Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Welcome to a quicker and more streamlined loan experience. Point, the top loan origination system for mortgage brokers, efficiently manages the entire process from the first application right through to closing. Enjoy transparency with no unexpected fees or contracts required. Maintain uniformity by utilizing templates that help standardize borrower files, loan offerings, closing costs, and other essential elements. Collect, generate, and store pre-application information to assist in prequalifying potential borrowers. Enhance your connections with clients through marketing resources such as flyers for open houses, loan comparison tools, and pre-approval documentation. With over 200 integrated vendor partners, Point offers seamless access to services including credit reports, appraisals, asset verification, product pricing, eligibility checks, closing paperwork, and compliance assistance. A simple click establishes connections for you, enabling rapid data exchange with countless service providers, thus enhancing your operational efficiency. Embrace the future of mortgage processing with Point and watch your business thrive.

Description

CRM Software for Mortgage Professionals. Use a wide range of original marketing materials. Pre-built drip campaigns that are ready to use. Two monthly newsletters will help you reach out to clients and referral partners. Use two-way texts to communicate with your contacts. Cimmaron offers a wide range of ready-to-use eCards, from birthdays and milestones through to major holidays. Create and send videos with your eMail marketing. Marketing with co-branding made simple. Track and measure performance by using open rates, conversions, click-throughs etc. One user can manage marketing for an entire branch or organization. Integration with all major lead providers, predictive dialers and other tools. Create custom business rules for lead distribution. Automated lead delivery via notifications on your desktop or mobile app. Create shark tanks to automatically redistribute lead based on response times.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BNTouch Mortgage CRM
Calyx Point
Calyx PointCentral
Cimmaron Mortgage Manager
Cloudvirga
CompenSafe
Encompass
FirstClose
Jungo Mortgage CRM
Kinective Bridge
Loansifter
MORTGAGESIMPLIFY
Pre-Approve Me
QuickQual
Sales Boomerang
Shape Software
Surefire CRM
Unify CRM

Integrations

BNTouch Mortgage CRM
Calyx Point
Calyx PointCentral
Cimmaron Mortgage Manager
Cloudvirga
CompenSafe
Encompass
FirstClose
Jungo Mortgage CRM
Kinective Bridge
Loansifter
MORTGAGESIMPLIFY
Pre-Approve Me
QuickQual
Sales Boomerang
Shape Software
Surefire CRM
Unify CRM

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

Calyx Software

Founded

1998

Country

United States

Website

www.calyxsoftware.com

Vendor Details

Company Name

Cimmaron Software, Inc.

Founded

1999

Country

San Diego, CA, United States

Website

www.cimmaronsoftware.com

Product Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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

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

Alternatives

Mortgage Quest Reviews

Mortgage Quest

Market Focus
MyCRMDashboard Mortgage CRM Reviews

MyCRMDashboard Mortgage CRM

Continuity Programs
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Surefire CRM

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