6 Valuable CRM Systems for Mortgage Brokers

Managing relationships is a crucial part of the job for mortgage brokers. Fortunately, Rolodexes are long gone and cloud-based CRM systems can take the hassle out of connecting with borrowers. There are a few CRM systems that go above and beyond an average sales platform and are tailored to fit your needs.

With an up-to-date CRM system, you can more efficiently control your brand and take control of your marketing efforts, all with integrated tools that meet compliance requirements. Here are a few noteworthy CRM systems currently on the market tailored to mortgage brokers:

1. Jungo (Formerly, The Mortgage App)

This app takes all the benefits of Salesforce, a large sales and marketing cloud company, and customizes them for mortgage brokers. With Jungo, you can manage loan workflow, sales pipelines, and track clients 24 hours a day on a phone or tablet. This app enables speed and flexibility much like Salesforce, but tailored for lenders.

2. Mortgage Quest

Mortgage Quest from Market Focus offers a suite of features that make it simple to organize lead management, like creating triggers that remind you to follow up with prospects. Another outstanding feature of Mortgage Quest is that you can schedule follow-up responses from closed deals one year later — making generating referrals an ongoing habit of your brokerage.

3. SurefireSM

SurefireSM from Top of Mind networks is another great CRM option designed specifically for mortgage brokers. This tool has a polished interface that handles everything from managing contacts to automated segmented emails and drip campaigns. Surefire is a great choice for a newer mortgage professional who needs help with branding and a web presence. SurefireSM even generates a custom link that makes it easy to intake 1003 apps online, simplifying CRM like never before.

4. Mortgage Returns

Mortgage Returns by EllieMae combines all the great features you would want in a CRM — from automatic email delivery that enables detailed communication on a mass scale to referral generation. One of the many benefits of Mortgage Returns is that it provides a truly personal approach for customers with custom loan reviews, payment strategy reports, newsletters, and more. Mortgage Returns integrates with a variety of platforms from Encompass to ExactTarget, putting flexibility in your hands.

5. Cimmaron Mortgage Manager

Cimmaron Mortgage Manager is yet another option that enables lead generation, loan management, and automates client referrals. This CRM platform makes it simple to cover the basics, like scheduling appointments and seamlessly integrating with LOS systems.

6. Vantage Production

Vantage Production offers integration with sales systems, LOS, pricing engines, and credit bureau databases. The benefit of this platform is that it keeps real-time updates in one customizable dashboard structure- you can find everything from re-pricing alerts to bond quotes. This capability allows you to stay informed and relevant in your marketing efforts on social media, presenting you as a thought leader to your audience. Easy to use, Vantage Production is a top-performing platform for mortgage professionals.

While A CRM tool can be instrumental in keeping you organized and connecting you with prospects…what you put into it will determine how much value you get out of it.

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