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.

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Meet Insellerate

Insellerate, the true mortgage CRM, helps lenders close more loans by increasing efficiency gains across sales, marketing, operations, and management.

Meet DailyAI

At Daily AI, we’re reimagining what’s possible for mortgage lenders. We’ve built a comprehensive, intelligent suite of solutions that empowers lenders to focus on their most important objectives: growing, selling, and working efficiently.

Meet Total Expert

Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern lenders. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth.

Mortgage Specific CRM Companies


CRM Resources


CRM Insights

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