What is NETTRAKK?
NETTRAKK is a user-friendly portal designed to keep your clients informed about their mortgage balance, current home market value, and net equity. Equipped with intuitive calculators that update with each market evaluation and mortgage payment, it actively engages your clients by providing valuable insights they genuinely want to receive.
What if my lenders already provide my client with a portal?
If your clients become accustomed to using the lender’s portal, they may transition into being the lender’s clients, and you risk losing them permanently. NETTRAKK keeps track of the clients mortgage balance, but it also offers valuable insights that lender portals do not, including the current market value of their home and their equity within it, making this data more relevant and indispensable.
Who is eligible to create an account?
Mortgage Agents and Realtors in Canada can get access to NETTRAKK for their clients.
How do Realtors get access to NETTRAKK?
Realtors must be registered under a Mortgage Agent to gain access to NETTRAKK for their clients.
How many Realtors can I add to my account?
You can add an unlimited number of realtors to your account, and the monthly fee is split 50/50 for each realtor you add.
What is the benefit of working with Realtors in NETTRAKK?
While Mortgage Agents can’t view their Realtor partners' clients, Realtors’ clients can see the Mortgage Agent's information and reach out through NETTRAKK with the click of a button for assistance with refinances and pre-approvals. Mortgage Agents can expand their network exponentially by partnering with Realtors, allowing their clients to have access to the Mortgage Agents services directly.
Will my clients get a welcome email?
Once your database is uploaded, your clients will instantly receive a welcome email featuring your branding, informing them about their subscription to NETTRAKK. This email will outline all the benefits of the platform and encourage them to enroll. We recommend sending a pre-welcome email to let them know to expect the welcome message in their inbox. You can find a sample template in the resources tab at www.nettrakk.ca.
How do the custom emails work?
Every month, your clients receive a customizable email featuring your branding. This is a great opportunity to keep them informed about relevant topics while encouraging them to access their NETTRAKK Net Worth Summary, where they can calculate the current market value of their home and their net equity.
What types of calculators are available?
NETTRAKK features a range of intuitive calculators designed to help your clients save money. The refinance calculator offers multiple options, including fixed and variable rates with various amortization periods, enabling clients to explore opportunities for debt consolidation or purchasing a new or second home. Additionally, the pre-payment calculator illustrates how clients can reduce their interest costs and shorten their amortization period. NETTRAKK also provides detailed information on interest breakdowns over the current term and the amortization of their mortgage.
Can my clients contact me directly through NETTRAKK?
Absolutely! There are several calls to action that allow your clients to reach out to you in real time for additional information or assistance with refinances and pre-approvals. These requests come straight to your inbox with the simple click of a button.
Is NETTRAKK a CRM tool?
NETTRAKK is not a dedicated CRM tool, but it provides built-in features that help you manage and analyze your database effectively. You can categorize your database in various ways to identify opportunities for renewals, mid-term conversions, refinances, or early transfers. Additionally, you can always view your next 10 upcoming renewals, as well as the most recent interest in refinances.
How does NETTRAKK benefit my clients?
NETTRAKK benefits your clients by delivering valuable insights about their most significant asset: their homes. They can easily calculate the current market value of their property and assess their net equity. Additionally, clients will have access to their current mortgage details and a variety of intuitive calculators designed to help them build wealth through homeownership.
How do I get my database into NETTRAKK?
NETTRAKK offers a versatile template compatible with any platform you currently use for submissions. Simply download your CSV file, select your top 200 clients, and import the information into NETTRAKK.
What analytics does NETTRAKK capture?
NETTRAKK analytics monitor real-time client interactions, allowing you to see who is engaging with the platform, how often they are active, and what content they are exploring.
Is NETTRAKK easy to use?
Absolutely! NETTRAKK is a user-friendly, "set it and forget it" platform that is designed for simplicity, making it easy for both you and your clients to navigate.
How will NETTRAKK help me grow my business?
NETTRAKK will help you grow your business by keeping you top of mind, enhancing your conversion rates through repeat and referral business. Additionally, it offers a robust retention strategy to ensure that your clients choose you again.
Do I have to sign a contract?
There’s no contract required to use NETTRAKK, and you can cancel your account at any time.
Who owns my data?
You do. NETTRAKK is an independent platform for mortgage agents and realtors. If your personal contact details change, you can easily update your branding within NETTRAKK. Should you choose to stop using NETTRAKK, you can simply cancel your account.
