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 161–180 of 1,000 ranked alternatives.
GoDiamond LLC
Track prospects and manage contacts
Track prospects and contacts with customizable fields and notes. Add photos and set follow-up reminders. Export contacts to Excel for sharing with downlines. Sync data across devices and manage client interactions.
Cloud Solutions Global FZCO
Plan projects, track sales, chat with team
Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.
Upsales Nordic AB
Create activities and send emails
Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.
3magic
Calculate loans and perform math operations
Calculate monthly mortgage payments, loan terms, interest rates, and loan amounts. Adjust variables to recalculate other values. Include property tax, insurance, down payment, and mortgage insurance in calculations.
IDC Global,INC
Stay connected with clients on the go
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
sales-i Inc
Find opportunities and track customer interactions
Track customer behavior patterns and receive alerts for opportunities. Log and analyze data. Generate reports and set retention targets. Sync with back-office systems for real-time updates. Manage leads and follow-up tasks directly from the device.
Charles Auer
Track leads, set reminders, close deals
Track leads with customizable pipelines and set reminders for follow-ups. Add contacts, notes, and tasks. View deal progress and manage sales stages. Sync across devices and access reports.
Houston Association of Realtors
Manage contacts, track interactions, sync data across
Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.
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