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features
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support

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Description

Establish a lead queue and rank them according to their current status for optimal follow-up management. Disposition leads using tailored parameters while seamlessly scheduling subsequent communications. Facilitate warm transfers to team members for enhanced collaboration. Share insights and work together with team members and referral partners on each lead to streamline the process. Boost lead conversion rates by automating communication, thereby connecting more partners with leads earlier in the sales journey. Simplify the loan closing process for borrowers with an automated experience that links to their financial accounts to pre-fill much of the 1003 form and required documentation. Personalize your workflows and set up automated follow-ups for both new leads and previous clients by implementing preset triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, utilize a comprehensive tablet application that features a sign-in sheet syncing with your CRM. Upload listing images and provide your visitors with a polished follow-up email that includes the listing details and your contact information, ensuring they have everything they need to reach out. This proactive approach not only enhances communication but also builds stronger relationships with potential clients.

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

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

Integrations

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

Pricing Details

No price information available.
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 Yes 
iPad App Yes 
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

Big Purple Dot

Country

United States

Website

www.bigpurpledot.com

Vendor Details

Company Name

Lendware

Founded

2019

Country

United States

Website

lendware.ai/

Product Features

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard No 
Email Marketing Yes 
Interaction Tracking No 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Sales Tracking

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

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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