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ease
features
design
support

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Description

Fieldnotes is unique in that it uses Ai to help you follow up with leads and turn them into opportunities. This Ai technology is perfect for you, whether you are working with your spheres of influence or looking to generate new leads.

Description

Combine a successful mortgage business development framework with innovative technology, and you create mloflo. It stands out as the sole mortgage CRM available that not only enhances operational efficiency but also provides clear guidance on actions to increase referrals and cultivate your professional network. Struggling to define and adhere to your business objectives? mloflo offers tailored, proven success targets. While having goals is essential, it’s equally important to know the daily actions needed to advance your business. We’ll equip you with actionable checklists and strategies that have proven effective for thousands of successful mortgage professionals. Additionally, you can monitor your business's performance against vital metrics live and in real-time, receiving insights into what strategies are effective and what your next steps should be. By utilizing mloflo, you can ensure continual growth and adaptation in an ever-evolving industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Facebook
Google
IDX
Zapier
Zillow
realtor.com

Integrations

Facebook
Google
IDX
Zapier
Zillow
realtor.com

Pricing Details

$65 per month
Free Trial
Free Version

Pricing Details

$69.99 per month
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

Fieldnotes AI

Founded

2015

Country

United States

Website

fieldnotes.ai

Vendor Details

Company Name

mloflo

Founded

2022

Country

United States

Website

mloflo.com

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

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

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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