Team CRM
If you are working as part of a larger team, we have the latest tools you'll need for success.
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...
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.
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.
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.
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.
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.
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
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.
Mobile Interface
Your Entire Database in Your Hand. Access everything quickly and easily including Borrowers, Loans, Partners, Calendars and Much more!
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.
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.
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.
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.
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.
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.
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.
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.