Leading CRM Mortgage Software
Having an effective mortgage CRM is a vital element for a loan officer and their support team. With this B2B/B2C software, all of your customers, prospects and business partners are arranged in one location. You need to have a system to grow your business and offer obtainable goals. Nowadays, there are numerous CRMs being created exclusively for mortgage professionals.
Gone is the era of using an organizer or spreadsheet for you contacts. These CRM solutions are changing the rules by providing a variety of elements soley focused towards relationship marketing.
Here’s a quick overview of the most popular tools in 2017.
Jungo
Jungo generates its application from Salesforce’s CRM to produce a mortgage-centric solution.
Key features include:
Automated marketing campaigns
Create custom workflows (tasks & reminders for yourself and staff)
Customize marketing campaigns based on loan scenario
Referral partner tracking, evaluation, and reporting
Integrations with email, social media, Mortgage Coach EDGE, and Google Apps
Hundreds of mortgage email templates
LoanEngage
The LoanEngage CRM, developed by Velocify, has the following functions included:
Automated email and milestone marketing
Automated borrower and partner communications – updates and notifications
Centralized dashboard with reporting functionality
Co-branded marketing with referral partners
Customized, visual loan scenario presentations
Intelligent workflow provides prioritized tasks and reminders
Rate monitoring
Top of Mind
Top of Mind’s Surefire CRM made its debut over ten years ago and has established itself as a great solution in the mortgage industry. Surefire offers its product with standard features, and an optional plan to add more features as you grow.
Top of Mind’s Surefire basic features include:
Automated email marketing
Co-branded marketing with referral partners
Contact monitoring and alerts
Group people into lists to send relevant material
Hundreds of email templates
Online 1003 loan application lead generator
Post-closing mail (add-on cost) and email campaigns
Videos sent automatically when loan milestones are reached,
(only if integrated into LOS)
Whiteboard
Whiteboard is said to have top producing loan officers offer their input into the development of the software. Whiteboard plans start at just $75 per user per month, which is significantly below Surefire.
Whiteboard’s features include:
Automated marketing utilizing The Mortgage Playbook™
Call prompts with proven and effective scripts
Customized forms for lead generation
Daily critical tasks produced from playbooks are delivered to dashboard
Solid reporting and analytics through the centralized dashboard
*Does not have LOS integration
There are countless CRMs out there that claim to be the best for the mortgage industry. Some we have may have not mentioned. This articles is about some of the most popular CRM programs.