Best Sales Software for LenderHomePage

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!

A streamlined and optimized sales process is essential to survive and succeed in today’s mortgage market. Velocify®, a component of the ICE mortgage technology™ platform, automates sales to keep your team focused on activities that will drive more business. Your Salesforce sales team can streamline and enforce their unique sales process so that Salesforce admins and loan officers can concentrate on growing the business and closing more mortgages. Your Salesforce environment will immediately become a powerful sales prospecting, closing, reporting, and reporting engine. Are you ready to increase lead conversion rates by as much as 400%? You can retrieve mortgage leads from more than 1,400 integrated lead sources. Then, you can automatically distribute new leads and reassign existing leads, prioritize sales communications and create custom sales workflows to ensure that all leads are taken care of. You can respond faster to high-priority leads and sell smarter to close more loans.

LeadMailbox has been helping thousands of customers achieve their sales goals since 2004. Our user-friendly lead management software allows you to combine multiple lead sources. LeadMailbox offers all the tools you need at an affordable monthly price. LeadMailbox is connected to hundreds of lead partners and we are always adding more. Our powerful telephony suite offers insta-call and click-to-call as well as power dialer, inbound numbers, and power dialer. We offer personalized marketing support and effective SMS and email campaigns.

You can create a queue of leads and assign priority to them based on their status. You can easily schedule follow-ups and dispose of leads using custom parameters. Warm transfer calls to other members of your team. You can easily share and collaborate with colleagues and referral partners on any lead. Automate communication and increase lead generation by connecting more partners to leads early in the sales process. Your borrowers will be able to close more loans by having a simplified experience. This automates the process and connects to their financial accounts to automatically populate most of the 1003, including their documents. You can customize your workflows and automate follow up to past clients and new leads with pre-set triggers. With just one click, you can launch automatic reminders and emails, tasks, and lead sharing. Robust tablet app that syncs with CRM. Upload your listing photos and send your visitors a professional follow up email with the listing and your contact information.