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Braun Kamp posted an update 6 years, 4 months ago
Arguably more important than the system itself is the match with your office workflow and processes. Having a system that can be seamlessly integrated with your procedures can be a enormous benefit, and now there are several CRMs being designed especially to match the needs of mortgage pros.
Mortgage Marketing Crm
And while Floify isn’t itself a mortgage CRM, we know a thing or two about mortgage technology and how the different pieces must fit together to meet the needs of the mutual clients mortgage originators.
Gone are the days of a simple customer database. All these systems give the kind of contact management that a sophisticated mortgage office will need, almost as an afterthought.
These options are stepping their game up with a good deal of mortgage-specific advertising and sales automation juice which could make it possible for a mortgage to automate many common processes around things like trickle marketing, lead distribution, and reporting.
The Basic Principles Of Mortgage Crm System
For the mortgage lending industry, there are a number of available mortgage CRM systems that are either firmly entrenched or growing in popularity. .
Jungo has truly established itself as a force to be reckoned with at the market, particularly for anyone who have a large client base to handle.
The program builds on top of this widely-popular Salesforce CRM to offer the customizations craved by lenders. This means is that you’re actually utilizing Salesforce, but the accession of the Jungo Mortgage Program module layers that the mortgage-specific functionality, content, and workflows a LO would want/need on top of that robust platform. .
That implies that the base that Jungo is constructed upon is incredibly stable from both technical and business perspectives.
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Even the Salesforce CRM, and by extension Jungo, are extremely flexible and customizable. Its not always the easiest process and may be downright frustrating at times, but the foundation is there to construct just about anything you want from custom information fields to automated processes and coverage.
Jungo isn’t for the faint of heart. There’s
more info of functionality and customizations that need time and effort to configure and receive dialed-in.
BUT all of that electricity comes at a small cost.
Best Mortgage Crm Software
Jungos best fit is in the tech stack of a high producing loan officer or branch which has thousands of contacts, customers, and partners to handle.
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Along with the CRM functionality, MLO Shift utilizes Active Campaigns existing marketing automation programs and unites them with services such as the MLO Pages landing page strategy to make a potent marketing automation toolset. You may require a digital marketer in case you wished to truly optimize those attributes, BUT YOU COULD! .
Even without using those advanced capabilities, theres plenty in here to the loan originator to relish.
Like most programs, there are a few pieces of this puzzle that not everybody will agree with. For example, MLO Shift offers no more LOS integrations and also doesnt apologize for it (there’s an explanation for why they chose to go that route within their FAQ section). There isnt just as much emphasis put on post-close campaigns like in other programs, although workflow automations may be made for all these campaigns. .
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Among the more unique elements of MLO Alter is their pricing structure. There are not any contracts.
With that kind of pricing arrangement and innovative capabilities, it is possible to observe how a small-to-medium sized origination group would have the ability to make a great deal of extra value with MLO Shift, though one LO or team of 2 is going to be spending more per user compared with a few other alternatives. .
Shape Software combines the performance of a CRM with advertising and sales automation features to create a highly effective platform capable of operating multiple industries. Contrary to other industry-agnostic approaches, however, Shape transforms to some full-blown mortgage CRM by supplying their loan originator clients with specific operation that serves the mortgage industry.
