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Description
Establish a lead queue and rank them according to their current status for optimal follow-up management. Disposition leads using tailored parameters while seamlessly scheduling subsequent communications. Facilitate warm transfers to team members for enhanced collaboration. Share insights and work together with team members and referral partners on each lead to streamline the process. Boost lead conversion rates by automating communication, thereby connecting more partners with leads earlier in the sales journey. Simplify the loan closing process for borrowers with an automated experience that links to their financial accounts to pre-fill much of the 1003 form and required documentation. Personalize your workflows and set up automated follow-ups for both new leads and previous clients by implementing preset triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, utilize a comprehensive tablet application that features a sign-in sheet syncing with your CRM. Upload listing images and provide your visitors with a polished follow-up email that includes the listing details and your contact information, ensuring they have everything they need to reach out. This proactive approach not only enhances communication but also builds stronger relationships with potential clients.
Description
With Pulse Reminders, you can establish a system that allows you to set reminders and then focus on other priorities without worrying about missed tasks. This innovative tool eliminates the risk of overlooking important follow-ups with leads or previous borrowers, ensuring that nothing falls through the cracks. By implementing automated email and text alerts, Pulse helps you and your team efficiently manage leads, expedite loan closings, and nurture lasting relationships with former clients. Say goodbye to the anxiety of forgetfulness and hello to a more organized and productive workflow.
API Access
Has API
No
API Access
Has API
No
Integrations
LenderHomePage
Yes
Stackreaction
Yes
Zapier
Yes
Zillow
Yes
dotloop
Yes
Integrations
LenderHomePage
No
Stackreaction
No
Zapier
No
Zillow
No
dotloop
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$15 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
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
Big Purple Dot
Country
United States
Website
www.bigpurpledot.com
Vendor Details
Company Name
focusIT
Website
pulse.marketing/
Product Features
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
No
Email Marketing
Yes
Interaction Tracking
No
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
No
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
Yes
Email Templates
No
Interaction Tracking
No
Lead Management
Yes
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
Yes
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
Yes
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No