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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Keep a close eye on your sales performance to ensure you're progressing towards your goals. Customized features are designed specifically for your organization. With Apex 72’s engaging client interface, you can securely gather personal information from clients, leading to a distinctive and personalized experience. Managers can stay updated with APEX 72’s integrated dashboard and reporting tools. Enhance the client discovery process with our interactive, real-time fact-gathering application. Provide valuable support to sales team leaders through comprehensive activity, marketing, calendar, and process management insights. Achieve virtual transparency for your entire team, fostering collaboration and clarity. Remember, relying on efficient technology is crucial to concentrate on what truly matters in your business. Utilizing technology to boost sales productivity is vital for growth and remains a significant challenge for many organizations today. In the fast-paced world of business, staying ahead requires embracing such innovative solutions.

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 
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 
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 Yes 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Apex 72

Founded

2020

Country

United States

Website

apex72.io

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 

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring No 
Call Recording No 
Gamification No 
Goal Setting / Tracking No 
Learning Plans No 
Onboarding No 
Performance Metrics No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management 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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