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ease
features
design
support

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Description

The ACES audit packages designed for mortgage origination, servicing, and consumer lending effortlessly integrate ready-to-use reports with managed inquiries, showcasing ACES' exceptional functionality and adaptability. Throughout the loan lifecycle, from pre-funding to post-closing and servicing, mortgage lenders encounter numerous opportunities to assess the quality of their assets. With ACES Quality Management and Control, lenders gain access to a comprehensive platform that enables them to identify and rectify loan defects, meet compliance standards, and mitigate legal risks across their entire origination and servicing processes. Although larger risks can yield significant rewards, commercial lenders are acutely aware of how swiftly those gains can vanish due to loan defects or compliance issues. To safeguard these benefits, ACES Quality Management and Control equips commercial lenders with robust auditing and fraud detection tools, ensuring that quality and compliance are maintained throughout their loan portfolios. This holistic approach not only enhances operational efficiency but also cultivates greater trust among borrowers and investors alike.

Description

Intuitive, intelligent, and comprehensive, Mortgage iQ elevates your business performance. Offering Mortgage CRM, Lead Management, and Marketing solutions for Retail, Wholesale/Correspondent, and Consumer Direct Lenders, we ensure your needs are fully met. Our robust CRM platform is designed with the capabilities necessary to support every department within your organization. By enhancing your operational efficiency, Mortgage iQ allows you to harness its advanced list management features to concentrate on the crucial relationships that drive success. Trust Mortgage iQ to guide your interactions; our dedicated team will help you set up targeted touchpoint campaigns or "tracks" for borrowers, transactions, Realtors, and other valuable partners in your network. With our intuitive Template Editor, you can easily create stunning templates for impactful communications, whether for drip campaigns, mass outreach, or one-off messages. The demand from leading originators is clear; shouldn’t you join them in leveraging Mortgage iQ? Experience the transformation that comes from utilizing a platform tailored for your success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Contact Center Compliance
Facebook
Five9
Sales Boomerang
Wufoo

Integrations

Contact Center Compliance
Facebook
Five9
Sales Boomerang
Wufoo

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

ACES

Country

United States

Website

www.acesquality.com

Vendor Details

Company Name

CRMnow

Founded

2005

Country

Australia

Website

www.mortgageiqcrm.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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