Take Five Consulting would develop custom made branded websites for Loan Officers/Brokers which they can use to redirect borrowers to easily complete an online mortgage application, instantly engage with their loan officer/broker, and securely upload the loan documents.
Velocify Mail Connect is a web application which can streamline the lead gathering process by using the data from existing lead sources. Lenders can consider Velocify Mail Connect as a website/landing page which will serve the purpose of collecting borrower information as well as saving those data into their current CRM -Velocify.
Although Velocify is the most powerful CRM software available for the Mortgage Industry, a Mortgage lender or loan officer needs to customize the numerous features to suit for specific business needs. Take Five Consulting helps lenders/banks in effective implementation of Velocify as Mortgage CRM.
With Jungo – Salesforce CRM for Mortgage Industry, Mortgage banks can simplify the process of viewing and tracking applications by efficient loan pipeline organization.