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WorkCenter Coaching

Look what a Mortgage Professional has to say after vForms designed his WorkCenter database and ran his very first email campaign:

"Holy Cow Randy! I am completely overwelmed right now. The emails going out through WorkCenter have my phone going nuts! I'm trying to get all the calls returned in a timely manner. I will be in touch."

Rich Fraser, Missouri

For assistance, please contact your Business Development Officer at 877.498.6888

Coaching Contracts and Database Design will be based on the needs of your company. Some subjects you might explore include:

-- System Setup & Getting Started
--LOS, Outlook & Database Clean-Up
--Importing Excel & External Data
--Using Custom Fields
--Reports, Custom Fields, Scripts & Auto-Populating Lists
--Creating & Using Library Documents
--Tracking Leads Cradle to Grave
--Action Plans
--WorkCenter Database Management Best Practices

 

WorkCenter coaching time can be purchased by the hour. Please contact vForms for pricing.

 
WORKCENTER WEBINARS

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NEWS FLASH!

Sam Collins-- Reverse Mortgage Specialist Teams Up With WorkCenter

Jonathan Klein: Divorce Planning Professional-- Generate New Business

Sue Woodard endorses WorkCenter CRM

Dave Hershman, OriginationPro, vForms Partner

WorkCenter declared a Five Star program

LoanToolbox: vSync Supports "Loan Process Logic"

Call a vForms Business Development Officer Today 877.498.6888

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