Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/TPO, 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.
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.
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.
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.
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.
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.
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.