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Providing features such as inbuilt CRM, loan tracking, custom workflows, real-time reporting, document storage, campaign management, etc, LendingPad is more than just a loan origination system.
Share your thoughts in the comments section below. Save my name, email, and website in this browser for the next time I comment. Calyx PointCentral Calyx Software is a top provider of mortgage solutions for banks, brokers, and credit unions. Shape Mortgage CRM The mortgage CRM from Shape is a great option for brokers and it offers many attractive features that make it the go-to choice for many mortgage professionals.
Encompass Encompass is another loan origination and servicing platform trusted by thousands of mortgage brokers and lenders. Turnkey Lender Turnkey Lender is an award-winning cloud-based loan origination software for evaluating borrowers, assessing credit risks, and automating the loan process. LendingPad LendingPad is a robust web-based loan origination system for brokers, bankers, and financial institutions.
Share Article:. Mortgage brokers face other problems too. Did you know that many lenders still depend on analog processes and legacy systems to process mortgage applications? And this often leads to a slowdown in both data collection and loan approvals. So, it is worth mentioning that at a time when your consumers expect quicker, more streamlined, and more efficient digital lending experiences, conventional processes may no longer cut it.
There is no doubt that because of the recent technological innovation in nearly every industry, it has become essential to rethink customer relationship management and customer retention strategies. Enhancing customer services has become a backbone for any business, and the mortgage business is no exception. An essential part of running a successful and growing mortgage business is managing the various relationships that you have with your customers.
Keep in mind that this becomes much simpler and quicker when you have effective mortgage software at your disposal. Mortgage and loan origination software solutions effectively help loan officers, mortgage lenders, and mortgage brokers save time, comply with overwhelming regulations, increase efficiencies, and convert more. Mortgage software, also known as mortgage CRM Customer Relationship Management software, is designed and developed to help mortgage brokers and professionals better run their front-end operations.
CRM software is important for your mortgage business as it helps your firm store customer data in a centralized database that you can easily share among all the departments in your organization.
Mortgage software automates most of your laborious and time-consuming marketing tasks, like follow-ups with realtors, partners, closed clients, prospects, and leads.
Here are some ways your business can benefit from using mortgage software:. As a mortgage broker, it is important to keep all your contacts organized. You should also create proper activity logs and follow up on your prospects to get more business. A mortgage software solution can offer you all of these benefits. By using mortgage software, you will automatically stay connected with your clients while receiving all their information automatically. And that is not all; you can even track their interests and find new prospects.
A quick and short blurb on any advertisement or promotional flyer that contains your CRM text message number can instantly provide you with contact information to generate leads to start moving them through your sales process effectively and efficiently. And note that with SMS features, your mortgage software can then automatically send your clients automatic replies and updates or a link to more detailed information, such as your site or newsletter.
As a mortgage broker, you are usually taught that you just have to concentrate on prospecting if you would like to be successful in your business. When using a mortgage CRM, you can decrease the time invested in prospecting immensely, and you can utilize it for working on your other prospects. Did you know that by preparing a list of prospects according to specific demographics, the entire activity becomes effective and easier?
With effective prospecting, your chances of quality lead generation increase. You can also get additional information and even suggestions by leveraging the business analytic features in most mortgage software systems. You may have heard of Encompass. It is an excellent loan origination and servicing platform that thousands of mortgage brokers and lenders trust.
If not, please proceed to the login page:. Sign-Up Form Login Page. Used by 3 of the top 5 brokers in Canada. Integrations Mortgage-Specific Integrations Streamline your processes with our built in integrations. Post Close Drips As clients progress through the pipeline they are automatically sent emails with your company branding. Have an existing database? Never used a CRM before?
We have easy to follow online tools and offer monthly educational webinars to get you started. See Our Security and Privacy Policy.
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