Let’s talk CRM

So, what is CRM all about?

CRM stands for “Customer Relationship Management” and this technology is the backbone of marketing for any organization. At a base level, CRM systems specialize in email marketing, but leading systems go far beyond just that. Mortgage specific CRMs assist with customer and loan data management and may include features such as SMS, flyer development, lead generation, co-branding, compliance and much more.

CRM Benefits

For Mortgage Professionals

Save More Time

Quickly analyze any aspect of your database without having to input data.

Automate Communication

Automatically send SMS communications or emails based on certain contact or loan triggers.

Nurture Your Database

Never let a past client feel forgotten about by setting tasks and follow up sequences.

Increase Your Conversion

Capture more leads with automated lead intake, targeted messages, and tracking analytics.

Stay on the pulse of CRM

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Mortgage Specific CRM Companies

AllClient CRM Mortgage
Anow
Big Purple Dot
BNTouch Mortgage CRM
Captaloans
Cimmaron Mortgage Manager
E-Closing
Effi
Encompass Digital Mortgage Solution
evalo Valuation Process Management
EyeOnMyLoan
Firepoint
iZone
Jungo: The Mortgage
AppLinxCRM
LoanPricer Mortgage Pricing Engine
MGIC Elements
MLO Shift
Mortgage Dashboard
Mortgage iQ CRM
MortgageMapp
Mortgage Quest
MyCRMDashboard
Nestablish
Omniac
 
Pulse Mortgage CRM
Revo Mortgage Collaboration
SimpleNexus Mortgage Platform
SmartRoom CRM
Snapdocs
Surefire CRM
Tabrasa
TRID Monitor
Unify CRM
Total Expert
FOR YOU

CRM Resources

  • eBooks
  • Whitepapers

Transform Loan Officer Mobility

Simply understanding that consumers are digitally engaged and mobile-forward demonstrates the importance of empowering loan officers with mobile solutions.

Whitepaper-choosing a right tech vendor@2x

Choosing the Right Technology Vendor

We go through the complete decision-making process when choosing the right technology vendors, helping you make the most of every step.

ON OUR BLOG

CRM Insights

Loan Officer Mobility

Josh Friend CEO | Insellerate Everything is going digital today— zoom parties, virtual happy hours, virtual open houses—which means that your team needs to be

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