Mortgage CRM
MortgageCRM is a complete web-based customer relationship manager that provides mortgage professional with its first solution where businesses can customize their own customer contact strategies. Our MortgageCRM incorporates all the features and capabilities of CTOS’s architecture while giving businesses the ability to dynamically toggle from mortgage into other industries such as loan modification, auto loan modification, and debt settlement. With the ability to run credit and have it populate within our CRM coupled with a dynamic open rules based engine, businesses now can configure their own pre-qualification engine based on investors they choose to deliver to. Post leads from your landing pages or from third party lead aggregators directly into our system and use our lead routing engine to maximize your ROI by putting the right leads in front of the right agent at the right time. Our system even enables you to manage your loan originators based on Safe Act licensing requirements.
- SAS 70 Collocations
- File based security
- Customizable user security access templates
- Dynamic roles and access rights
- Configurable roles
- Direct file security access right
- IP restriction by selected IP
- State Restriction by user and/or role based on Safe Act
- Post Leads for other lead providers into the system
- Post leads from company home page and/or landing pages
- Manage direct mail campaign
- Run credit from the system and auto-populate the liabilities
- Dynamic rules base engine allow for ease of user configuration
- Click to Dial with screen pops with date/time stamp
- Outbound Fax Servers
- Auto indexing virtual storage that supports .pdf, .doc, .docx, .xls, .xlsx, .mp3, .wav, .tiff, .jpg, .bmp
- Dashboard view by company
- Dashboard view by branch
- Dashboard view by marketing campaign
- Dashboard view by company sales production
- Dashboard view by sales team
- Dashboard view by sales originator
- Company production reports
- Sales activities status
- Marketing channel performance
- Team Reports
- Individual Reports
- Custom reports available by request
- Auto-disperse leads to sales originators
- Agent availability override
- Performance lead routing
- Customize lead prospecting workflow and dispositions
- Customize triggers for communication
- Set-up and schedule individual work queue
- Complete Mortgage data capturing
- Mange customer contact
- Manage task, appointment, activity notes
- Real-time customer’s lead status
- Automated email communication triggers
- Generate customizable settlement schedules
One Platform
Bi-directional data exchange increases efficiencies and maintains higher levels of data integrity.
Client Focus
Each touch point is an opportunity to engage with each client and enhance the client’s experience.
Agility
Business workflow should not have to adapt to technology. Our customizable workflow and system features make it easier for you to do business with your clients.
