Customer Relationship Management Built for the Mortgage Industry

Mortgage Manager makes it easy and affordable for you to get organized, keep in contact with your existing clients, and referral partners and effectively reach out to new prospects.

• Increase profits
• Retain existing clients
• Grow your customer base
• Market to prospects, clients, and referral partners
• Effectively track, distribute, and manage your lead data
• Seamlessly link with your LOS for complete end-to-end loan visibility
• Securely access your client and loan origination software data via the Internet

Mortgage Manager, CRM That Speaks Your Language

Generic CRM products such as Act! ®, Goldmine® or Outlook® offer the basic tools you typically expect from a CRM package, but fall short as a viable solution for the mortgage arena. Mortgage Manager is designed from the ground up with the mortgage industry in mind. This allows for screens, functionality, and application integration that is unmatched by other CRM products.

A Single Integrated Solution for All Your Marketing Needs

• Access and react to your website and Internet lead provider data in real time with Live Lead Integration
• Automatically market to your clients and referral partners with professional web-based e-mails
• Easily deliver e-mail newsletters written by industry experts
• Create and manage automated marketing campaigns

Track and Manage the Entire Loan Process

• Capture loan qualifying data as you interview your prospects
• Enter client data using intuitive screens created with your business in mind
• Automatically link client and loan information to your LOS application, including Calyx Point®
• Effortlessly synchronize with your LOS without the need for additional software
• Trigger e-mails to your clients and partners based on loan status events
• View your client's entire loan history from within a single screen