Manage leads, track interactions, and grow
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Showing 41–60 of 1,000 ranked alternatives.
Trinity Oaks Mortgage, LLC
Submit loans, track progress, share documents
Submit loan applications and track progress in real time. Receive push notifications for important dates and updates. Verify loan information and status. Submit required documents via mobile. Stay engaged from origination to closing.
OPCITY INC
Claim leads and view properties
Receive real-time lead alerts and manage new leads directly. View property locations and details. Access enhanced features for lead engagement and property exploration.
Lead Liaison LLC
Capture leads and sync with CRM platforms
Capture leads during events like trade shows or conferences. Sync data with CRM and marketing automation platforms. Nurture prospects automatically. Work offline without internet access. Log and manage leads directly on mobile devices.
DVLOP, LLC
Track leads, manage pipelines, follow up
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Copper CRM, Inc.
Manage leads, track deals, and deliver projects
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
SugarCRM
Manage contacts, track deals, and access CRM
View account details, update opportunities, and manage contacts and leads. Schedule calls, create cases, and send quotes. Access custom modules and track activities remotely.
Elite One Enterprises LLC
Share digital cards, capture leads, close deals
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
DealerPeak LLC
Manage leads and tasks on the go
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
Mason McDuffie Mortgage Corp
Apply for mortgages and track your loan
Track applications, view loan status, and receive updates. Calculate monthly payments and compare rates. Upload documents and communicate with loan officers directly. Set reminders for payments and deadlines.
Relytree Technologies Private Limited
Organize tasks, projects, and data
Manage and organize data across multiple databases. Create, edit, and view records in real-time. Collaborate with teams, set permissions, and sync data across devices. Access all databases from the web directly on mobile.
Optimal Blue LLC
Track mortgage indices and manage loans
Access real-time mortgage market indices and receive push notifications for updates. Track pricing data and eligibility information. View interactive analysis of mortgage industry pricing trends.
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