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| Bulk Email Marketing |
You can send bulk emails to borrowers from the main pipeline, borrower list, broker list, or even the contact list. |
| Automation Rules for Drip Emails, tasks, webhooks |
Automate the sending of an email sequence for sales, processing, or servicing purposes. Auto-create tasks or fire off webhooks based on events. |
| Compose Email to any party on the loan via To, CC, bcc with attachments |
Easily stay in touch with all parties to a loan borrower, co-bor, title, appraiser, inspector, attorney, etc... All emails are tracked & stored in the loan file. |
| E-mail Syncing |
Sync all your user's SMTP settings, so that all their E-mails are tracked inside every loan, providing more transparency and what was said & when & by who. (Feature coming soon) |
| Calendar & Tasks List |
Calendar view of all pending tasks, critical due dates like follow-up dates, task due, maturity date, insurance/taxes expiration, etc... Use the task list to see just tasks sorted by the due date or priority status. As a manager see everyone's task as needed |
| Click to Call |
Enable your favorite dialer browser's extension like ring central, Aloware, or other VOIP to see all the phone numbers become click-to-call enabled. |
| Sending SMS messages |
When making a note in a loan file, optionally send the message via SMS. Make sure the user has a cell number entered and carrier. (In the near future you will not need a cell carrier entered) |
| Lead Capture via Quick App webforms |
Use the quick app webform to capture hot leads that are interested in your loan products. On submission, leads can enter a nurture campaign. |
| Custom Sub Statuses (aka Tags) |
Use sub statuses to 'tag' loan files or borrowers in the borrower list. That way you can sort by those tags and target them with email, or direct outreach. |
| Contact manager |
The contact list will grow by itself as you create loans with contacts like appraiser, title, attorney, inspector, investors, etc... |
| Broker & Borrower Lists |
View all your brokers & borrowers in their own list, see how many loans they are tied to, bulk email to them, tag them for special marketing campaigns, etc... |
| Branch & Broker Portal |
Branch-level accounts & brokers can access all the CRM tools to grow their business. They can even have a white-labeled version under their own brand. (additional cost required) |
| Borrower Portal |
The borrower portal allows them to manage their respective loan files, upload docs, make notes, etc... |
