Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Utilize our Personal CRM to identify individuals you're drifting away from. Let our AI handle the details so you can maintain connections with the people who are significant to you. Nat A.I. has developed an intelligent algorithm that evaluates your data to gauge your level of engagement with contacts. By analyzing the frequency and nature of your interactions, Nat can effectively assess your communication status. Custom Relationship To-do List. We generate a personalized relationship To-do list tailored to you, highlighting those you need to reconnect with, all driven by AI. Our technology scrutinizes your data to pinpoint who you may be losing touch with. A single glance is all it takes to determine your connection status. There’s no need for a complicated dashboard; our straightforward To-do system encourages you to reach out to your contacts directly. Quick and easy setup. In contrast to other relationship management tools, establishing a fully functional CRM with us takes under five minutes, thanks to our automation features. User-friendly experience. Forget about manual data entry or wasting time logging meetings and emails; we eliminate those tasks completely, allowing you to focus on what truly matters. You'll find it seamless to maintain relationships without the hassle of constant reminders.
API Access
Has API
API Access
Has API
Integrations
Contact Center Compliance
Facebook
Five9
Panacea
Sales Boomerang
Wufoo
Integrations
Contact Center Compliance
Facebook
Five9
Panacea
Sales Boomerang
Wufoo
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 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
CRMnow
Founded
2005
Country
Australia
Website
www.mortgageiqcrm.com
Vendor Details
Company Name
Nat
Founded
2019
Country
Switzerland
Website
nat.app
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
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