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Average Ratings 0 Ratings
Description
Identifee is an innovative, AI-driven platform designed specifically for financial institutions, integrating a wide array of functionalities such as CRM+, GenAI support, prospecting insights, automated workflows, business intelligence, learning management, sales support, and secure digital sales environments into a single cohesive toolset. The CRM+ feature enhances the management of customer relationships by overseeing accounts, notes, activities, and sales pipelines, while the GenAI assistant, known as “Ask IDA,” swiftly responds to inquiries, aids in meeting preparations, and evaluates competitor communications in mere seconds. With its prospecting tools, users gain valuable insights into target technology configurations, while the workflow functionalities provide up-to-the-minute visibility into both team and client interactions. Additionally, the business intelligence segment converts intricate datasets into practical insights through user-friendly dashboards and reports, and the sales enablement component facilitates the rapid production of client-ready documents complete with industry comparisons and informative videos, ensuring that financial professionals are equipped with the necessary resources to succeed. This powerful, all-in-one platform not only streamlines tasks but also enhances strategic decision-making across various facets of the financial sector.
Description
Lendware gives mortgage teams everything they need to grow — in one platform. Manage your pipeline, automate follow-ups, and convert more leads without the chaos of juggling multiple tools.
Built for loan officers and enterprise leaders alike, Lendware's CRM keeps your team organized, your clients engaged, and your referral partners connected. Intelligent workflows handle the busywork so your producers can focus on closing.
Lendware's marketing engine drives lead generation and client retention with automated campaigns, co-marketing tools, and a native Canva integration — all managed from one place.
Go further with Lendware Predict: AI-powered propensity modeling that surfaces the contacts in your database most likely to purchase or refinance — so you reach the right people at the right time.
One platform. Full visibility. Every team member, every conversation, every deal — in sync.
API Access
Has API
API Access
Has API
Integrations
ARIVE
BoomTown
Encompass
Facebook
Gmail
LeadMailbox
LendingPad
Microsoft Outlook
OSE
Redfin
Integrations
ARIVE
BoomTown
Encompass
Facebook
Gmail
LeadMailbox
LendingPad
Microsoft Outlook
OSE
Redfin
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
Identifee
Founded
2019
Country
United States
Website
identifee.com/platform
Vendor Details
Company Name
Lendware
Founded
2019
Country
United States
Website
lendware.ai/
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
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management