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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ANALEC InsightsCRM redefines CRM for capital markets by combining domain expertise with powerful business intelligence and workflow automation. Purpose-built for investment banking, institutional asset management, research, and private equity, the platform transforms client data into actionable insights that enhance relationship management and decision-making. It provides a unified, 360° view of client interactions, removing information silos and creating operational discipline across teams. With superior UI/UX, firms achieve 90% user adoption rates and reduce data entry tasks by 65%, driving measurable efficiency gains. Integrated tools for email, telephony, virtual meetings, and smart contracting ensure frictionless collaboration across global teams. The customizable workflows adapt to each firm’s structure, ensuring compliance, confidentiality, and consistency in managing complex deals. Its application marketplace allows users to seamlessly connect third-party solutions and extend CRM capabilities without disrupting workflows. Backed by 24x5 dedicated support, ANALEC delivers a low total cost of ownership and rapid ROI for modern financial organizations.

Description

Lendware gives mortgage teams everything they need to grow — in one platform. Manage your pipeline, automate follow-ups, and convert more leads without the chaos of juggling multiple tools. Built for loan officers and enterprise leaders alike, Lendware's CRM keeps your team organized, your clients engaged, and your referral partners connected. Intelligent workflows handle the busywork so your producers can focus on closing. Lendware's marketing engine drives lead generation and client retention with automated campaigns, co-marketing tools, and a native Canva integration — all managed from one place. Go further with Lendware Predict: AI-powered propensity modeling that surfaces the contacts in your database most likely to purchase or refinance — so you reach the right people at the right time. One platform. Full visibility. Every team member, every conversation, every deal — in sync.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ARIVE No 
BoomTown No 
Encompass No 
Facebook No 
Gmail No 
HTML Yes 
LeadMailbox No 
LendingPad No 
Microsoft Outlook No 
OSE No 
Redfin No 
SimpleNexus Mortgage Platform No 
Trulia No 
Zapier No 
Zillow No 
leadpops No 
realtor.com No 

Integrations

ARIVE Yes 
BoomTown Yes 
Encompass Yes 
Facebook Yes 
Gmail Yes 
HTML No 
LeadMailbox Yes 
LendingPad Yes 
Microsoft Outlook Yes 
OSE Yes 
Redfin Yes 
SimpleNexus Mortgage Platform Yes 
Trulia Yes 
Zapier Yes 
Zillow Yes 
leadpops Yes 
realtor.com Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ANALEC

Founded

2003

Country

United States

Website

www.insightscrm.com

Vendor Details

Company Name

Lendware

Founded

2019

Country

United States

Website

lendware.ai/

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates Yes 
Interaction Tracking No 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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