Best CRM’s for the Mortgage & Loan Industry

Does a Mortgage Broker or MLO really need a CRM?  CRMs aren’t only about relationship management, they’re about starting off a client relationship on the right foot. For mortgage lenders, that often means being able to provide options for different mortgage programs with a reliable loan rate estimate. Tracking the rate estimates quoted to the client helps ensure continuity throughout the process, that estimates stay accurate and customers aren’t subject to any unexpected spikes. Credibility, after all, is the cornerstone of any good relationship, and sticking with the original estimates is important to building an Mortgage Loan Officer’s credibility.

Cimmaron Mortgage Manager

Cimmaron Mortgage Manager is a CRM, lead distribution, and automated mortgage marketing software solution created specifically for the loan industry. Mortgage Manager makes it easy and affordable to get organized, effectively reach out to new prospects, and keep in contact with existing clients and referral partners. There are no account setup fees. No long term contracts are required. Simply pay by the month on a per user basis. Pricing starts at $59 per user per month plus a $199 once off set up fee. For a comprehensive pricing breakdown please consult the website.

EyeonMyLoan

EyeonMyLoan is a software system created by Loan Mortgage Professionals for Loan Mortgage Professionals. This online loan software can help you keep your customers up to date on the status of their loan by helping you manage their communications and professional contacts. EyeonMyLoan also has several features to help you share documents involved in the loan process, even giving you the ability to customize a EyeOnMyLoan template to match your current website. 

MortgageKeeper CRM - eKeeper CRM Systems

MortgageKeeper CRM system by eKeeper, is a sales, compliance, and mortgage processing system designed for Morgtage Loan officers. The system is easily adapted to suit individual broker needs with straightforward expansion for additional users, providing an overview of the status of any mortgage application at any stage. The system takes advisers through logical steps with constant prompts and cross-checks for essential details. It also operates as a diary, automatically scheduling work for advisers and administrators. Useful features are built in to help manage the customer database more effectively and there is a comprehensive commission handling function.

Unify

Unify improves the overall quality, efficiency and experience of the customer engagement process. It provides the visibility, ease of use, consistency and controls that help improve customer acquisition, engagement and retention. The integration with the Loan Origination System provides vital information to the Loan Officer throughout the application process and the synchronization of data allows them to easily continue their communication with the customer throughout their mortgage life cycle. A variety of additional tools and services are provided within the platform to help originators grow their business, reduce their costs and become more efficient.

Velocify LoanEngage – Velocify

Velocify is a comprehensive lead management solution that is perfect for mortgage brokers. The company is focused on helping its customers convert leads into clients and automate their sales operations. Velocify monitors all lead generation and sales actions to further increase maximum conversion rates as well as ensure detailed and accurate revenue reports that can be customized in real-time. The management platform is integratable completely with Salesforce, gives you a free smart phone application for your field representatives and managers to monitor sales leads or activities, and is also integrated with a Dial-IQ system—giving your sales teams quick mobile access to new leads.

Need a CRM?

Do our free CRM

Needs Analysis Quiz

START HERE!

Capsule Fluid LogoBase LogoIntouch LogoOntraport LogoBigContacts LogoSalesOutlook LogoSalesNexus LogoInfusionSoft LogoFiitfu LogoBPMonline LogoCommence LogoGoldmine Logo

?

Centerbase Logo ACT LogoRelenta LogoDealerSocket LogoRSS LogoLaserpoint LogoSugar LogoUpside doen question markRadium Logo

Need a CRM?

Do our free CRM

Needs Analysis Quiz

START HERE!

Capsule LogoBase LogoIntouch LogoOntraport LogoBigContacts LogoSalesOutlook LogoSalesNexus LogoInfusionSoft LogoFiitfu LogoBPMonline LogoCommence LogoGoldmine Logo

?

Centerbase LogoACT LogoRelenta LogoDealerSocket LogoRSS LogoLaserpoint LogoSugar LogoUpside down question markRadium Logo

amoCRM

InfoFlo

Popular Reviews

BigContacts CRM Review

BigContacts CRM Review

Target Audience BigContacts is a web-based contact management system for companiesRead More
Relenta Review

Relenta Review

Relenta CRM Review SmallBizCRM highly recommends Relenta. While Relenta doesn't haveRead More
Capsule CRM Review

Capsule CRM Review

Capsule CRM Review “ Capsule does an amazing job of puttingRead More
InfusionSoft CRM Review

InfusionSoft CRM Review

SmallBizCRM Review Of InfusionSoft "Ultimately Infusionsoft is a powerful all-in-one solutionRead More

Popular Articles

When should you appoint a CRM Consultant

When should you appoint a CRM Consultant

Let’s presume that you are keeping customer, supplier and employeeRead More
Salesbox Interview

Salesbox Interview

Salesbox was started out of a frustration how bad mostRead More
3 Overlooked Ways SMBs Can Leverage Their Social CRM

3 Overlooked Ways SMBs Can Leverage Their Social CRM

Any good small to medium business (SMB) will invest inRead More
Smart Rules feature in Happyfox Help Desk Software

Smart Rules feature in Happyfox Help Desk Software

A comprehensive support system to control and manage customer queriesRead More