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

Big Purple Dot
BNTouch Mortgage CRM
Cimmaron Mortgage Manager
Encompass CRM
MLO Shift
Mortgage iQ CRM
Mortgage Quest by Market Focus
 Revo Mortgage Collaboration
ShapeIQ for Mortgage
Surefire CRM by Top of Mind
Total Expert
Unify CRM
Whiteboard CRM

CRM Resources

  • eBooks
  • Whitepapers

Increase Mortgage ROI By Elevating to a Customer Experience Platform

We talk about the advantages of a CRM. We then introduce the innovative Insellerate alternative, CEP.

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.


CRM Insights

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