Sales

Sales Buyer's Guide
  • Skit.ai is a leading Conversational Voice AI solution provider for the accounts and receivables industry. Their AI-powered solution automates debt collection calls, enabling agencies to streamline revenue recovery and enhance customer experiences through intelligent and scalable consumer conversations.

  • Spring EQ is a mortgage fintech company specializing in home equity loans. They partner with lenders to provide efficient, digital solutions that offer flexible borrowing options to homeowners.

  • Stikkum is a mortgage retention alert and automation platform designed specifically for the mortgage industry. Their integrated services monitor customer activity, alerting lenders when borrowers are starting to connect with competitors, helping them retain valuable customers and boost business success.

  • 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.

  • TimeTap is an innovative appointment scheduling solution for mortgage lenders, streamlining the booking process through easy-to-use online tools. With automated reminders and customizable features, it boosts client satisfaction by simplifying coordination and ensuring smooth, seamless meetings and consultations.

  • 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.

  • TrustEngine delivers a secure and trustworthy sales enablement platform for mortgage professionals, aimed at building customer confidence and improving sales efficiency through advanced verification and engagement tools.

  • Twilio Flex offers customizable call center solutions, ideal for mortgage lenders. It provides the tools to create tailored communication experiences and integrate with existing systems for enhanced client interactions.

  • Uplist revolutionizes real estate transactions through its cutting-edge Mortgage Fintech as a Service platform, streamlining interactions among mortgage lenders, agents, builders, and homebuyers with innovative, real-time solutions that accelerate home sales and enhance customer relationships.

  • 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.

  • Vagaro is an all-encompassing scheduling tool perfect for mortgage lenders. Its intuitive interface simplifies booking, managing, and tracking appointments, facilitating smoother communication with clients. Additionally, it streamlines internal office schedules, enhancing operational efficiency for a better customer service experience.

  • 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.

  • 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.

  • YouCanBookMe is a free online scheduling tool that simplifies the booking process for mortgage professionals. With features like customizable notifications, availability management, and integrations with powerful services like Zoom and Google Meet, it streamlines appointment scheduling, ensuring a better booking experience for both professionals and customers.

  • 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.