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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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Intuitive. Smart. Complete.

Mortgage iQ takes your business to the next level.

Smart Mortgage CRM

Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders

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

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

The Mortgage iQ Show: Using Multi-Touch Marketing in Lending

To get better ROI on your marketing you need to use a true multi-touch marketing system – taking advantage of a variety of communication channels. And most importantly, it all needs to be part of an integrated Marketing System.

Steven James

WEBINAR: How Annie Mac Increases Business for New LO's by Over 20% Overnight!

Replay our webinar where we sat down with Annie Mac Home Mortgage to learn how they increased their business by 20% overnight using Sales Boomerang integrated with Mortgage iQ CRM.

Steven James

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

The value Mortgage iQ has brought to our organization deserves recognition. In today’s fast paced Wholesale Mortgage Banking arena, a quality CRM is essential to improve efficiencies. Your organization’s personal and professional touch to our individual needs has and continues to produce a hand crafted product. We can see that as we continue to grow, MiQ is more than capable of expanding with us because of the sophistication of your product and caliber of your staff. We look forward to a long and profitable relationship.

David Chapman, National Sales Director Greenbox Loans, Inc.

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