MortgageCRM™ is unlike any software the mortgage industry has ever seen!
The advanced and patent pending technologies behind MortgageCRM not only have Loan Officers taking their business to new heights, it is giving them a whole new presence. MortgageCRM is a Web-based application that completely takes control of a loan officer or processor's day.
MULTI TASKING — The automation behind MortgageCRM allows users to complete multiple tasks within seconds. For example, our ordering center allows a user to order an appraisal from any appraiser via fax or e-mail. Once ordered, MortgageCRM can send out e-mail, fax, and phone alerts updating all parties involved, confirming the order. Each transaction automatically appears in the client's history. This feature not only saves time and eliminates errors, but literally separates our users from their competitors.
SALES TRACKING — Our sales tracking tools are simply unmatched by any CRM ever used in the mortgage business. Our pipeline management allows users to review their current pipeline, rate locks, loan conditions, and even outstanding and completed requests. Our lead tracking is so advanced you are virtually guaranteed to capture more leads than ever. A user can also view their past loans and access data in seconds, from anywhere.
RESOURCE CENTER — We have provided loan officers with tools the industry has never seen. We are the first to introduce our "Payoff Calculator". This tool can calculate a borrowers payoff, factoring in interest due and pre-payment penalty's. Calculating a new loan amount has never been easier! We also have a series of loan analyzers that will help eliminate a borrower's doubts. The Resource Center also includes many more tools designed to help you succeed, such as market monitoring, Fannie/Freddie/HUD forms and disclosures, and much more.

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