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features
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support

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Description

Provide each member of your sales team with the appropriate level of visibility to foster accountability and maintain the integrity of pipeline data. Instantly boost productivity across the board with user-friendly pipeline displays, roll-up summaries, and status indicators for various opportunities. Built directly on the Salesforce Lightning Platform, this solution ensures robust data security, quick deployment, and smooth integration with existing business workflows. Effortlessly track the movement of deals in and out of your pipeline, encompassing new opportunities, successful closes, lost deals, and adjustments. Summary calculations illustrate the fluctuations in total value, alongside all relevant data that contributes to the overall outcome. Easily delve into each individual deal to examine their changes without navigating through multiple windows, tabs, or clicks. Implement visual indicators in conjunction with numerical data to assess pipeline risk based on deal factors such as quantity, value, status, and timing. Moreover, assessing key information for specific deals allows for a deeper understanding of the context surrounding each transaction, enabling you to identify potential issues swiftly. This comprehensive approach not only enhances decision-making but also strengthens your overall sales strategy.

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

BoomTown No 
Encompass No 
Facebook No 
Gmail No 
Honeywell Forge Yes 
LeadMailbox No 
LendingPad No 
Microsoft Outlook No 
OSE No 
Redfin No 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Salesforce Sales Dialer Yes 
SimpleNexus Mortgage Platform No 
Teamworks Yes 
Trulia No 
Virtalis Reach Yes 
Zillow No 
leadpops No 
realtor.com No 

Integrations

BoomTown Yes 
Encompass Yes 
Facebook Yes 
Gmail Yes 
Honeywell Forge No 
LeadMailbox Yes 
LendingPad Yes 
Microsoft Outlook Yes 
OSE Yes 
Redfin Yes 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Salesforce Sales Dialer No 
SimpleNexus Mortgage Platform Yes 
Teamworks No 
Trulia Yes 
Virtalis Reach No 
Zillow Yes 
leadpops Yes 
realtor.com Yes 

Pricing Details

$20 per month
Free Trial Yes 
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Akoonu

Country

United States

Website

www.akoonu.com

Vendor Details

Company Name

Lendware

Founded

2019

Country

United States

Website

lendware.ai/

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Sales Tracking

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