Average Ratings 12 Ratings
Average Ratings 0 Ratings
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
Selltis CRM is a collaborative sales software developed specifically for industrial sales teams and their channel partners. This collaboration results in a range of industry-targeted features that are typically expensive to customize on other platforms, but are included as standard in Selltis. Enhance your business management by utilizing forward-thinking KPIs that allow for proactive decision-making. Customize dashboards to track essential metrics and easily assess both historical and current performance against set objectives. Improve transparency across your organization by seamlessly integrating with your ERP, email, marketing tools, and more. With just a single click, you can send quotes directly to your ERP, significantly reducing the need for repetitive data input. Enjoy the convenience of accessing your information in real time, any time, from any device through the cloud. Furthermore, you can control user access by restricting who can view, modify, or delete documents and utilize certain features. This level of customization and control ensures that your team works efficiently while maintaining data security.
API Access
Has API
No
API Access
Has API
No
Integrations
Encompass
No
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
Yes
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
Market Focus
Founded
1995
Country
United States
Website
www.emarketfocus.com
Vendor Details
Company Name
Selltis
Country
United States
Website
www.selltis.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
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No