Avg Open Rate

47

Total Conversions

Campaign NameTypeStatusSentOpen RateConversionsActions

December Rate Special

Created 2024-12-01

Email
Active

1,250

24.5%

18

First Time Buyer Guide

Created 2024-12-10

SMS
Scheduled

0

-

0

Refinance Opportunity Alert

Created 2024-11-15

Email
Completed

890

31.2%

24

Holiday Closing Schedule

Created 2024-12-05

Email
Active

2,100

18.7%

5