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ease
features
design
support

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Description

Mortgage professionals aiming to enhance their lead management and conversion capabilities can benefit from MLO Shift, which operates on ActiveCampaign, a premier CRM and marketing automation platform utilized by more than 50,000 companies. Each account offers a generous allowance of 2,500 contacts and supports up to 25 users. By joining MLO Shift, you gain access to an extensive library of straightforward video courses designed to help you quickly leverage your investment and maximize your results. Create personalized landing pages effortlessly by either customizing an existing template or building one from scratch; these pages are designed to be fast, easily editable, and mobile-responsive, enabling you to execute campaigns and boost lead conversion effectively. With the ability to automatically consolidate all your leads into a single system, you can follow up instantly via email, text, and Slybroadcast voicemails, allowing you to dedicate more time to managing your business operations. Additionally, MLO Shift ensures that you can systematically track and follow up on your referrals, so you never lose sight of a lead and avoid the risk of them choosing a competitor. This comprehensive system empowers mortgage professionals to streamline their processes and significantly improve their overall efficiency.

Description

ProspectConverter is an innovative online software solution designed for intelligent lead routing and automation, empowering users to determine the destination of leads while providing insight into follow-up processes and conversion rates. This tool is ideal for brokers and teams looking to maximize their investments in leads rather than waste money on ineffective strategies. The foundation of profitability lies in converting a higher percentage of opportunities into revenue, as increasing your lead conversion rates is often more cost-effective than simply boosting the number of leads. Allowing leads to languish unanswered in an inbox translates to lost revenue opportunities. With three distinct service tiers and optional integrations for lead routing modules, ProspectConverter caters to the diverse needs of agents, teams, and brokers, from beginners to experienced CRM enthusiasts. Furthermore, this adaptable system ensures that you will never outgrow its capabilities. When clients entrust you with the relocation of their employees or referrals, you assume a significant responsibility beyond just managing another prospect; you are dedicated to fulfilling the expectations of a corporate client or a referring broker partner, emphasizing the importance of maintaining trust and delivering results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Gmail
Slybroadcast
VoiceDrop.ai

Integrations

ActiveCampaign
Gmail
Slybroadcast
VoiceDrop.ai

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$169.00/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

MLO Shift

Founded

2016

Country

United States

Website

www.mloshift.com

Vendor Details

Company Name

ProspectConverter

Country

United States

Website

prospectconverter.com

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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