Best Finance Software for TrustEngine

BNTouch Mortgage CRM offers a complete digital mortgage system, CRM, marketing, POS, and CRM that provides a platform for mortgage companies and loan officers to grow their business. These Features: - SMS and Email Marketing Automation - Lead Distribution and Management - 35+ Exclusive Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Materials - Customized video marketing - Curated Social media Content - Integrated with LOS Outlook, Zapier, Zapier, and Other - And Much More Call Us Today! Call Us Today!

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

To track costs, distributions, payments, and more, you can create on-demand reports. Why reinvent the wheel? Jungo gives you full access Salesforce®, AppExchange®, to save you time & money. Download Phone Burner, Docusign, and many other apps! You can customize mortgage documents and keep all client documents together in one secure place. Streamline your lead generation and loan management workflows to improve efficiency and productivity. Automate dynamic loan process updates for your partners and borrowers. You can send one-on-one and mass texts messages right from your Jungo account. You can create digital and printed marketing materials for your referees. Just one click and you can order branded cards and gifts for your clients. Jungo integrates seamlessly with your most powerful mortgage tools so you can manage all aspects of your business from one login. Jungo's LOS Sync simplifies the loan process and works with most popular LOS systems.

Homebot helps clients build wealth by generating repeat business and referrals for loan officers and real estate agents. Homebot makes you the trusted advisor that your clients can trust to make informed decisions about their largest asset, their home. Homebot provides personalized, actionable insights that are customized to your branding to help clients track and build wealth in their home. Homebot provides personalized, actionable insights that can be combined with your branding to help clients track and build wealth.

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

To win borrowers for the long-term, you need to know where your customers are at this point in their journey. Sales Boomerang provides information about borrower behavior to hundreds of the most successful lenders in all industries. Our SaaS platform automates qualified lead generation within your existing CRM and monetizes the data in your CRM. This tool transforms your mortgage lending company into a customer success powerhouse, putting your team in a good place at the right time. Sales Boomerang uses big data and machine learning to create automated alerts that loan officers receive about a mortgage inquiry, credit score rise, equity, and other life events. Sales Boomerang combines customer analytics and automation with borrower insight to ensure that your teams communicate with customers at the right touchpoints.

Our automation solutions integrate directly to existing systems of records, such the loan origination software (LOS), to enable data driven workflows and unmatched loan processing accuracy and efficiency. Multi-channel communication and state of the art marketing automation allow for more referrals, better retention and more closed loans. Velma CRM is focused on building strong relationships with the Loan Officer that result in a never-ending stream of repeat and referral business. It is easy to keep your customers happy with automated marketing campaigns, proven communication strategies and an intuitive user interface. Velma CRM integrates seamlessly into your business processes and provides high-quality marketing management and messaging.

It is not a good idea to work with the wrong vendor for your servicing software or loan origination. It is important to know that your vendor will lower risk, lower fees, and facilitate integration between systems. We know how frustrating it can be to choose from the many software options available. We believe that every lender should have the tools they need in order to succeed and serve their customers well. MortgageFlex was born out of this belief. We have been providing flexible solutions to banks for over 40 years. These include loan origination and servicing software that meets their needs, as well as lower service fees and zero data access fees.

Automated closing cost calculator that combines all the information you need to optimize your quotes and resources. Our products and services provide clarity for mortgage professionals, enable connectivity between all parties to the transaction, as well as help build a sustainable industry community. LodeStar provides a variety of compliance-driven products to title agents, banks, credit unions, and mortgage professionals. We make it easy to generate clear, accurate loan estimates, title fees, title premiums, municipal recording fees and transfer taxes. No matter your lending needs or where your clients live, we personalize our support and service. We ensure maximum integration so that your tools can seamlessly fit into your existing workflow. We guarantee all fees, including title fees and title insurance premiums, municipal recording fee, and transfer taxes.

To make your data work for your business, industry-leading integrations are available to deepen your relationships. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys-transforming engagement and building a better customer experience. Your sales and marketing activities will be enriched with data. These insights can be used to analyze performance and understand your ROI. Total Expert is a CRM and customer engagement platform that was specifically designed for banks. Total Expert partners have seen a 2.2x increase in bank growth. They have built deeper customer relationships, increased retention, and provided greater customer satisfaction through a hybrid digital and human approach.

The process of ordering and quoting critical settlement services required to originate and service loans can be simplified, taking out friction, cost and risk. A mortgage lender solution that integrates loan file data, transfer tax, recording information, service fees, and lender business rules and requirements in one seamless platform. Loan originators can get actual rates and fees in just one click. One portal that allows anyone involved in a residential loan transaction to order and receive real-estate services from multiple vendors. The integration data can be entered once to order six products in less that sixty seconds, significantly streamlining the ordering process for critical settlement services required to service and originate a loan.