Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The team at EyeOnMyLoan has been diligently enhancing and expanding the platform to ensure it remains the leading tool for loan status communication. We trust that you will appreciate the revamped design, the innovative features, and our renewed commitment to offering a distinctive email marketing solution. EyeOnMyLoan is an exceptional software crafted to help Mortgage Brokers and Loan Officers maximize their efficiency. With user-friendly functionalities such as email notifications, a centralized online hub for essential documents, and communication logs for all stakeholders, you'll be equipped to manage every aspect of the loan process effectively. Coupled with customization options for your site and email, this tool provides a marketing advantage that distinguishes you from competitors. Simplify your operations and elevate your business to new heights. Tailored packages are available to meet the specific needs of your business, and many users have expressed appreciation for the daily email updates that keep them informed. This product truly transforms the way you connect with clients and manage loans.
Description
Our automation solutions seamlessly connect with current record management systems, like the loan origination system (LOS), to facilitate data-driven workflows that enhance both loan processing speed and precision. By leveraging advanced marketing automation and engagement technologies, alongside multi-channel communication, we foster enduring relationships that lead to increased referrals, improved customer retention, and a higher volume of closed loans. Velma CRM is dedicated to cultivating robust connections for Loan Officers, which ultimately creates a continuous stream of repeat and referral business. With automated marketing campaigns, effective communication tactics, an intuitive user interface, and accessible marketing tools, maintaining customer loyalty becomes a straightforward task. Velma CRM excels in delivering top-notch marketing management and messaging while integrating smoothly into your existing business processes, ensuring that your operations run effortlessly. This comprehensive approach not only boosts efficiency but also empowers Loan Officers to focus on what they do best: building meaningful connections with clients.
API Access
Has API
No
API Access
Has API
No
Integrations
TrustEngine
No
Pricing Details
$34.99 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EyeOnMyLoan
Founded
2004
Country
United States
Website
www.eyeonmyloan.com
Vendor Details
Company Name
Velma
Founded
2006
Country
United States
Website
www.meetvelma.com
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
Yes
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
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
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No