With that being reported, Velocify is an even better method out-of-the-gate than either of These previous two and now has the backing of Ellie Mae’s compliance abilities and likely the smoothest integration While using the Encompass LOS that is offered.
Our staff will help you in configuring strategic contact point strategies or "tracks" for borrowers, transactions, Realtors and various Partners in the database.
Prime of Mind’s Surefire CRM has existed for more than a decade and carries plenty of title recognition inside the mortgage market. Surefire incorporates a foundation set of functions available to any purchaser, with further functionality being added as groups grow in measurement and value approach.
FOR The corporation: Automating compliant and well timed touch factors, workflow and communications on a firm-huge basis is basically the holy grail. The value of a complete, current databases that is staying actively nurtured, farmed and touched from the strategic game prepare is immeasurable.
Database checking and alerts – know any time a customer lists their residence or is primed to get a price reduction, and many others
FOR Administrators: Just realizing that the workforce has obtain "on demand from customers" assist Anytime requires the burden absent for guaranteeing that everybody is getting the assistance they want ongoing usage of one's CRM.
FOR IT: Recognizing that knowledge is one hundred% protected from any cell product will give you comfort. Entry by way of the Cellular portal abides by all the very same stability protocols as being the desktop obtain and no data ever resides domestically around the product. Furthermore, It truly is product agnostic.
From LOS to guide Source Vendors to Web pages to Telephones, we virtually have A large number of hours' encounter integrating other software purposes and 3rd party info resources into Mortgage iQ. We both have the integration you are looking for or can utilize our expertise for rendering it come about.
We leverage this working experience to establish our customers' unique problems. Most of our crew users have around 10 years' practical experience in CRM for that Mortgage Field.
FOR TRAINERS: Aid Guides "enable" to strengthen your teaching curriculum and turn into your assistant for giving highway maps and guidance for every vital workflow within your organization.
An optional car-dialer might be purchased to further supercharge gross sales processes, although Velocify doesn’t appear to have set Substantially emphasis on integrating with other programs beyond their ecosystem.
With more than 1-hundred implementations, our seasoned teams are Geared up that has a broad variety of expertise with similar business enterprise and workflow desires.
Now you will take a quick look and acquire fast metrics for efficiency and pursuits that enable you to to reach official website your aims. Any Dashboard Report could be immediately emailed to you personally to make it even much easier.
Should you haven’t been paying attention through the years, nonetheless, find more information you may be amazed to hear that this is Ellie Mae’s THIRD acquisition of this sort through the years. Following their acquisition of MortgageCEO, they obtained MortgageReturns in 2015.