THE TOP MORTGAGE CRM

The Top Mortgage CRM Software Systems for Your Business

Hello Friends, welcome to our guide on the top mortgage Customer Relationship Management (CRM) software systems. With the increasing competition in the mortgage industry, keeping track of leads, managing customer relationships, and following up with clients is vital.

CRM software systems are an indispensable tool for mortgage professionals to streamline their workflow. They help track leads and provide personalized service to customers.

In this article, we will explore the top mortgage CRM software systems available in the market. We will review each software’s features and functionality to help you pick the right one for your business. So, let’s dive in!

What is Mortgage CRM Software?

Mortgage CRM software is a tool that streamlines mortgage professionals’ workflow. It helps manage customer data, track leads, and stay organized. It also helps automate tasks and provides insights into data.

CRM software keeps track of all customer interactions, including phone calls, emails, social media, and website visits. It provides a 360-degree view of the customer to help loan officers understand and cater to their needs better.

Benefits of Mortgage CRM Software

Mortgage CRM software comes with numerous benefits. Here are a few:

1. Better lead management: CRM software helps mortgage professionals identify and prioritize leads. It helps them manage leads from multiple sources and track their status.

2. Personalized service: With CRM software, mortgage professionals can provide personalized service to customers. It helps build stronger relationships with clients and increase customer satisfaction.

3. Automated tasks: CRM software automates tasks such as sending emails, scheduling appointments, and following up on leads. It saves time and ensures consistency in the workflow.

4. Data insights: CRM software provides insights into data such as lead conversion rates, deal volume, and revenue. It helps mortgage professionals make data-driven decisions and improve their performance.

Top Mortgage CRM Software Systems

1. Floify CRM

Floify CRM is a cloud-based software designed for mortgage professionals. It helps streamline the mortgage process, from application to closing. Floify CRM comes with a robust set of features, including lead capture forms, automated workflows, document management, and more.

2. Take Five Consulting CRM

Take Five Consulting CRM is a cloud-based software for the mortgage industry. It helps mortgage professionals improve their efficiency and productivity. Take Five Consulting CRM comes with features such as lead management, lead follow-up, and referral tracking.

3. Streak CRM

Streak CRM is a cloud-based CRM built for Gmail. It helps manage leads and deals directly from your inbox. Streak CRM comes with features such as email tracking, mail merge, and task management.

4. CRMDialer

CRMDialer is a cloud-based CRM designed specifically for mortgage sales. It comes with features such as lead generation, lead nurturing, and lead conversion. CRMDialer also provides real-time analytics and reporting.

5. BNTouch CRM

BNTouch CRM is a cloud-based software designed for mortgage professionals. It comes with features such as lead management, referral management, and loan processing. BNTouch CRM also provides marketing tools such as email campaigns and social media integration.

Floify CRM

Floify CRM is one of the top mortgage CRM software systems available in the market. It is a cloud-based software designed for mortgage professionals to streamline their workflow from application to closing.

Floify CRM comes with features such as lead capture forms, automated workflows, document management, and more. It helps mortgage professionals improve their efficiency and productivity by automating tasks such as sending reminders and following up on leads.

The software provides a user-friendly interface to manage leads, loan process, and customers. Floify CRM integrates with other mortgage software systems, making it easier to exchange data.

Floify CRM Features

Floify CRM comes with a robust set of features to help mortgage professionals streamline their workflow. Here are a few:

  1. Lead Capture Forms: Floify CRM provides customizable lead capture forms to capture leads from multiple sources.
  2. Automated Workflows: The software automates tasks such as sending reminders, following up on leads, and updating status.
  3. Document Management: Floify CRM provides document management tools to manage loan documents and borrower files.
  4. Team Collaboration: The software provides a platform for team collaboration and communication.
  5. Reporting and Analytics: Floify CRM provides real-time reporting and analytics to track deal performance.

Floify CRM Pricing

Floify CRM offers different pricing plans based on the number of users and features. The plans start at $59 per month and go up to $449 per month. The software also offers a 30-day free trial for new users.

Take Five Consulting CRM

Take Five Consulting CRM is another cloud-based software designed for the mortgage industry. The software helps mortgage professionals improve their efficiency and productivity by automating tasks such as lead management, follow-up, and referral tracking.

Take Five Consulting CRM provides a user-friendly interface that makes it easy for loan officers to manage leads and customers. The software integrates with other mortgage software systems, making it easier to exchange data.

Take Five Consulting CRM Features

Take Five Consulting CRM comes with a robust set of features to help mortgage professionals streamline their workflow. Here are a few:

  • Lead Management: The software provides lead management tools to manage leads from multiple sources.
  • Follow-Up: Take Five Consulting CRM automates follow-up tasks such as sending emails and reminders.
  • Referral Tracking: The software provides referral tracking tools to manage referrals and reward programs.
  • Reporting and Analytics: Take Five Consulting CRM provides real-time reporting and analytics to track deal performance.
  • Integrations: The software integrates with other mortgage software systems to exchange data.

Take Five Consulting CRM Pricing

Take Five Consulting CRM offers different pricing plans based on the number of users and features. The plans start at $49 per month and go up to $299 per month. The software also offers a 14-day free trial for new users.

Streak CRM

Streak CRM is a cloud-based CRM built for Gmail. It helps mortgage professionals manage leads and deals directly from their inbox. The software comes with features such as email tracking, mail merge, and task management.

Streak CRM provides a user-friendly interface that makes it easy to manage leads and customers. The software integrates with other mortgage software systems, making it easier to exchange data.

Streak CRM Features

Streak CRM comes with a robust set of features to help mortgage professionals streamline their workflow. Here are a few:

  • Email Tracking: The software provides email tracking tools to track open rates and link clicks.
  • Mail Merge: Streak CRM comes with mail merge tools to send personalized emails to multiple leads at once.
  • Task Management: The software provides task management tools to manage tasks and deadlines.
  • Reporting and Analytics: Streak CRM provides real-time reporting and analytics to track deal performance.
  • Integrations: The software integrates with other mortgage software systems to exchange data.

Streak CRM Pricing

Streak CRM offers different pricing plans based on the number of users and features. The plans start at $49 per month and go up to $129 per month. The software also offers a 14-day free trial for new users.

CRMDialer

CRMDialer is a cloud-based CRM designed specifically for mortgage sales. The software comes with features such as lead generation, lead nurturing, and lead conversion. CRMDialer also provides real-time analytics and reporting.

CRMDialer provides a user-friendly interface that makes it easy for mortgage professionals to manage leads, customers, and deals. The software integrates with other mortgage software systems, making it easier to exchange data.

CRMDialer Features

CRMDialer comes with a robust set of features to help mortgage professionals streamline their workflow. Here are a few:

  1. Lead Generation: The software provides lead generation tools to attract high-quality leads.
  2. Lead Nurturing: CRMDialer automates lead nurturing tasks such as sending emails and following up on leads.
  3. Lead Conversion: The software provides lead conversion tools to increase conversion rates.
  4. Reporting and Analytics: CRMDialer provides real-time reporting and analytics to track deal performance.
  5. Integrations: The software integrates with other mortgage software systems to exchange data.

CRMDialer Pricing

CRMDialer offers different pricing plans based on the number of users and features. The plans start at $149 per month and go up to $369 per month. The software also offers a 7-day free trial for new users.

BNTouch CRM

BNTouch CRM is a cloud-based software designed for mortgage professionals to streamline their workflow. The software comes with features such as lead management, referral management, and loan processing. BNTouch CRM also provides marketing tools such as email campaigns and social media integration.

BNTouch CRM provides a user-friendly interface that makes it easy for mortgage professionals to manage leads, customers, and deals. The software integrates with other mortgage software systems, making it easier to exchange data.

BNTouch CRM Features

BNTouch CRM comes with a robust set of features to help mortgage professionals streamline their workflow. Here are a few:

  • Lead Management: The software provides lead management tools to manage leads from multiple sources.
  • Referral Management: BNTouch CRM provides referral management tools to manage referrals and reward programs.
  • Loan Processing: The software provides loan processing tools to manage the loan process from start to finish.
  • Marketing Tools: BNTouch CRM provides marketing tools such as email campaigns and social media integration.
  • Reporting and Analytics: The software provides real-time reporting and analytics to track deal performance.

BNTouch CRM Pricing

BNTouch CRM offers different pricing plans based on the number of users and features. The plans start at $45 per user per month and go up to $139 per user per month. The software also offers a 14-day free trial for new users.

Conclusion

In conclusion, mortgage CRM software is a vital tool for mortgage professionals. It helps manage customer data, track leads, and automate tasks. It also provides insights into data, allowing loan officers to make data-driven decisions.

In this article, we reviewed the top mortgage CRM software systems available in the market. We explored each software’s features and functionality to help you pick the right one for your business.

Whether you’re looking for features such as lead management, referral tracking, or loan processing, there’s a CRM software system out there for you. So, take the time to explore your options, try out the free trials, and find the one that works best for your business.

Thank you for reading, we hope this guide helped you find the right mortgage CRM software system for your business. See you in another interesting article!

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