How we're solving your business issues

What's your Focus?

One of the advantages of Mortgage iQ being an "Enterprise" CRM platform is that it can cover all departments, divisions, workflows within your organization and tie them all together in one cohesive system. Great for standardization, scalability, compliance and efficiency. Is your current CRM missing the "CRM"?

Let's get Organized

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

FOR LO's, AE's AND OTHER SALES ROLES: Just as it is written "know thy self" the same is true in database management. If you are going to take your business to the next level you need to "know thy database". You cannot do this from memory. You cannot do this with pen and paper. And if you want to leverage the power of Mortgage iQ you cannot do this in Excel. Lists or "Groups" are configured to automatically silo your transactions into various buckets for follow-up and tracking. These lists/groups include organization for borrowers, loan transactions, Referral Partners and more.

FOR MANAGERS: You can now finally execute on your standards for managing leads, transactions and partners. Specific groups and dashboards will be configured so that you can identify potential issues, bottlenecks and challenges for any member of your team but can also provide visuals for coaching a specific LO.

FOR THE COMPANY: Mortgage iQ provides a foundational platform for execution of Lead Management and Sales Follow-up for the entire organization. Our senior consultants will work directly with you to match your company's initiatives and goals with the configurations for your teams in order to ensure success across the enterprise. Additionally, the value of an organized database as company asset is enormous!

Automate your Marketing

Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. "Triggers" such as emails, tasks, activities, reports, text messages and more can be fired automatically based on the timeline you specify and based on any condition you need.

FOR LO's, AE's AND OTHER SALES ROLES: "Set it and forget it" really puts your mind to ease when you are wondering when/what to send out to those leads in limbo. Combining the auto touch triggers with co-branding with your partners, it's a dream come true for improved and consistent communication.

FOR MANAGERS: Now you can execute those initiatives you've been wanting to launch to give your team standardized workflow for follow-up without burdening them with all of the details.

FOR MARKETING TEAMS: Between the easy-to-use template designer and the power of Marketing Tracks configuration, your life just got not only a lot easier but now you can finally look like the hero for deliverying great looking, compliant content and surgical strike marketing to the database

FOR THE COMPANY: Automating compliant and timely touch points, workflow and communications on a company-wide basis is really the holy grail. The value of a complete, updated database that's being actively nurtured, farmed and touched from a strategic game plan is immeasurable.

Easy/Powerful Marketing Template Editor

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.

FOR LO's, AE's AND TEAMS: If you are looking for a non-technical means for developing your own email templates, you'll love our Editor. Your Marketing team will provide you with the "default" layout. All you have to do is modify the content, images and submit for approval!

FOR COMPLIANCE DEPTS: Manage and approve requests/content with ease. Mortgage iQ can even email you any new templates for approval. Just click, link and approve.

FOR MARKETING TEAMS: What a relief! No more digging deep into HTML and hoping your templates look great on all 32 Email apps and/or Devices! And you'll look like a guru cranking out professional-grade template layouts; from newsletters, to personalized emails to SMS Text. Mortgage iQ's got it all.

Robust Borrower Relationship Management

The top originators in the mortgage world live and die by great CRM and Contact Management tools. They know they need to stay on top of their database and their relationships. Mortgage iQ enables them to become machines of habit and follow-up and exploit Mortgage iQ to get the job done quickly and effectively.

FOR LO's AND OTHER SALES ROLES: As the market becomes more competitive gone are the days of waiting for the referrals and refi's to roll in. Managing relationships is the #1 priority. This includes borrowers AND Partners. Being able to rely on a robust tool for managing those relationships is the key to out-performing the rest of the pack.

FOR MANAGERS AND RECRUITERS: This can really help to separate you from the rest. Not only are your sales teams armed with the right tools for tracking their relationships, you can recruit top talent with the tools they demand.

FOR MARKETING TEAMS: Knowing that the Sales Team is equipped to properly manage their relationships and their database, you can get even more creative and specific with marketing target content and initiatives.

PRM (Partner Relationship Management)

Top originators know that in today's competitive purchase loan climate you are only as good as your Partner Channel. Mortgage iQ helps you to link all of your mortgage leads to the right partner so that you can leverage our automated communication engine that co-brands you and your Realtor on every message.

FOR LO's AND OTHER SALES ROLES: Partner follow-up is now key to your success for 2017. Knowing your partners is part of this strategy. Use MIQ to run pipeline reports for partners or let MIQ send an automatic pipeline report alert to each of your Realtor Partners.

FOR MANAGERS, RECRUITERS: If you are playing a recruiting role, utilize the Partner Contact areas of MIQ to manage and follow-up potential partners, LO and branch recruits and more.

FOR WHOLESALE AE'S: Now you can manage and track all of your current broker relationships AND you can prospect for new partners!

FOR MARKETING TEAMS: Marketing to Partners is possibly even more critical to your success than borrowers. Leverage MIQ to target Referral Partners based on specific categories, classifications, loan performance and more.

Lead Management and Tracking

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.

FOR LO'S, AGENTS AND OTHER SALES ROLES: Rest assured you are getting your leads as fast as possible with email, text and screen-pop notifications to ensure that you don't miss them.

FOR MANAGERS: Lead Assignment, distribution and tracking can be cumbersome and overwhelming. Mortgage iQ takes the worry out of proper and equal distribution of leads to your teams. Lead routing rules can be tailored to your specific requirements for lead push and/or pull distribution models.

FOR MARKETING: Lead routing plus time is money. Knowing that not only do you have a great lead distribution system in place but that now you can automate touch marketing makes your job much easier.

Mobile Interface

Use any mobile device to quickly and easily access your database. Map the address for your appointment with your Realtor or Referral partner and quickly view their active pipeline for your meeting. Log a call to let them know you are on your way.

FOR LO's, AE's and others in the field: Imagine having access to your database any time any where in the palm of your hand. Sure alleviates the stress of making sure you "have everything" when you leave your office and go into the field to visit your borrowers, your Realtors, your Partners!

FOR IT: Knowing that data is 100% secure from any mobile device gives you peace of mind. Access via the Mobile portal abides by all of the same security protocols as the desktop access and no data ever resides locally on the device. Additionally, it's device agnostic.

Dashboards and Reporting

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

FOR LO's AND OTHER SALES TEAMS: There's nothing like a Dashboard to give you the "big picture" on how you're doing. Now you can take a quick glance and get quick metrics for performance and activities that help you to reach your goals. Any Dashboard Report can be automatically emailed to you to make it even easier.

FOR MANAGERS: Dashboards are an important tool for you to truly manage the information for your team and provides coaching opportunities where needed by identifying key metrics and comparisons to help you help your team.

FOR THE COMPANY: Implementing tailored, customized Dashboards and Reports specifically structured for the diverse needs of each department is the key to cohesive assessment of your CRM data and a driver for focused workflow structures within the organization.

Data/Workflow Integration

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. We either have the integration you are seeking or can apply our knowledge for making it happen.

FOR LO's AND OTHER SALES TEAMS: Tight integration means no duplicate data entry. It also means peace of mind that your database will be constantly updated from other sources with real-time information critical for your sales workflows and managing your pipelines. Integration with other applications can also bring immeasurable efficiency in your daily groove.

FOR MARKETING TEAMS: The importance of integration with outside lead sources cannot be underestimated. From Facebook to Zillow to the numerous Lead Providers, Mortgage iQ not only brings in the data, but can also quickly and effectively assign, distribute and notify Sales Teams and others of new lead information on a timely basis.

FOR THE COMPANY: Integration means optimization of data and resources. The end result is more with less and increased profits.

Help Guides and Training

At every step of each workflow you'll get help on how to complete an action. It's like having a tutor or trainer behind your shoulder helping you as you go.

FOR USERS: In today's culture, there seems to be an "app" for doing everything. Help Guides act like an "app" within MIQ to literally drive you through the steps for features you want to learn more about. In many cases, this app highlights where to click, when to click to get where you need to go.

FOR MANAGERS: Just knowing that your team has access "on demand" help at any time takes the burden away for ensuring that everyone is getting the support they need ongoing usage of your CRM.

FOR TRAINERS: Help Guides "help" to reinforce your training curriculum and become your assistant for providing road maps and guidance for every key workflow within your organization.

One Solution for ALL of your needs

Our clients are managing ALL facets of ALL relationships for ALL of their teams in ONE system.... Mortgage iQ.

Consolidation of data, workflow and compliance management can include the following:

External databases
Personal spreadsheets
Disparate contact databases
Retirement of single function tools that are incorporated into MIQ

Put our 25 years' experience to work for you

With over one-hundred implementations, our seasoned teams are equipped with a vast array of experience with similar business and workflow needs. We leverage this experience to identify our clients' specific challenges. Most of our team members have over 10 years' experience in CRM for the Mortgage Industry.