Mortgage CRM
Your All-in-One Mortgage CRM Solution
Managing your leads, clients , tasks, and communication can be challenging. Our all-in-one Mortgage CRM gives you the tools you need to stay organized, save time, and focus on closing more deals.
🎁 Exclusive Deal: Get this CRM for just $97/month when you purchase a mortgage website
What You Will Get
Everything you need to run your mortgage business smoothly—powerful CRM tools, unlimited lead management, mobile access, and simple setup. It’s all designed to save you time, keep you organized, and help you close more deals with less stress.
AI Receptionist
Never miss a lead. Our 24/7 AI Receptionist answers calls, gathers key info, and books appointments in your CRM—saving time, cutting costs, and keeping your pipeline active.
-
24/7 Coverage with real-time lead
capture -
Cost-Effective alternative to after-
hours staffing -
Automatic Appointment Booking for
seamless scheduling
Value:
$997
Get everything in just $97 / month
AI Chatbot
Engage visitors the smart way. Our 24/7 AI Chatbot handles conversations on your website or CRM—answering FAQs, qualifying leads, capturing key info, and booking appointments automatically. It’s like having a tireless team member working round the clock.
- 24/7 Smart Chat Support for Instant Engagement
- Automatically Captures Leads and Sends to CRM
- Book Appointments Seamlessly with Real-Time Sync
Value:
$997
Get everything in just $97 / month
Extensive Workflows
- 100+ Workflow Automation Actions
- Loan Application Procedure & Reminders
- Holidays & birthday workflows
- Database Reactivation client workflows
- Lead Nurturing and Capturing workflows
- New Lead Follow-up workflows
- Appointment reminders, No-show workflows etc.
- Workflows built specifically to drive more sales to each unique line of loan mortgage
- Support ChatGPT Integration, Custom Webhook, AI Responses/Replies, Third Party Integration via APIs and much more
Value:
$10k
Get everything in just $97 / month
Pipelines
- Manage Appointment with your leads
- Pipelines for Lead opt-ins
- Manage Client and run automation to get Reviews
- Easy to manage pipelines and fully automated
- Add leads into bulk campaign after changing pipeline stage
Value:
$197
Get everything in just $97 / month
52 Weekly Nurture Text Messages
- Personalized to the recipient
- Non-intrusive and respectful of privacy
- Brand-aligned messaging
- Automated or personalized sender information.
- Educational content is approved & tested by actual agents, one for each niche
- Delivering helpful tips & pieces of information to brand the agent & sell more packages
Value:
$197
Get everything in just $97 / month
Calendar for Appointment Booking
Make it easy for borrowers to reach out.
- Clear and Accessible Contact Information
- Location-based targeting to attract potential customers who are located in specific regions.
- Allow potential customers to schedule appointments and consultations with loan officers
- Customized content that speaks to the specific needs and interests of potential customers in different locations.
- The calendar feature show real-time availability of loan officers or other staff members
- Automated reminders can be set up to remind potential customers of upcoming appointments and consultations
Value:
$49
Get everything in just $97 / month
Year-Long Email Sequences
- Christmas, Veterans Day, Labor Day Email Templates
- Father's Day, Mother's Day, Memorial Day Templates
- St. Patrick's Day, Independence Day & many more.....
- Add Your Promos & Offers before special occasion
- Includes nurture emails to deliver helpful tips & pieces of information to brand the agent & sell more packages
Value:
$197
Get everything in just $97 / month
