Mortgage iQ CRM, the leader in Enterprise CRM for Lenders today announced an enhanced integration between Mortgage iQ CRM and LendingQB’s LOS. The combined technologies represent a significant time savings and data integrity benefit for retail and wholesale mortgage lenders.
It's a changing world. And your partners and clients are demanding that you change along with them in the ways they want to communicate and interact with you.
Messenger introduces a way to easily communicate via Text/SMS from any record within Mortgage iQ. Easily track your message threads right from a borrower or contact record. All messages sent/received are stored to history. You can even use message "templates" to save you time or even message a linked agent on a loan record!
Mortgage iQ® CRM is now integrated with Litmus® for instant email previews.
Ah, the world of email marketing..... with all of the constant changes in email client technology, sending your next email can be a shot in the dark for determining how it's actually going to look when it's received and opened.
As we all know first impressions are important. And knowing how your prospects, clients and partners see you is critical.
When you send your next email you will be at the mercy of your recipient's email client program to determine how your content is rendered. Whether it's Outlook 2016 on a Desktop PC or Gmail on a Samsung Phone it can be very challenging.
An LOS is really great for “transactions”. You enter the borrower info, fill out the 1003, pull credit, etc. What an LOS is NOT great at is all of the other things that go into building a successful business in originations.
Building Relationships and consistency in your daily groove in communications with borrowers AND partners are the key. This results in transactions…. Not the other way around!
Are you ready to crush the competition in 2018? With Mortgage iQ CRM you'll be prepared with overwhelming fire power. Your company will be faster, stronger and smarter at attracting business, managing your leads, closing more loans and recruiting more partners and top producers.