CRM
The Customer Relationship Software (CRM) is an integral part of any mortgage lender’s technology stack. The CRM category is a collection of software companies that are focused on helping every type of mortgage lenders, including, loan officers, brokers, deposit banks, credit unions, and independent mortgage lenders.
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Shape Software is an all-in-one business management solution that offers a comprehensive CRM platform for mortgage lenders. It provides features like lead generation, email automation, built-in phone and text messaging, and a customer portal to enhance productivity and streamline operations for mortgage professionals.
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ICE Mortgage Technology's Surefire Mortgage CRM is an innovative platform that empowers mortgage lenders to streamline marketing efforts while enhancing customer relationships. With cutting-edge technology and robust features, it offers a comprehensive solution for managing customer interactions and driving business growth in the mortgage industry.
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Total Expert is a marketing and customer engagement platform designed for the financial services industry. It enables banks, lenders, and other financial institutions to create and execute personalized marketing campaigns, automate workflows, and empower loan officers to build strong customer relationships.
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Usherpa is a marketing automation platform tailored for mortgage and real estate professionals. It offers tools for lead generation, nurture campaigns, social media marketing, and client relationship management, enabling loan officers and agents to automate marketing efforts and build stronger customer relationships.
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Velma is an automated marketing platform for real estate professionals. It provides tools for lead generation, email marketing, client nurturing, and reporting, helping agents and brokers automate their marketing efforts and stay top-of-mind with leads and clients throughout the real estate process.
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Velocify, a part of ICE Mortgage Technology, is a sales automation and lead management platform designed for mortgage and other sales teams. It offers features like lead distribution, workflow automation, call tracking, and reporting, enabling sales teams to efficiently manage leads and increase conversion rates.
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Zoho is a suite of cloud-based business software that includes a CRM solution for managing sales, marketing, and customer support. It offers a range of features such as contact management, sales automation, email marketing, and analytics, allowing businesses to streamline their operations and improve customer relationships.
