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Description
Receive daily alerts whenever customers in your database are looking for mortgages. Our periodic prescreen process will notify you when your client's credit score has improved and they meet your minimum credit requirements. Our predictive algorithm determines potential market candidates. Our system then produces and distributes a highly responsive, corporate-approved offer. Today's credit denials could be tomorrow's closings. You can monitor prospects with less than perfect credit for credit migration by simply providing their name and address. You will be notified when they make changes to their financial situation that elevates them above your credit threshold. Our pre-mover algorithm tracks the property address of your customer for events such as real estate listings and sales by owner postings. Pre-mover alerts will often trigger before an inquiry alert.
Description
MoverGrid CRM is a simple moving software platform built specifically for moving companies that want to manage operations without learning complicated business software. The platform brings customers, leads, jobs, crews, quotes, invoices, schedules, trucks, and equipment into one easy-to-use dashboard. MoverGrid CRM is designed around how movers actually work, with tools for local moves, residential moves, long-distance moves, commercial moves, office moves, and crew coordination. Its quoting and estimating features help teams generate detailed moving estimates quickly using room-based calculations, custom hourly rates, flat fees, truck costs, and distance rules. Approved quotes can be converted into scheduled jobs with one click, helping teams move from sales to operations without re-entering information. Scheduling and dispatch tools provide a visual calendar that helps prevent job conflicts, crew overlaps, equipment issues, and double-bookings. Smart lead tracking shows where inquiries come from so moving companies can understand which marketing channels are driving business. Branded quotes, instant confirmations, and organized job records help companies look more professional while reducing phone calls and confusion. MoverGrid CRM helps moving businesses reduce paperwork, quote faster, stay organized, and run more moves from one straightforward platform.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Surefire CRM
Pricing Details
$150 per month
Free Trial
Free Version
Pricing Details
$299/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
MonitorBase
Founded
2007
Country
United States
Website
www.monitorbase.com
Vendor Details
Company Name
MoverGrid CRM
Founded
2026
Country
United States
Website
crm.movergrid.com
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
Moving
Billing & Invoicing
Claims Management
Customer Management
Dispatch Management
Employee Management
Fleet Management
International Moves
Interstate Moves
Job Management
LTL / Shared Truckload
Lead Management
Local Moves
Military / GSA Moves
Quotes / Estimates
Storage Management
Work Order Management
Alternatives
Alternatives
No Alternatives