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Team CRM

If you are working as part of a larger team, we have the latest tools you'll need for success.


Mortgage CRM Tools

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Our comprehensive arsenal of tools help your organization to meet and exceed goals

Is Your Mortgage CRM Missing the CRM? We think it's a lot more than just drip marketing and email templates...


True Mortgage CRM

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Intuitive. Smart. Complete.

Mortgage iQ takes your business to the next level.


Smart Mortgage CRM

Delivering Mortgage CRM, Sales Management and Marketing for Your Organization

How we're solving your business issues

What's your Focus?

We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments.

Mortgage CRM Platform

Let's get Organized

Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter.

Mortgage CRM that's Organized

Automate your Marketing

Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database.

Mortgage CRM Marketing

Easy/Powerful Marketing Template Editor

Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use.

Mortgage CRM Template Editor

Robust Borrower Relationship Management

Top Originators Demand it. So should you. Mortgage iQ enables you to become a machine of habit and follow-up by exploiting Mortgage iQ.

Mortgage CRM for Borrowers

PRM (Partner Relationship Management)

Take care of the Partners who take care of You! Mortgage iQ helps you to link all of your mortgage leads to the right partner so that you can leverage our automated communication engine and reporting tools

Mortgage CRM for Partners

Lead Management and Tracking

At the Speed of Light. Lead to Contact is often measured in minutes. With Mortgage iQ we measure it in seconds because we know it's that important to get to a new lead quickly.

Mortgage CRM Lead Management

Personalized Standardized Web Sites

Extend the reach to borrowers and partners. We can deploy corporate, branch, team and LO web sites that you can manage with our powerful CMS (Content Management System) portal.

Mortgage CRM Web Sites

Mobile Interface

Your Entire Database in Your Hand. Access everything quickly and easily including Borrowers, Loans, Partners, Calendars and Much more!

Mortgage CRM Mobile

Dashboards and Reporting

Configured for your changing needs. It's important to see how you're doing and our built-in Dashboard and Reporting technology helps to get you to your goals.

Mortgage CRM Dashboard Reporting

Data/Workflow Integration

The Key to Success . From LOS to Lead Source Providers to Web sites to Phones, we literally have thousands of hours' experience integrating other software applications and third party data sources into Mortgage iQ.

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Help Guides and Training

Guides to help you at every step. It's like having a tutor or trainer behind your shoulder helping you as you go.

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One Solution for ALL of your needs

Mortgage iQ CRM can do it all! Our clients are managing ALL facets of ALL relationships for ALL of their teams in ONE system.... Mortgage iQ.

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Put our 25 years' experience to work for you

Leveraging our vast knowledge base for you. With over one-hundred implementations, our seasoned teams are equipped with a vast array of experience with similar business and workflow needs.

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Feed your Mortgage iQ

Reaching your prospects and customers with Automated Marketing - So many choices. . . so easy to get it wrong

PART 1 - Automated Marketing as part of your overall Mortgage CRM platform can be an extremely powerful weapon for standardizing and consistently executing your objectives for reaching your borrowers and referral partners. Knowing the what/when/how can be daunting tasks in the complexity that is today’s world of marketing technology. From email to texting; from Social media to blogging there are many choices and even more to ponder in terms of proper content for those options; video, links, tracking, ROI and more. This series of articles helps to dissect all of the considerations in your CRM, Automated Marketing and other communication needs.

Chris King, CMT

CRM Adoption - Getting your users on board and achieving adoption is more complex than you think.

Implementing technology in any workplace is always challenging, but can be more so when implementing Sales and Marketing (CRM) solutions in the Mortgage and Loan Officer workspace. There are many obvious (and not so obvious) obstacles to successful CRM adoption. Learn how to define what adoption means to your organization, the various levels of adoption and the role they play in impacting adoption success. Understand how to be lock-step with your users through the implementation process and understand how embracing your users as the customer can improve the success and adoption of Mortgage CRM, Sales and Marketing solutions.

MIQ Marketing Team

Effective CRM is absolutely essential if you hope to thrive in today's mortgage industry. You also need to know that the CRM provider is not only reliable, but responsive to your needs. Without question, Mortgage IQ has been a major factor in making our company successful.

Joe PaneBianco President and CEO Annie Mac Home Mortgage

Mortgage iQ pays for itself many, many times over with the increased savings and revenues that result from efficiencies and from the marketing that Mortgage iQ makes so easy.

Jay Voorhees Owner/Broker JVM Lending

Mortgage iQ is a game changer. The data analytics and being able to refine your sales and operations is essential for simplifying and scaling your current business.

Greg Gale Sr. Loan Officer Nova Home Loans