Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline and expand your lending operations with our comprehensive CRM and loan management software, which provides a contemporary experience for borrowers through online and mobile-friendly portals, personalized workflows, and a completely paperless application process. By integrating our rapid and comprehensive application web forms directly onto your website, you can expedite submissions and ensure the efficient collection of necessary documents. Our platform facilitates real-time updates for all team members, including brokers, borrowers, and third parties, keeping everyone informed about the loan's progress. Built entirely on AWS, our solution adheres to SOC 2, ISO 27001, and PCI compliance standards, guaranteeing that your data and documents are encrypted, secured, and backed up for life. The customizable dashboard and pipeline enhance your workflow, while features like email marketing with drip campaigns, lead tagging, and tracking of referral sources empower your business. You can effortlessly assign leads and deals to loan officers or processors, and with LendingWise LOS software, you gain a versatile tool that is pre-configured for various loan types such as Fix & Flip, Rental, CRE Bridge/Perm, and SBA loans, with the option for further customization to meet your specific needs. This robust platform not only optimizes your lending process but also positions your business for sustained growth and success in the competitive market.
Description
OxyCRM is an AI-driven customer relationship management platform tailored for businesses in the UK that seek enhanced lead management, customer interaction, and predictive sales analytics. This system facilitates lead acquisition from various sources, including website inquiries, landing pages, live chat, social media, referrals, events, and emails, consolidating them into a single, unified platform. Leveraging generative AI technology, it provides capabilities such as advanced lead scoring that takes into account engagement levels, demographic information, and customer intent; automated follow-ups and reminders; and targeted email drip campaigns to effectively nurture leads while generating dynamic sales forecasts. Sales teams are empowered to personalize their workflows, allocate leads based on region, product category, or team, and collaborate by sharing notes and documents in real time while overseeing tasks like calls, emails, and meetings through a structured timeline for each lead. Users can also benefit from interactive dashboards that enable them to monitor pipeline values, conversion rates, team productivity, and return on investment by lead source, ensuring that they have a comprehensive view of their sales strategy and performance. With these features, OxyCRM positions itself as an invaluable tool for businesses looking to optimize their customer relationship management processes.
API Access
Has API
API Access
Has API
Integrations
Aloware
Amazon Web Services (AWS)
CoreLogic Claims Connect
Equifax B2B Marketing Compass
Experian Connect
HouseCanary
HubSpot CRM
HubSpot Customer Platform
Kinective Bridge
Matrix
Integrations
Aloware
Amazon Web Services (AWS)
CoreLogic Claims Connect
Equifax B2B Marketing Compass
Experian Connect
HouseCanary
HubSpot CRM
HubSpot Customer Platform
Kinective Bridge
Matrix
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
The LoanPost
Founded
2006
Country
United States
Website
www.lendingwise.com
Vendor Details
Company Name
OxyCloud
Founded
2025
Country
United Kingdom
Website
oxycloud.co.uk/OxyCRM.html
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
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