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Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.
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LOVED by mortgage and loan agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and close more loans. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card.
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Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.
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Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.
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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more
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Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.
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MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks and credit unions.
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The challenge with CRM for mortgage is that lead come from everywhere and need fast action. LeadMaster’s all-in-one solution takes in all your leads onto one easy-to-use platform that you and your sales team can access from anywhere. The Smart Queue tells you which lead to call next.
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Mortgage Quest is a cloud-based marketing automation and CRM software for the mortgage industry that enables executives to create and run marketing campaigns
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Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.
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For medium to large businesses - Totus is a multi-channel marketing automation engine for housing, personalizing, and distributing marketing materials. By working with your marketing teams, your distributed sales force can now customize, print, and send marketing collateral more efficiently through a variety of channels like email, direct mail, social media, and more. TOTUS is a robust integration platform, often integrating with specialty vendors, custom developmen
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BluMortgage is a CRM for mortgage professionals. The CRM pipeline has pre-built automations for your team, clients and partners. BluMortgage's email campaigns include lead nurturing and post-close check-ins. BluMortgage integrates with industry platforms such as Velocity, Finmo and Filogix.
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DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.
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SureClose is a web-based transaction management software designed to help businesses in the real estate industry add, view, and share online transactions. It lets teams facilitate collaboration with all parties to provide an improved customer experience.
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