NextWave CRM is a mortgage CRM platform that provides features like contact management, lead nurturing, email marketing, transaction management, and reporting. Developed for Retail, Consumer Direct and TPO/Wholesale lenders, it helps streamline business processes, manage client relationships, and drive growth.

Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, we are the only CRM marrying cutting-edge technology with personalized "white glove" service—crafting success through understanding, customization, and proactive support. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success.

Passport is a mobile platform that empowers consumers by providing unique insights into credit worthiness, and guiding them through their unique financial journey to meet their goals. Credit needs an overall. The current method is broken. Passport's comprehensive approach opens the doors for both lenders and consumers in a way the world has never seen.

Percy AI is an innovative company that empowers real estate agents and mortgage loan officers to enhance their connections with clients and drive more transactions. Their data-driven approach focuses on fostering borrower retention and providing tools for success to mortgage lenders, delivering impressive results and boosting ROI.

Pipedrive is a sales CRM and pipeline management platform that helps sales teams organize and streamline their activities to close more deals. It offers features such as contact management, deal tracking, email integration, and reporting.

Porch provides home services solutions by offering a range of services from finding top-rated home improvement professionals, moving checklists, insurance, and security solutions to home inspections, handyman services and more. They also provide cost guides for a variety of services in major US cities.

RADCRM offers an all-in-one real estate and mortgage SaaS platform. Designed exclusively for loan officers, it streamlines business operations and enhances realtor relationships. With powerful tools and features, it helps mortgage lenders double production and maximize potential through effective communication and automation.

Real Estate Connection is a nationwide realtor management company that acts as a bolt-on real estate brokerage for mortgage lenders. Their end-to-end software solution increases buyer retention through a panel of preferred realtors, ensuring seamless communication and enhanced borrower satisfaction.

REPAY is a mortgage lending technology provider that offers services such as loan origination, servicing, and collection via a suite of online and mobile tools. The platform streamlines the management of receivables for mortgage lenders, allowing them to focus on growing their businesses.

RetroRate, by Assumable Technologies Inc., revolutionizes real estate by enabling agents, buyers, and mortgage lenders to discover and market homes with assumable loans, enhancing affordability and inventory. A leading mortgage fintech service, it redefines home buying and selling dynamics.

RingCentral offers a comprehensive call center solution for mortgage lenders, enabling seamless customer interactions. Their platform combines communication tools, analytics, and automation to enhance efficiency and customer satisfaction.

Roam is a mortgage fintech company that helps homebuyers find mortgage lenders. They offer a service that enables potential buyers to assess how a 2% mortgage rate could significantly reduce their monthly payments, making homeownership more affordable. Start the process in just 2 minutes with no obligation.

Salesforce is a cloud-based CRM platform that caters to various industries and allows businesses to manage their sales, marketing, customer service, and more. It provides tools for automation, lead management, analytics, and collaboration to help organizations drive growth and improve customer relationships.

Seismic is a sales enablement and marketing orchestration platform that provides mortgage sales teams with personalized content management and automated client engagement tools, helping improve sales processes and content utilization for effective client meetings.

Senso.ai provides AI-driven insights helping mortgage lenders enhance borrower retention rates. Their platform transforms operational data into strategic advantages, streamlining communication and improving customer satisfaction through advanced analytics and targeted behavioral data utilization.

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.

Sharpsell introduces an AI-driven sales enablement platform tailored for mortgage sales professionals, enabling personalized client interactions and insights that drive sales efficiency and outcomes.

Showell offers a comprehensive sales enablement tool catered to the mortgage sector, focusing on easy access to up-to-date sales materials and presentations to empower sales meetings and client engagement.

Showpad, a sales enablement company, focuses on enabling mortgage sales teams with content management, training, and coaching tools. Their platform also provides sales enablement analytics to optimize sales strategies and enhance overall team performance.

SimplyBook.me is an efficient online booking system for mortgage lenders. It simplifies appointment management with real-time availability display and automated reminders. It synchronizes with Google and Outlook calendars, reducing scheduling conflicts, and enhancing client satisfaction and operational productivity.