Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We develop cutting-edge software, data solutions, and analytics that connect lenders, brokers, and aggregators, allowing them to function in a compliant and effective manner while providing borrowers with greater certainty early in their mortgage journey. Our mortgage broker software delivers seamless solutions tailored for mortgage intermediaries, lenders, and business partners across the entire mortgage lifecycle. Additionally, our online product sourcing platform for mortgage brokers enhances operational efficiency and improves the mortgage experience for customers. Sourcing Brain is designed to be fast, user-friendly, and intuitive, offering a 30-day free trial for users to experience its benefits firsthand. Furthermore, Criteria Brain is an essential tool for tackling the increasing complexity of cases that consume valuable time and resources. By filling out just one form, users can access affordability calculators for various mortgage lenders and receive results in under a minute. Furthermore, you can digitally complete, submit, and manage applications with multiple lenders all from a single login, streamlining the entire process.
Description
Intuitive, intelligent, and comprehensive, Mortgage iQ elevates your business performance. Offering Mortgage CRM, Lead Management, and Marketing solutions for Retail, Wholesale/Correspondent, and Consumer Direct Lenders, we ensure your needs are fully met. Our robust CRM platform is designed with the capabilities necessary to support every department within your organization. By enhancing your operational efficiency, Mortgage iQ allows you to harness its advanced list management features to concentrate on the crucial relationships that drive success. Trust Mortgage iQ to guide your interactions; our dedicated team will help you set up targeted touchpoint campaigns or "tracks" for borrowers, transactions, Realtors, and other valuable partners in your network. With our intuitive Template Editor, you can easily create stunning templates for impactful communications, whether for drip campaigns, mass outreach, or one-off messages. The demand from leading originators is clear; shouldn’t you join them in leveraging Mortgage iQ? Experience the transformation that comes from utilizing a platform tailored for your success.
API Access
Has API
API Access
Has API
Integrations
Contact Center Compliance
Facebook
Five9
Sales Boomerang
Wufoo
Integrations
Contact Center Compliance
Facebook
Five9
Sales Boomerang
Wufoo
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
Mortgage Brain
Founded
1986
Country
United Kingdom
Website
mortgagebrain.com
Vendor Details
Company Name
CRMnow
Founded
2005
Country
Australia
Website
www.mortgageiqcrm.com
Product Features
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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management