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Software used to automate and improve real estate lending interactions with clients. - Build relationships, manage contacts, and close loans - Use referral, marketing, and lead generation tools - Ensure compliance and authorize mortgage documentation online
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More calls. Better conversations. Faster growth. A seamless experience between sales acceleration and voice engagement tools. Velocify Dial-IQ is the only click-to-call sales dialer that enables your sales team to have more conversations and ensures they focus on the right prospects at the right time. Call volume isn't enough. Grow faster with conversations that matter.
The mortgage process hasn't changed for decades, yes, it's had a few tweaks along the way, but it's never had a complete overhaul, until now! Mortgage Hub marks a revolutionary leap forward for lenders, brokers and customers, transforming the mortgage application process from analogue to a fully digitalised experience. Mortgage Hub uses a state-of-the-art integrated decision engine, combining automated valuation models, open banking and character recognition technology. Critically it accelerates lending decisions, providing a DiP in minutes. By automatically feeding back to brokers and lenders, Mortgage Hub streamlines the application process, freeing up capacity and removing the excessive and time-consuming bureaucracy of the past. Ready to transform? Get in touch today to discover how Mortgage Hub can transform your customers' home buying experience and take your mortgage lending to the next level.
More calls. Better conversations. Faster growth. A seamless experience between sales acceleration and voice engagement tools. Velocify Dial-IQ is the only click-to-call sales dialer that enables your sales team to have more conversations and ensures they focus on the right prospects at the right time. Call volume isn't enough. Grow faster with conversations that matter.
Surefire CRM was created to provide customized, turn-key CRM solutions to the mortgage industry so that mortgage professionals can do what they do best: sell! Close more loans with Surefire’s enterprise marketing automation and compliance, award-winning content, email campaigns, SMS texting, Power Calling and automated mailers. We ensure growth by placing our customers top of mind with their database of prospects, in-process loan customers, and past clients. At its core, Surefire was built for the mortgage industry with support for complex organizations, evolving compliance changes and the constant pressure to connect key systems. Our partner integrations help our lenders simplify processes and avoid unnecessary costs. The best way to find out what we offer is to try it out yourself. We’re confident that you’ll like what you see.
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Jungo is your Salesforce co-pilot. Customized for the mortgage industry, Jungo offers a single Salesforce solution for mortgage professionals – as well as accelerated Salesforce implementation services for an Enterprise CRM solution. Jungo’s intuitive functionality helps you maximize your time and your profits. Jungo's Mortgage App allows you to: • Grow your business with automated email marketing campaigns customized for mortgage that connect with the right prospects at the right time. • Access hundreds of custom, personalized email templates and send automatic emails for milestones (birthdays, loan anniversaries, etc.) • Optimize efficiency with integrations to all of your most powerful software solutions, including LOS platforms. • Track referrals to ensure you stay connected to your best sources. • Consolidate and easily access all client documents, from financial history to loan agreements. • Organize your day, track loan progress and schedule follow-ups.
Every minute matters and FirstClose Equity gets you to closings faster by empowering borrowers with vital property decisioning data. It is the only end-to-end, digital HELOC and home equity loan solution built specifically for home equity originations. The platform simplifies and accelerates the home equity loan and HELOC experience for borrowers. Borrowers can get instant feedback on their home valuation, available home equity, get prequalified, submit an application, and receive conditional approval in a matter of minutes—all from a borrower-facing platform branded to your financial organization. For processors, it eliminates time-consuming operational touchpoints and advances qualified leads. It takes friction, cost, and risk out of the process by levering automated workflows to order credit, flood, valuations, title, tax, income, employment, and asset verification through one easy-to-navigate platform. Improve your productivity and bottom-line while better serving your borrowers.
The Salesforce Consulting Partner for Mortgage & Lending We are an employee-first and client-success-focused boutique end-to-end Salesforce Consulting Partner with an exclusive focus on Financial Services and deep expertise across all Salesforce products. For over 12-years, we have partnered with our clients to help them get the most out of their investment in the Salesforce platform to meet business goals and objectives. Our full suite of Salesforce Consulting services includes cloud implementations, marketing automation, integrations, data migrations, advisory, and managed services. Whatever your needs, we're here to serve.
The best mortgage CRM just got better. Introducing Power Video by Surefire, a new feature that makes it easy to record and send videos to clients, prospects, and referral partners at scale. Learn more about the only video solution with mortgage compliance DNA here.
OnlineApplication is a mortgage platform that helps brokers and lenders create an end to end journey which utilises artificial intelligence and machine learning. It also delivers the client solutions in GDPR, financial compliance and CRM making the mortgage and insurance process easier, faster and better for everybody.