Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your loan journey from initial contact to final approval, seamlessly connecting with your current LOS platforms such as Encompass and CALYX. Enhance your operational productivity by saving valuable time and accessing crucial information swiftly and in real-time. Solidify your market presence in a competitive landscape by utilizing tools that set you apart. Stay ahead of your rivals with user-friendly marketing resources. Gain insights into all your key performance indicators at the loan officer, branch, and company levels through daily, weekly, or monthly views. Enjoy straightforward setup and configuration to synchronize lead, loan, and partner information across systems like Encompass. Efficiently distribute leads according to business rules or current capacity. Oversee partner data, communications, and marketing campaigns effortlessly. Initiate and manage campaigns with intuitive templates and group functionalities. Effectively handle leads by monitoring their activities and updates in one centralized location. Automate status notifications for borrowers, realtors, and loan officers at each step of the loan process by utilizing a variety of triggers, ensuring everyone stays informed and engaged. By implementing these strategies, you can revolutionize your loan processing experience and drive better results for your organization.
Description
Tustena CRM represents the latest advancement in extended customer relationship management offered by the TeamSystem group. Since its market introduction in 2003, it has established itself as one of the most comprehensive and competitive CRM solutions available, benefiting from a foundation of Italian expertise, research, and know-how. Unlike the past, when competitive advantages were primarily derived from production systems, the current focus has shifted towards enhancing customer care and effectively managing business relationships and contacts. By integrating Tustena CRM into its suite of management tools, businesses can significantly enhance their customer oversight, minimize expenses, and boost profitability. The platform streamlines essential services and automations for customer base management and optimizes time and resource allocation. With Tustena CRM, tracking activities, organizing appointments, and overseeing email communications transforms into a collective effort, resulting in a remarkable decrease in the time spent searching for existing information within the company. This not only improves efficiency but also fosters a more organized approach to customer relationship management.
API Access
Has API
API Access
Has API
Integrations
Calyx Point
Encompass
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
Techniecode
Country
United States
Website
www.techniecode.com/mortgage-simplify
Vendor Details
Company Name
Digita
Website
www.teamsystem.com/media/files/1546_TustenaCRM_DEP_TSSDEP204-00.pdf
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
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