Mortgage Lead Software
When brokers think of mortgage lead software they are talking about CRM or customer relation management software in which they can get a handle on the leads they acquire throughout their daily work. Some of the best software on the market today is a takeoff of sales related CRM programs like ACT. If you are cramming everything into Microsoft Office, know that there are better solutions and some that are very affordable. You’re here looking for suggestions, so let me give you a few.
The Mortgage Office software is a suite that collaborates with Microsoft Office so if you’re starting this would be a good option to try. You can request a free demo, but make sure this is something that won’t take you long to embrace, because it is detailed.
Leads360 is a company that has developed a mortgage lead software suite and these people listen to their customers. Leads360 integrates seamlessly with lead providers Adchemy, Double Positive, LeadPoint, Lower My Bills, Quin Street, Really Great Rate, Zillow, bills.com, Get Smart, Leads 1-2-3, Lending Tree, All American, Go Apply, NexTag, Loan Bright, Smart Quote and Low Lender. It comes with my highest recommendation and starts at $35 a month.
Cimmaron Software is another contender in the mortgage lead software race. They make a nice CRM platform that runs great. It is designed to increase sales as well as keep the customers you make, in the loop for further downline sales. This software if fully integrated with Calyx Point® and other Loan Origination Software.
And finally, there is Mortgage Quest from Market Focus that has been around since 1992 and is a very easy to use system. Very reliable and fast, this software was designed for professional loan originators who will only work with the best and want to take their work to the next level.
With any company that had developed CRM that will work with your mortgage LOS, you need to ask for a demo first of all. See if you like what is available. At this time you will also be able to get a feel for the company and how they interact with customers. This is good because you want a company that will be there to take care of any issue that may come up. Software and updates don’t always go as planned and this is your business we’re talking about. Make sure you feel good about the relationship before you buy or sign a contract with any of these companies. Ask for referrals as well. They are sure to provide you with a few if they have had success in the marketplace. This is one time you will have to do a little work to make things easier for you down the road.
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