5 of the Best Mortgage Software Programs Your Brokerage Should Be Using
Mortgage software doesn’t have to be boring. Mortgage brokerage firms may think that mortgage CRM software has to be clumsy and boring, but they’d be mistaken. The right mortgage software can help you easily manage your customers’ information.
Keep reading to see the top five mortgage software programs your brokerage should use now or in the future.
1. Unify CRM
Unify CRM has a marketing library offering various marketing materials. It supplies direct mail templates and campaign ideas. You can clean and sync data to avoid making duplicates or excluding details.
There are also specific email campaign features for your benefit. If you want to better your clients’ experience through post-close marketing and real-time LOS integration, give Unify a try.
2. SureFire
True to its name, SureFire is a surefire choice for loan officers. It works with over 1,000 apps, in addition to having its very own intake online 1003 app. This app makes custom links for users and notifies you upon submission of new applications.
When clients reach loan milestones, SureFire sends in-process videos to educate them. How’s that for customer service that’s a cut above?
3. Mortgage iQ
This is a high-IQ database and mortgage CRM software. In a recent update, it launched “quick action” menus that let loan officers find their way through their most popular tasks by clicking on only one button.
With its partner relationship management features, Mortgage iQ sparks stronger relationships between officers, lenders, and realtors.
4. BNTouch
Then there’s BNTouch. A primary benefit of BNTouch is its ability to custom-design digital mortgage applications. It’s simple and fast to set up, thus satisfying its users.
BNTouch nurtures leads, providing personalized promotional materials to inform clients about the mortgage process and develop relationships with them. BNTouch works especially well for small businesses but is well-equipped for large companies too.
5. Velocify LoanEngage
Velocify LoanEngage can almost do it all. It’s an all-in-one solution for marketing and sales. It approaches lead conversion from a scientific perspective so that loan officers can automate prospecting and keep track of applicants’ sales cycles.
Its Dial-iQ and LeadManager tools can merge with SalesForce to enhance the sales process. Not only that, but Velocify has also partnered with EllieMae to offer cloud-based mortgage finance software.
Velocify’s well-suited for enterprise and mid-market systems that consistently manage large volumes of leads.
In addition to all of the above, mortgage loan origination software is just a click away.
Mortgage Software Programs for Days
There you have it. Those are five of the very best mortgage software programs. As you can see, each program has unique strengths.
While all are powerful in their own ways, you should choose the one that helps your business the most. The next time that your mortgage brokerage firm needs new software (or even before then), give one of these programs a try.
For more content that can help your business, browse the News section of the site.
