Best Mortgage CRM Software-A mortgage CRM is a tailored software that understands the intricacies of the mortgage industry, and its role is to simplify and streamline the daily duties of the loan officers.
CRM software helps to streamline the workflow by automating the sales, marketing, and customer service processes. But the best mortgage CRMs do more than that; they provide you with opportunities to identify new leads and increase your lead conversion rates.
They also come with advanced features such as email automation and team collaboration to ensure leads are not lost in the acquisition process. Here are the five best mortgage CRM softwares you’ll find on the market today.
1. Shape’s CRM
When it comes to the best mortgage CRM software, the mortgage CRM from Shape carries the Oscar. Lead generation and customer retention are the forte of this mortgage CRM.
The Shape has a lead generation feature that allows you to score and assign quality leads to your team instantly. It also comes equipped with lead amortization calculators that provide real-time payment data your prospects need to make a decision.
Other Shape features worth mentioning include:
- Automated email and text/SMS marketing
- Documents storage
- Multi-channel communication
- Mobile apps for Android and iOS
- Integrations with tools such as Zillow, MailChimp, e-signature solutions, etc.
- Team chat that facilitates communications among team members
The Shape mortgage also has a simple, user-friendly interface that allows you to perform many functions fast with the help of smart automation tools.
Just like Shape’s CRM, Jungo comes with automatic leads capture feature and seamlessly integrates with various tools your team need for daily operations.
Since Jungo is built on Salesforce platform, its subscription includes a Salesforce license. What this means is that with Jungo, you’re actually utilizing Salesforce, but the addition of the Jungo mortgage module provides mortgage specific functionalities and workflows that you and your team need. Its major features include:
- Lead capture from Trulia, Zillow, and Lending Tree
- Loan milestone emails
- Integration with LOS system, BombBomb, Mortgage Coach EDGE, etc.
- Customizable workflows
- Referral partner relationship tracking, analytics, and evaluation
- Automated email marketing campaigns
Jungo offers variable pricing but you get all the basic features for $99 per user per month.