Scroll below to learn more about innovation in the acquisition stage of the mortgage lifecycle.


CRMs for mortgage lenders come in all different shapes & sizes with a diverse set of features and at a widely varying price range. On top of the industry-specific mortgage software solutions, the mortgage and loan domain also uses universal CRMs for marketing, lead generation purposes, and vendor management.

Customer Experience

The customer experience is an individual’s start-to-finish perception of the lender and how they interact with clients.


Software integrations allow critical software solutions to “talk” to each other and interact.

Lead Generation

Lead generation is the act of bringing new prospects into the lender’s marketing ecosystem.

Propensity Modeling / Predictive Analysis

Propensity modeling and predictive analysis are methods of assessing what action a customer is likely to take based on available data.

Social Media

Maintaining a solid social media presence can benefit a mortgage lender in several ways. The key, however, is to make it sustainable and effective.