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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Calyx Point
Cloudvirga
Encompass
PayPal
Sales Boomerang
Skrill
VoiceSpin

Integrations

Calyx Point
Cloudvirga
Encompass
PayPal
Sales Boomerang
Skrill
VoiceSpin

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

TradeCore

Founded

2013

Country

United Kingdom

Website

www.tradecore.com/brokeriq

Vendor Details

Company Name

Cimmaron Software, Inc.

Founded

1999

Country

San Diego, CA, United States

Website

www.cimmaronsoftware.com

Product Features

Financial CRM

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

Product Features

Financial CRM

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

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

Alternatives

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Mortgage Quest

Market Focus
MyCRMDashboard Mortgage CRM Reviews

MyCRMDashboard Mortgage CRM

Continuity Programs
MyCRMDashboard Mortgage CRM Reviews

MyCRMDashboard Mortgage CRM

Continuity Programs