With the database of clients, prospects, referral partners and leads becoming larger and more complex, Mortgage Banks needs to implement a CRM tool to improve customer services and automate marketing efforts. Need for a CRM tool in Mortgage Industry Top Functionalities of a CRM tool Top Six CRM software for Mortgage Industry We take a…
Floify is a leading provider of mortgage automation software for loan originators which provides a secure communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. The new integration with Jungo enables loan originators who are using Floify to automate their mortgage process and Jungo to manage their customer database to seamlessly…
Although Jungo is the most powerful CRM software available for the Mortgage Industry, a Mortgage lender or loan officer needs to customize the numerous features in order to suit for specific business needs. Thereby a lender or loan officer can tap the full potential of Jungo to fit into their business model. These are some…
Jungo built off the popular Salesforce CRM platform has evolved from a basic CRM platform to meet the relentless needs of the Mortgage Industry. Besides the CRM functionalities offered by Salesforce, Jungo apps provides lenders with mortgage specific functionalities designed to increase revenue and promote efficiency. Jungo offers two industry focussed applications in the Mortgage…
In the previous three parts of the post on Mortgage CRM Comparison, we have looked into comparison of mortgage marketing automation, comparison of mortgage sales automation features and comparison of CRM – LOS integration capabilities and marketing compliance of Velocify, Jungo Salesforce Mortgage App, Infusionsoft and Vantage Productions. This post takes a detailed look into…
In the previous two parts of the post on Mortgage CRM Comparison, we have looked into comparison of mortgage marketing automation and comparison of mortgage sales automation features of Velocify, Jungo Salesforce Mortgage App, Infusionsoft and Vantage Productions. This post takes a detailed look into the Loan origination system integration & Compliance to advertising and…
In the previous post on Mortgage CRM Comparison, we have looked into marketing automation features of Velocify, Jungo Salesforce Mortgage App, Infusionsoft and Vantage Productions. This post takes a detailed look into the sales automation & CRM functions of these four Mortgage CRMs. Looking for more information on mortgage CRM or need help choosing the…
As mortgage techonology consultants, one of the most frequent questions we get is about the best CRM for the mortgage industry, MLOs or Loan officers. It’s tough to make an apple to apple comparison among top CRM, mortgage marketing automation software and sales automation software for the mortgage world. However, a comparison can atleast help…