Aidium is a cutting-edge Mortgage CRM and Reporting Suite built to power enterprises while keeping loan officers at the forefront. Easily customizable for every producer, Aidium's CRM delivers unmatched flexibility, and their advanced reporting tools are designed to supercharge your revenue growth.

Bonzo is the best CRM platform for the modern loan officer. Bonzo simplifies follow-ups for loan officers with automated, personalized messaging that doesn't lose the human touch. Effortlessly manage conversations across text, email, video, and voice and turn more leads into appointments. Say goodbye to missed opportunities and hello to seamless, scalable relationship-building. Bonzo helps you win your time back and grow your business.

Since early 2013, Easy Mortgage Apps has been the leading digital mortgage platform for borrowers, loan officers, and real estate agents. The innovative, easy-to-integrate and deploy native mortgage app creates a true lending ecosystem, allowing for a transparent mortgage approval process from searching for homes to closing.

FinLocker is redefining mortgage fintech as a service by offering a robust financial wellness platform that helps consumers prepare for a mortgage. Through persona-based journeys, users are guided to overcome their financial challenges and advance toward homeownership. Lenders can use the FinLocker app to attract, educate, and nurture leads. The platform enables loan officers to manage a larger pipeline, and provides data-driven insights to know when your consumers meet the financial qualifications for a mortgage or refinance.

Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in Lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, SMS text messaging, email, direct mail and customer monitoring.

Milo transforms past clients into a repeat and referral goldmine for mortgage lenders. Its borrower retention system operates on autopilot, engaging clients monthly with interactive content and monitoring their online activity for indicators they're re-entering the market, enabling outreach at the precise moment they're needed.m

Misely is a loan option comparison and presentation platform that enables loan officers to provide a faster, more professional, and mobile-friendly loan selection experience. It offers flexibility for delivering a straightforward, high-level presentation or incorporating advanced charts that help clients make more informed financial decisions. The platform also fosters collaboration with financial planning partners.

4 in 5 mortgage customers go to a new lender for their next loan. MonitorBase is the leader in borrower retention technology in the mortgage industry.

MonitorBase specializes in borrower retention for mortgage lenders, banks, credit unions, and brokers. Their Borrower Retention System offers predictive scenarios and alerts to help lenders engage with borrowers effectively. With features like SoftPull instant credit checks and integrated CRM solutions, MonitorBase helps lenders retain customers and optimize their mortgage processes to maximize retention and minimize runoff costs.

Mortgage365 revolutionizes the mortgage process by providing Loan Officers with a single, streamlined workspace to manage loans from lead to close. Their platform integrates all the tools you need and use to complete loans from lead to close. Mortgage365 is built to enhance productivity, improve borrower engagement, and drive success.

Revaluate provides actionable insights creating more efficient and effective client acquisition. Revaluate segments lists and databases for marketers by propensity to move. The award winning third party validated accuracy is the best in the industry at identifying people who are likely to move in the next six months. Marketers use this refined and targeted data to greatly increase the efficiency of their campaigns.

teleVoice offers cloud software solutions for financial contact centers, enhancing customer interactions for banks, credit unions, and mortgage servicers. This ICE Mortgage MSP-connected mortgage servicing IVR saves valuable call center resources and boosts borrower satisfaction, embodying excellence from the MSP experts at teleVoice.

Zavvie, a leader in Mortgage Fintech as a Service, empowers mortgage lenders & loan officers with innovative alternative finance solutions supported by AI-powered technology. Their proprietary Cash Advantage program accelerates the buying process and boosts loan volume, offering unique advantages in the competitive mortgage landscape.

Aircall specializes in call center solutions, benefiting mortgage lenders with flexible call routing and analytics. Their platform optimizes communication, allowing lenders to serve clients effectively.

Allego specializes in sales enablement for the mortgage industry through a platform that enhances sales training and coaching with mobile, video, and peer learning strategies, making knowledge sharing effective and engaging.

Bee Mortgage App helps streamline the mortgage process with its intuitive platform. From loan applications to document collection, stay seamlessly integrated with your loan operating system. Increase engagement through automated push notifications and customize your client's experience.

Big Purple Dot is a real estate CRM and transaction management platform that helps agents and brokers streamline their business processes. It offers features such as contact management, lead generation tools, workflow automation, and transaction tracking to enhance productivity and organize real estate transactions effectively.

BNTouch is a mortgage CRM and marketing automation platform designed for lenders and mortgage professionals. It offers features for lead management, email marketing, customer relationship management, and business intelligence, helping mortgage professionals enhance customer relationships and drive business growth.

Calendly is a versatile appointment scheduling platform, ideal for mortgage lenders. It syncs with your calendar, eliminates back-and-forth emails, automates reminders, and allows clients to book appointments with ease. It simplifies scheduling and improves client relations, increasing efficiency for mortgage lenders.

Candid is a collaborative CRM software designed for professional services firms. It offers a centralized platform for managing client relationships, tracking projects, and streamlining communication within the organization. Candid aims to improve efficiency, productivity, and client satisfaction for service-based businesses.

CardTapp empowers loan officers with a personalized digital business card, enabling them to share their application link, contact information, social media links, and more. Increase visibility, generate leads, and stay connected with borrowers and realtors through the customizable mobile app.