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Description

Receive daily alerts whenever customers in your database are looking for mortgages. Our periodic prescreen process will notify you when your client's credit score has improved and they meet your minimum credit requirements. Our predictive algorithm determines potential market candidates. Our system then produces and distributes a highly responsive, corporate-approved offer. Today's credit denials could be tomorrow's closings. You can monitor prospects with less than perfect credit for credit migration by simply providing their name and address. You will be notified when they make changes to their financial situation that elevates them above your credit threshold. Our pre-mover algorithm tracks the property address of your customer for events such as real estate listings and sales by owner postings. Pre-mover alerts will often trigger before an inquiry alert.

Description

Conversational messaging for Salesforce, Zoho, and other CRM-based messaging platforms can help you win more deals. Text messaging is the best way to respond to an inbound lead and foster an interactive conversation. Consumers are more likely to attend events and meetings if they are reminded. A seamless notification process is possible with CRM-driven automated SMS messaging. Omnichannel messaging allows your business to communicate with customers across all channels from the CRM. With a robust mobile app, you can work from anywhere. Our technology allows for tight CRM integration, routing, notifications, and keeps the conversation going. Conversational messaging can be used to increase engagement and build better relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bridge Legal
Bullhorn
Marketo
Salesforce
Salesforce Marketing Cloud Account Engagement
Surefire CRM
Talkdesk
Zoho CRM
Zoho Marketing Automation

Integrations

Bridge Legal
Bullhorn
Marketo
Salesforce
Salesforce Marketing Cloud Account Engagement
Surefire CRM
Talkdesk
Zoho CRM
Zoho Marketing Automation

Pricing Details

$150 per month
Free Trial
Free Version

Pricing Details

$50 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

MonitorBase

Founded

2007

Country

United States

Website

www.monitorbase.com

Vendor Details

Company Name

Screen-Magic Mobile Media Inc

Founded

2008

Country

United States

Website

www.sms-magic.com

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

Conversational AI

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

Conversational Marketing

Appointment Scheduling
Audience Segmentation
Chatbot
Email Automation
Group Messaging
Human Handover
Lead Distribution
Lead Qualification
Mobile Messaging
Multi-Channel Communication
Product Recommendations
Video Chat

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk 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

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

SMS Marketing

2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

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