Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A digital mortgage platform that seamlessly integrates an exceptional borrower journey with an automated lender process, significantly lowering overall loan expenses, enhancing transparency, and expediting the loan closing timeline. It empowers mortgage experts with data-driven technology, enabling them to finalize more loans while simultaneously decreasing origination costs. By elevating traditional back-office functions to the forefront, it minimizes risks and overall expenses. The platform encompasses all loan varieties, allowing users to quote rates, compare different loan products, disclose information, eSign documents, manage conditions, and much more, all in a fully digital environment alongside the customer. With a mobile-first design, consumers can swiftly submit applications, securely connect their data, provide necessary documentation, eSign disclosures, order appraisals, collaborate seamlessly, and receive real-time updates on their loan status, enhancing the entire mortgage experience. This comprehensive approach not only streamlines the process but also fosters a more informed and engaged consumer base throughout their mortgage journey.
Description
Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.
API Access
Has API
API Access
Has API
Integrations
Arch
Cimmaron Mortgage Manager
Docusign
Encompass
FormFree
Mercury Network
Velocify
Integrations
Arch
Cimmaron Mortgage Manager
Docusign
Encompass
FormFree
Mercury Network
Velocify
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cloudvirga
Founded
2016
Country
United States
Website
www.cloudvirga.com
Vendor Details
Company Name
Continuity Programs
Founded
1973
Country
United States
Website
www.continuityprograms.com/mortgage-financial-marketing/
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages