Mortgage CRM that Integrates with a variety of lending marketing platforms and applications
Stay in sync with your Lead Providers
Seamlessly manage your lead workflow and tracking by utilizing our full integration with a variety of platforms. Each vendor can be configured to determine rules for lead assignment (i.e. round robin, weighted, shotgun, etc.) in addition to more specific criteria such as state licensing, daily lead count caps and/or other tailored configurations. Lead Provider integrations include Affiliate Media Network, Bankrate, Best Rate Referrals, Bills.com, Bold Leads, Comergence, DoublePositive, Experian, Free Rate Update, GotConsumer, LeadPoint, LeadPops, LeadsBridge, LeadPress, Lending Manager, LendingTree, LinkedIn, Loanbright, LoanFuel, LowerMyBills, QuinStreet, ResourceMarketingCorp, SuitedConnector, WebMax, Wisdom Companies and Zillow.
Extensive bi-synchronous integration of data to/from your LOS including Borrower, property loan and milestone status information allows for real-time reporting and marketing to your clients and partners. Current integrations include Ellie Mae Encompass and Lending QB. Limited integration is also available with ReverseVision.
Exchange Link/Calendar Integration
Simultaneous updating of Meetings, Activities and outbound/inbound emails between Exchange/Outlook and Mortgage iQ for seamless access and management of your calendar and email information for borrowers and partners. Additional Calendar integration is available via Booking.com and Calendly.