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Average Ratings 0 Ratings

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ease
features
design
support

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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

Volly streamlines the lending process and enhances marketing automation for banks and mortgage firms, including many of the top 20 lenders in the country. The platform not only offers state-of-the-art lending technology but also provides access to a team of expert marketers and branding professionals with deep knowledge of the mortgage sector. It seamlessly integrates with current lead management systems and CRM tools. The use of SPF, DKIM, DMARC, CAN-SPAM compliance, and reputation management ensures optimal email deliverability. A/B Testing facilitates the comparison of emails, web pages, or apps to gauge the most effective engagement strategies. Additionally, real-time notifications are sent to loan officers based on how recipients interact with emails. The platform also features dynamic content for emails and landing pages, ensuring that messaging is impactful and accessible across various channels. Furthermore, Volly offers tailored landing pages and email content that align with brand identity, enhancing customer connection and engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Sales Boomerang
Contact Center Compliance
Facebook
Finicity
Five9
Salesforce
Wufoo

Integrations

Sales Boomerang
Contact Center Compliance
Facebook
Finicity
Five9
Salesforce
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

CRMnow

Founded

2005

Country

Australia

Website

www.mortgageiqcrm.com

Vendor Details

Company Name

Volly

Founded

2019

Country

United States

Website

www.myvolly.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

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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