Alternatives to Surefire CRM

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Userlike is the leading software for customer messaging and support automation in Germany. The heart of this solution is the Message Center - a central inbox for all messaging channels such as website chat, WhatsApp, Facebook Messenger and more. From here, all messages can be processed with professional features such as message templates, live translations and file sharing. Userlike has a powerful website messenger that companies can integrate into their website. The live chat tool lets your customers choose to either have a conversation at that moment or continue it at a later time - just like their favorite messaging apps. For complex inquiries or product demos, the software gives agents the ability to switch from a chat to a browser-based video call with one click, which also allows for screen sharing. That way, companies can personally guide website visitors throughout the entire buyer journey and strengthen the customer relationship. Self learning chatbots with GTP-4 integration, smart FAQ pages and dynamic contact forms can be integrated via Userlikes AI Automation Hub to automate your customer support. The software is developed and hosted in Germany, making Userlike a GDPR-compliant customer communication solution

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

Designed with you in mind, the emfluence Marketing Platform offers an intuitive interface and powerful features to streamline your digital marketing efforts. Whether you're launching personalized campaigns, managing multiple brands, or crafting strategies, our platform empowers you to succeed with: Email Automation: Create automated workflows that nurture leads and drive conversions. Email Marketing: Design and easily send impactful email campaigns, featuring advanced personalization options like conditional content. Social Media Management: Schedule, publish, and monitor your social media posts from one place. SMS Marketing: Engage your audience with timely and relevant SMS campaigns. Landing Pages: Create high-converting landing pages to capture leads. Automated Reporting: Understand the impact of your marketing campaigns by leveraging custom reports and analytics across channels, assets, people, and places. Website Tracking: Track visitor interactions on your website to optimize marketing strategies. Lead Scoring: Prioritize leads based on their engagement and interactions. Marketing Calendar: Plan, schedule, and manage your marketing campaigns in a centralized calendar.

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!

User.com is a full-stack software for marketing automation. It allows you to communicate with customers and manage your relationships. User.com is one platform that offers many features. It provides you with robust tools for sales, marketing, and support. You can use the different features to communicate with your customers consistently across a variety channels such as email marketing, mobile push, SMS messaging and call centers. This will make every visitor happy. You can see every piece of data and measure it all with all activities organized in one place. This can be customized to show only the essential metrics you choose to make it easy to take action. Are you ready to try it? Register now for a free trial at User.com -

Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. With Mortgage Automator, you can simplify your lending operations and focus on driving growth.

Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options. There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we deliver the performance and guidance to build strong connections and generate powerful results.

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 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.

CRM Software for Mortgage Professionals. Use a wide range of original marketing materials. Pre-built drip campaigns that are ready to use. Two monthly newsletters will help you reach out to clients and referral partners. Use two-way texts to communicate with your contacts. Cimmaron offers a wide range of ready-to-use eCards, from birthdays and milestones through to major holidays. Create and send videos with your eMail marketing. Marketing with co-branding made simple. Track and measure performance by using open rates, conversions, click-throughs etc. One user can manage marketing for an entire branch or organization. Integration with all major lead providers, predictive dialers and other tools. Create custom business rules for lead distribution. Automated lead delivery via notifications on your desktop or mobile app. Create shark tanks to automatically redistribute lead based on response times.

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.

Your business' contact and customer information is key to sales, marketing and support activities. Marketing automation can help you increase your business engagement, from awareness to purchasing to advocacy. Team collaboration is key to improving efficiency and business velocity. Face-to-face video conferencing can help you overcome the barriers of distance and increase your sales, marketing, support and business activities.

Marketo Engage is part of Adobe Experience Cloud and is a complete solution that allows B2B marketers to manage leads and transform customer experiences through engaging with customers at every stage of complex buying journeys. Marketo Engage supports both account-based and demand-based marketing strategies. It combines sales and marketing to create personalized experiences, optimize content and measure business impact across all channels, from acquisition to advocacy. Rich behavioral data, built in intelligence, and sophisticated flow flows can be used to identify, engage, & accelerate your best opportunities. To deliver consistent and relevant experiences every time, you can use A/B testing, predictive content, and personalization. Reach buyers and prospects across all channels, including email, display and mobile, social media, search and offline. Deliver timely and engaging experiences. Optimize your marketing impact by understanding, proving, and optimizing it.

Meet the easiest residential mortgage CRM software. The key to growing your mortgage company. MyCRMDashboard allows you to offer more services per household. It integrates seamlessly with the most powerful mortgage marketing campaigns, allowing you to follow up with your contacts easily. Automated campaigns can be made easier with the mortgage CRM's easy-to-use interface. It generates mortgage leads, referrals, testimonials, and other information for loan officers. Three times more repeat business will be generated and you will receive five percent more referrals. You'll retain your customers for life while monitoring and measuring customer satisfaction. This is where it all comes together. This cloud-based, intuitive mortgage CRM allows Loan Officers to keep track of their database and automatically generate leads. You can easily record your activities and schedule follow-up actions immediately so that you don't miss a potential lead.

Heyday's Conversational AI platform is for retailers. It combines the power and human touch of AI to deliver 5-star customer experiences. An online sales assistant that never sleeps can capture, engage, and convert leads. Heyday personalizes your website's customer experiences by connecting to your product catalogue to provide tailored search results and recommendations. Your associates are only contacted when customers are ready for purchase. AI powers Heyday to create the ultimate personal shopper experience. Are you overwhelmed by repetitive customer service inquiries? Heyday's powerful Conversational Ai technology eliminates repetitive customer service requests and saves your team time. This allows them to focus on customer conversations with higher value and our chatbot takes care the rest.

It's not easy to deliver social customer service and marketing content that is memorable with so many channels and the public watching. What if you could simplify your tech stack and use one platform to manage all your digital conversations? You can now. The Orlo platform allows you to concentrate on what really matters: providing great customer experiences. It takes only a few hours to get your account set up. The Orlo Inbox combines all your digital conversations and empowers you and your team, so you can support your customers when they need you. You can seamlessly deliver the best service, regardless of whether you interact via social media, WhatsApp, WhatsApp, or SMS. Orlo's marketing software makes it easier to engage your audience. Our integrated live chat solution allows you to support your customers in the most important moments.

Automate your LinkedIn profile searches and imports to simplify prospecting. The first step in any business is to find and engage with the right people. Without proper automation, browsing social networks can be frustrating and time-consuming. In just one click, import in FULL (not just Name, Role) hundreds, if not thousands, of potential leads. LinkedIn will not track you and allow you to do more than regular users. You can view a profile and import it into your Jobin repository by simply enabling Auto Import. You can seamlessly merge everything, so you don't end up with duplicates. LinkedIn profiles are full of useful information. However, they don't always have all the answers. Emails, phone numbers and other social media profiles are often kept private or not mentioned.

You can instantly join, increase conversions, and expand wallet share. Deliver the digital experiences that your customers expect. Our white-labeled solution offers digital account opening, loan origination and cross selling. It integrates with your core banking system. Rapidly rollout charitable financial experiences that increase member engagement, and unlock referrals. Transform your digital user experience and not your back-office systems and processes. Community banks can now open accounts and lend out loans. Pre-fill customer information to apply for additional products.

GoDaddy Digital Marketing Suite provides all the tools your small business needs to stay connected with your customers beyond your website. All your social media, reviews, ads, emails, and emails can be managed from one dashboard. Create social media ads and posts with professionally-designed GoDaddy Studio custom templates, images and themes that attract customers. Marketing Planner will notify you about 200+ upcoming events that can help you engage more customers. Use templates to create custom-made content for social media and email. To reinforce your brand, target customers with social content and easy to create emails. Your site should be Google-ready in order to help customers find you business. These are real numbers that show how GoDaddy Digital Marketing Suite can help your business. Running ads on Facebook or Instagram can increase website traffic by more than 6x. 50x more engagement when you boost posts on Facebook

Lendesk provides mortgage professionals with an end-to-end digital mortgage solution. It is the best in the industry. Lender Spotlight provides the most comprehensive and accurate database of rates, policies and information for the efficient mortgage broker. Finmo, a digital platform for mortgage brokers, makes Lender Spotlight most efficient. Finmo users can access Platinum Lender Spotlight. Lender Spotlight and Finmo are integrated to create a more efficient digital mortgage experience. The Lender Spotlight integration allows you to be recommended specific lenders when you are working on your deal in Finmo. You can also view specific lender policies before submitting.

Aidium is a powerful CRM tool that helps mortgage professionals streamline their processes, increase their ROI and scale operations. Aidium's Lead Conversion Software will help you streamline your loan origination with its ability to nurture leads, increase the number of successful mortgage deals, and convert more leads. Aidium's Mortgage Automation CRM automates your processes and improves client relationships. It also improves lead conversion through intelligent workflows, data-driven strategy, and data-driven workflows. Aidium's Marketing Software includes a comprehensive set of tools to maximize lead generation, improve client engagement and grow your loan portfolio. You can share your pipeline with your team and have them follow up on leads as needed. Do you have multiple team members contacting prospects? You can now see all their activity in a single, easy-to-use location.

Constellation Mortgage Solutions' NOVA is a highly configurable, multi-browser-based, cloud-hosted, residential loan origination solution designed to be managed by mortgage operations, not developers or IT. NOVA is a multi-channel solution that supports lenders with a digital point of sales (POS) solution fully integrated into the Origination, Processing, Underwriting, Closing, and Post-Closing modules.

Khoros allows you to connect with your customers right from the moment that you make your first offer, through the moment of sale and beyond. We are here to help you stay connected with your customers via any channel. We have built an AI-powered digital engagement platform that you can trust, regardless of your greatest success or worst crisis. Khoros offers enterprise workflows that can handle high volumes, complex deployments, brand protection, and security needs for the top brands. All this is backed up by an award-winning service team that is committed to your success. We are more than just a technology vendor. Khoros' award winning services, coaching, and industry knowledge make us the perfect partner for your long-term success.

Sendlane allows B2C and B2B businesses to track their customers, personalize them, and automate their journeys. We offer a complete suite to help you increase your ROI and maximize customer LTV.

Maxwell is the one partner who can provide everything that a local lender requires to run a profitable business in the mortgage industry, from the point of sale to fulfillment to the secondary market. Our team is made up of mortgage veterans and technologists, who are dedicated to building the next-generation of mortgage solutions that will help local lenders improve their team's efficiency while providing an optimized borrower experience.

You will see immediate savings and operational improvements with Encompass®, by ICE Mortgage Technology. Lenders of all sizes trust the Encompass Loan Origination System to help them in originating more loans, reduce costs, speed up closings, and make better business decisions. ICE Mortgage Technology continues to be ahead of the curve when it comes to the new URLA. We provide comprehensive support throughout the entire digital lending platform, including point-of-sale, origination, closing, and delivery to secondary markets. This holistic approach ensures Encompass lenders have everything they need to run their business without interruption. To access the most current information, including webinars and readiness guides, make sure you visit our URLA Readiness Page.

Lender is an innovative mortgage platform that streamlines and simplifies the loan origination process. It is designed for brokers, lenders and borrowers. Lender is a cutting-edge mortgage platform that combines AI, real-time integration of pricing, and automation to provide a seamless solution for Loan Origination Systems, Point of Sale, and Customer Relationship Management tools. Lender's automation, elimination of manual data entry and transparency increase operational efficiency, reduce errors and accelerate loan processing. Through integration with Loan Sifter it gives brokers real-time access competitive loan pricing, ensuring that borrowers get the best rates instantly. Lender's focus on compliance and user experience, as well as scalability allows mortgage professionals manage high volumes easily, deliver exceptional customer service, and scale their business.

The only platform that enables all digital customer experiences. Built to eliminate silos Sprinklr is used by thousands of enterprises around the globe every day to market, advertise and care for consumers via 23 social channels, 11 messaging channels and chat. Why switch from fragmented point solutions and a platform that is purpose-built and unified to support your business? You can leverage the power to collaborate across channels and teams with a unified view and context of your customer to create better experiences for them. Listen to and learn from customers, market, and competitive insights, and then take action in real time. Real-time insight into brand awareness, customer loyalty, brand perception, and user satisfaction will help you to avoid guessing at your brand equity metrics.

Imagine a technology partner who can provide a platform that meets all your unique lending requirements. A flexible solution that can drive mortgage, consumer, and commercial lending through one, cost-effective, and efficient platform. PowerLender is a revolutionary LOS technology that allows for growth and dramatically lowers costs. Imagine your staff flourishing on a single lending platform efficiency, cross-selling opportunities, and a single platform that is efficient. Imagine integrating with more 70 service providers for point of sale, electronic signatures credit, MI flood, GSEs servicing, appraisal, document delivery compliance, compliance, and more. Imagine a flexible solution that can adapt to your lending processes, both today and in the future. Envision PowerLender. Financial institutions cannot afford to deal in multiple lending systems for mortgage, commercial, and consumer lending.

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.

Teknovate CRM is the best Indian and International B2B and B2C sales and marketing software. It helps in synchronizing customer communication between business departments. It serves as your personal lead manager. It will capture your leads from all sources, send an intro mail/SMS to the lead, and remind you of all your activities. You can manage multiple departments within an organization, including Sales, Marketing, Projects and Tasks, as well as potential other teams. Our personalized task reminder dashboard will remind you to follow up on any follow-up. Automated Assign leads to the right salesperson based upon product/service. Manage it effectively. Our marketing automation system will reduce the time it takes to follow up and auto-follow up. Your employees will perform better if you reduce their tasks. Automated, targeted and constant follow-up can increase leads conversion rate. Our BI Reporting Dashboard gives you the most advanced reports and live data.

You can market, launch, and market online without having to hire a team of web developers, designers, copywriters, or system integrators. You can sell products or services online using our beautiful checkout forms that accept PayPal and credit card payments. Amazing drag-and drop page builder that includes hundreds of professionally designed templates. Mobile optimized and flexible. Your leads, prospects, and customers database. You can organize them using custom tags and lists to create theme groups. To convert visitors into leads, customers into leads, and customers into clients, you can create a multi-page funnel flow. You can create automated or live email/SMS marketing campaigns that communicate with your users. Our drag-and-drop membership platform builder is professionally designed and easy to use.

LenderClose's innovative platform and award-winning technology combine all the information lenders need in one place. LenderClose assists credit unions and community bank to streamline the process of underwriting and lending, resulting in faster, more efficient, and better borrowing experiences. LenderClose was built by lenders who have decades of technology and lending experience. LenderClose is committed to providing exceptional service. A first-class experience for each client Solutions that improve internal productivity and provide exceptional lending experiences. Post funding, it is important to pay attention to whether you are originating one loan per month or thousands. A credit union or community bank can save hundreds of thousands by confirming that property taxes are not due.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

The modern loan origination system, Mortgage Director, is at the heart of Fiserv's lending ecosystem. It streamlines lending operations, and strengthens lender-borrower relationships. Lenders today operate in a highly competitive market. Technology is essential to improve service levels, streamline operations, and satisfy borrowers. Lenders can chart their own course forward knowing that all the functionality they require is available in one lending environment. Mortgage Director provides everything you need to plan a course for the future of lending. Mortgage Director is a digital mortgage process that can be done from one central location.

SMS Marketing Services made simple. Send 10 to 100,000 SMS or MMS pictures text messages instantly to any mobile number. Easy creation of an opt-in subscriber base. You can schedule text messages to go out at any time. Track text message delivery. Our plans start at $24 per month. You can also try our Annual Plans. Pay up-front for one calendar year and receive 20% more messages immediately. The Annual Plan also includes bonus messages for free

No matter how many loans you close per month, 50 or 5,000, OpenClose's LOS and native mobile app allows your Loan Officers to improve efficiency and reduce costs. OpenClose will help you open faster and close smarter. LenderAssist™, the OpenClose LOS, solves the problems banks, credit unions, and mortgage lenders face with today's commercially available loan origination software. The result? OpenClose is being used by more banks, credit unions, and mortgage lenders than ever before. OpenClose understands the challenges you face when operating a mortgage business in a tight, profit-driven and regulatory-intensive environment. We can help you overcome these obstacles and achieve a higher ROI. Our software is 100% browser-based and omnichannel.

The Integration to Mortgage Source allows seamless transfer of data from your bespoke fact-find into 27Tecs APIs. When combined with all the existing filters 27Tec offers through their standalone service, you can enjoy the lenders, packagers and clubs you would expect. You can also benefit from detailed product criteria and intelligent search logic 27Tec provides within the CRM. After you have received your results, you can use 27Tec's documentation options. This includes fact find data as well as that of your chosen plans. In just one click, you can download Evidence of research documents and a European Standardised Information Sheet. These documents can be modified with your custom fees and broker information. These documents will be available in the CRM for easy access throughout the application process.

Our digital solutions are designed to improve the mortgage process at all stages. They can be used by investors, lenders, settlement service providers, investors, and borrowers. One digital platform that is seamless, efficient, compliant, and completely paperless for eClosings. Increase data integrity and document integrity Loans are closed faster with fewer errors and omissions. You can eSign or eNotarize documents anywhere. Greater control and accountability throughout the mortgage loan process. Continuous compliance can affect tolerance levels, calculation reconciliation, potential RESPA violations, and TRID issues. The digital mortgage is here - use your borrower's smart phone to keep them engaged throughout loan process.

The Mortgage Office is the most trusted and highest-ranked lending platform in the US and Canada. Popular features include borrower/lender portals, online payments, text alerts, document scanning, Quickbooks interface, one click imports/exports, ACH/EFT, complete investor management including fractionalized loans, three different mortgage pool modules, gorgeous reports and so much more. Desktop or in the Cloud; the preferred system for Private lenders, non-profits, and municipalities.

Act-on makes it easy to build lasting relationships with customers and measure your marketing successes. Act-On, a cloud-based marketing automation platform that has won numerous awards, aims to help businesses grow their brand, drive demand and expand customer relationships. Act-On is the only integrated workspace that allows marketers to combine multiple marketing tools into one application. This allows them to improve customer experience. Web visitors typically decide to stay or leave a site within the first 20 seconds. Act-On’s AI agent, called Act-On InSite, ensures they stay engaged by delivering fast, accurate, and personalized content that addresses their needs, turning visitors into potential sales opportunities.

Stavvy, a digital platform, has all the features, integrations, and functions that real estate professionals require for digital transactions. The Stavvy Platform allows users to collaborate securely and efficiently with their lending, settlement, loan servicing, and notarial partners. Users can access all the tools needed to boost productivity, provide flexible options, and break down communication silos in one secure platform. We are a group of individuals who care about each other, show up, excel and engage. We encourage individual authenticity, while also embracing collaboration. We cultivate the best in you because it produces the best in us. We are fearless. We are confident and trust others. We are stronger because of our differences, failures, and successes. We are empowered to speak up and participate openly. We are disciplined in listening respectfully and reacting without hesitation.

Integra's LOS software has a wide variety of features that streamline the lending process. Integra's team worked hard to create a product that can cover Commercial, Consumer, and Mortgage lending. Our company's main value is not just having a great, easy-to use, and easy to implement product. Through our Client Advocate Program, we have tried to establish close and mutually beneficial relationships with each client. Integra views all of its clients as part of the community. We are happy to welcome you today!