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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

You can either enter your contacts manually or import them from existing sources, allowing the CRM to automatically align fields, identify duplicates, and rectify incorrect information, which simplifies the onboarding process. Moreover, the platform offers the ability to standardize your sales approach through workflows, sales scripts, and email templates, while also providing visibility into your sales pipeline and forecasts, making it easy to distribute sales resources across your team. Additionally, you can send mass emails to as many as 5,000 recipients daily and up to 150,000 monthly, execute drip campaigns, and effortlessly track metrics like open rates, click-through rates, and bounce rates to evaluate how well your campaigns are performing. The system also allows for the organization of essential documents that can be used in various workflows or specific scenarios, including call scripts, HR documents, PDF contracts, marketing materials, Excel files, and PowerPoint presentations, while utilizing over 100 tagging codes to streamline document modifications and save time. This comprehensive approach not only enhances productivity but also ensures that all team members have easy access to the necessary resources for their tasks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

$59 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

UGRU

Founded

2011

Country

United States

Website

ugru.com

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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