Average Ratings 12 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options. There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.

Description

Salentica provides an impressive suite of features that can be tailored to meet diverse needs, alongside the capability of adding numerous additional options. We have streamlined repetitive tasks, conducted in-depth analyses, and integrated top-tier tools, resulting in a highly effective web-based financial CRM. Salentica enhances activation rates, improves campaign quality, and refines outreach efforts. By enabling targeted marketing, improved segmentation, the identification of personalized content opportunities, and comprehensive customer perspectives, it significantly boosts your marketing efficacy. Understanding if you are communicating effectively with clients can be challenging, but now you can respond to their inquiries in a more informed and credible manner. Our automation of workflows allows your CRM to take over routine tasks, minimizing errors and granting your team the freedom to concentrate on complex responsibilities that require human insight and creativity. In this way, Salentica not only enhances efficiency but also elevates the overall quality of client engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Encompass Yes 
Microsoft Dynamics 365 No 

Integrations

Encompass No 
Microsoft Dynamics 365 Yes 

Pricing Details

$45 per month
Includes weekly mortgage and real estate newsletter, holiday & birthday ecards, premade mortgage videos, and content library.
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 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 No 
Webinars Yes 
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

Market Focus

Founded

1995

Country

United States

Website

www.emarketfocus.com

Vendor Details

Company Name

SS&C Salentica

Founded

1986

Country

United States

Website

www.salentica.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans Yes 
Loan Origination No 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management Yes 
Residential Mortgages Yes 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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