Integrating RETR with Cerberus CRM is a seamless process. We've pre-mapped all available data fields in RETR to ensure a smooth connection. When Realtor or MLO data is imported into the system, the contacts are automatically assigned to their respective workflows. These workflows are designed to apply the appropriate tags, enabling precise and effective contact segmentation.

Building strong partnerships with Realtors is essential for Loan Officers because Realtors consistently engage with individuals buying or selling real estate, making them an invaluable referral source. While it is important to cultivate relationships with various business contacts, focusing intentionally on Realtors yields the greatest results. Our system streamlines this process by organizing partner contacts into five lifecycle stages: lead, prospect, appointment booked, appointment completed, and referred. These stages are based on real actions that signify commitment, giving you a clear view of where each partner stands in their journey. Contacts only move forward through the stages, ensuring you can strategically focus on progress without backtracking.

To further refine your efforts, Realtor contacts are grouped into three categories. The A-List includes Realtors who have referred leads within the past 90 days. The B-List features those who have met with you in the last 90 days but have not yet referred a client. The C-List consists of all other Realtors who fall outside these criteria. By prioritizing calls to the A-List, then the B-List, and finally the C-List, you can allocate your time and energy effectively. When engaging the C-List, focus on providing value propositions that encourage Realtors to schedule a meeting, which naturally transitions them to the B-List. One highly effective strategy for this outreach is inviting Realtors to webinars. These invitations make initiating contact easier, reduce call reluctance, and increase engagement. A percentage of those invited will attend the webinar, some will book one-on-one appointments, and others will convert into referring partners, creating a natural flow through the funnel.

This structured approach simplifies the Realtor sales funnel. At the top of the funnel, Realtors who haven’t referred or met with you in the past 90 days are engaged through educational content, email campaigns, and webinar invitations to provide value and spark interest. Once they book and complete an appointment, they move to the middle of the funnel, where personalized follow-ups and trust-building strategies convert interest into actual referrals. Realtors who actively refer within the last 90 days occupy the bottom of the funnel, where they receive ongoing support and appreciation to encourage continued collaboration. If referrals lapse, they return to the top of the funnel for re-engagement.

This system works because it keeps outreach focused and efficient while freeing up time for other impactful activities such as marketing directly to consumers through emails, social media, and advertising, engaging past clients for repeat business, and actively moving leads closer to closing. By following this simplified strategy and automating top-of-funnel outreach, you can build long-term Realtor partnerships that drive sustainable business growth.

One major issue among loan officers is the failure to establish their own brand, which begins with having an optimized website. Too often, they rely on basic landing pages that only display contact information and an “Apply Now” link. This approach neglects the reality that many potential clients are not ready to make a phone call or start a loan application immediately. To address this, it’s crucial to enable asynchronous communication, which significantly improves conversion rates.

Our CRM includes a complimentary, fully optimized 40+ page website designed to showcase your brand and drive conversions. This website offers multiple ways for potential clients to engage with you. Visitors can call your dedicated tracking number, book an appointment through the integrated calendar widget, or use the AI-powered chatbot to ask questions in real time. The site also includes dedicated loan product pages with gamified surveys that automatically funnel leads into the appropriate workflows, where AI-powered follow-up ensures effective lead conversion. These customizable websites also allow you to integrate tracking pixels for retargeting campaigns, enabling consistent marketing to people who interact with your business.

Advertising is a critical component of growing your business, and these websites make it seamless. Simply create an offer, run an ad, and direct traffic to the relevant page. This streamlined approach helps you build your brand, engage more effectively with potential clients, and maximize your marketing efforts.

Cerberus CRM’s database marketing tools empower mortgage professionals to consistently engage with their client base and referral networks. By leveraging AI-driven automation, users can send personalized messages, such as loan anniversary reminders, birthday greetings, or targeted marketing campaigns, based on segmented data. The platform allows mortgage professionals to deliver relevant content, whether they’re targeting potential refinance clients, first-time homebuyers, or past customers looking for investment opportunities. These tools ensure your database becomes an ongoing source of opportunities and referrals.

Cerberus CRM simplifies hosting and managing webinars for both consumer education and realtor collaboration. The system offers customizable registration pages, automated reminders, and seamless follow-up automation for both attendees and no-shows. With two webinar funnels—one targeting clients (e.g., first-time homebuyers) and another for referral partners (e.g., real estate agents)—you can create engaging events tailored to each audience. The co-marketing feature enables real estate agents to share unique registration links, generating leads for both the agent and the mortgage professional, further strengthening partnerships and increasing visibility.

The AI Lead Conversion system ensures rapid, tailored, and meaningful engagement with every lead. Whether it's for a purchase pipeline or a refinance pipeline, the AI crafts personalized responses based on the client’s specific data, such as location, loan type, credit score, and goals. This conversational AI asks relevant questions to build rapport, nurture leads, and guide them toward scheduling appointments. By combining speed-to-lead and authentic, highly specific messaging, Cerberus CRM boosts conversion rates and minimizes lead fall-off, creating a seamless transition from inquiry to action.

Cerberus CRM offers two distinct pipelines for streamlined opportunity management: one for purchase loans and another for refinance loans. These pipelines provide mortgage professionals with a clear, organized view of all active leads and their progress through the sales journey. Each pipeline is customized for the unique stages of purchase or refinance transactions, ensuring that workflows align with the client’s needs. The system automates updates for pipeline stages, enabling mortgage professionals to focus on high-priority leads, while analytics help track performance and key metrics for both purchase and refinance transactions.

Cerberus CRM integrates seamlessly with leading Loan Origination Systems (LOS), including Arrive and LendingPad, ensuring accurate, real-time data synchronization. The platform’s integration supports both purchase and refinance transactions, querying loan numbers to match and update the correct opportunity within the respective pipeline. Important fields, such as loan details, key milestones, transaction contaThings to Consider When Picking You...cts, Master Footerand property information, are automatically synced and updated. This ensures that all opportunities—whether purchase or refinance—are tracked accurately without the need for multipRECEIPTle pipelines, presTop HeaProgress boxdererving clean aMenu Sectionnalytics and simplifying performaCerCerberus Footerberus FooterncFast Action Bonuse tracking.Home Header