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
Processing with intention, you launched a brokerage to enjoy the autonomy of originating loans, but that autonomy shouldn't be tied to processing tasks. Leverage our expansive contract processing network and utilize our comprehensive mortgage broker software, allowing you to choose your ideal processor while we handle the rest! We proudly stand as the first contract processing network to offer a holistic digital platform. Our all-encompassing dashboard delivers essential insights crucial for the success of your brokerage. Designed as a service and technology solution for brokers, we ensure that borrowers receive the finest experience in the mortgage sector. Every mortgage loan originator should have access to key performance indicators that are vital for growing their origination efforts. With the wemlo dashboard, you gain entry to the same tools that top industry achievers consider essential for unlocking their full potential. Furthermore, our platform ensures that all communications, including phone calls, texts, emails, and messages, are clearly organized and displayed, enhancing transparency and efficiency. This level of integration not only streamlines processes but also empowers brokers to focus on what truly matters: serving their clients effectively.
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
CRMnow
Founded
2005
Country
Australia
Website
www.mortgageiqcrm.com
Vendor Details
Company Name
Wemlo
Country
United States
Website
www.wemlo.io
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
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application