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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Mortgage professionals aiming to enhance their lead management and conversion capabilities can benefit from MLO Shift, which operates on ActiveCampaign, a premier CRM and marketing automation platform utilized by more than 50,000 companies. Each account offers a generous allowance of 2,500 contacts and supports up to 25 users. By joining MLO Shift, you gain access to an extensive library of straightforward video courses designed to help you quickly leverage your investment and maximize your results. Create personalized landing pages effortlessly by either customizing an existing template or building one from scratch; these pages are designed to be fast, easily editable, and mobile-responsive, enabling you to execute campaigns and boost lead conversion effectively. With the ability to automatically consolidate all your leads into a single system, you can follow up instantly via email, text, and Slybroadcast voicemails, allowing you to dedicate more time to managing your business operations. Additionally, MLO Shift ensures that you can systematically track and follow up on your referrals, so you never lose sight of a lead and avoid the risk of them choosing a competitor. This comprehensive system empowers mortgage professionals to streamline their processes and significantly improve their overall efficiency.

Description

Every business is unique, and their systems should reflect that individuality. At Junari, our team collaborates closely with you to design customized solutions that save time, enhance efficiency, and drive tangible results. Utilizing the top-tier Odoo platform and our status as a certified partner, we are dedicated to continuous innovation, delivering software that evolves alongside your needs. We transform complicated processes into straightforward, user-friendly experiences. Relying on manual management across various platforms can be time-consuming, inefficient, and expensive, often resulting in lost opportunities. By adopting Junari's fully-integrated ERP system, you gain the ability to manage all aspects of your business from a single, cohesive platform, streamlining operations like never before. Experience the difference that tailored technology can make in your business operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Gmail Yes 
Slybroadcast Yes 
VoiceDrop Yes 

Integrations

ActiveCampaign No 
Gmail No 
Slybroadcast No 
VoiceDrop No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$115.96 per hour
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 No 
iPad App No 
Android App No 
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 Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

MLO Shift

Founded

2016

Country

United States

Website

www.mloshift.com

Vendor Details

Company Name

Junari

Founded

2006

Country

United Kingdom

Website

www.junari.com

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 No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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