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Average Ratings 12 Ratings

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support

Description

The upcoming trend in marketing? A reduction in traditional marketing efforts. By integrating AI-driven software with skilled content experts, we empower you to foster genuine connections within your network. Enhance referrals and encourage repeat business by maintaining regular communication with both clients and potential leads. Save valuable time and resources with proven email templates designed for effectiveness. Keep track of essential details and important dates for each contact, ensuring you never overlook a birthday again! Our platform allows for seamless importing from various sources. You can efficiently add significant facts and dates to remember, while also creating intuitive tags to organize your connections. We'll send you reminders to follow up with prospects, conduct account reviews with existing customers, or initiate renewal outreach based on a timeline you set. Our AI-driven software ensures accountability in your outreach efforts. Goodbye, spam folders! Unlike bulk emails sent through mass distribution services, Levitate ensures your emails go through standard email servers like Outlook and Gmail, arriving as personalized, one-on-one communications directly in recipients' inboxes, making every message feel special and tailored. As a result, you're not only enhancing your marketing strategy but also fostering a more engaged and loyal network.

Description

Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options. There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adwerx
Encompass
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Zillow
iHOUSEweb
realtor.com

Integrations

Adwerx
Encompass
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Zillow
iHOUSEweb
realtor.com

Pricing Details

$150 per month
Free Trial
Free Version

Pricing Details

$45 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

Real Magic

Country

United States

Website

levitate.ai

Vendor Details

Company Name

Market Focus

Founded

1995

Country

United States

Website

www.emarketfocus.com

Product Features

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

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

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