Mortgage CRM
Your Loan Officers Can Trust

Automate your marketing, convert more leads + stay top of the mind with your borrowers and partners using one simple Mortgage CRM.

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Mortgage CRM - feature image

TRANSFORMING SALES FOR 1000+ businesses WORLDWIDE

Mortgage Management CRM - Logos

Enable your Loan Officers to bring in more business everyday

Reduce customer acquisition and ownership costs + connect all your teams securely

 Mortgage CRM - sales productivity

Sales Productivity

  • Lead Distribution
  • Sales Automation Designer
  • Guided Actions
  • Task Manager
  • Upsell/Cross-sell Engine
 Mortgage CRM - market visibility

Marketing Visibility

  • Lead Scoring
  • Automated Email Drips
  • Borrower Journey Builder
  • Email/Website Tracking
  • Landing Page Designer
 Referral Management - Mortgage CRM

Referral Management

  • Referral Partner Portal
  • Co-Marketing Campaigns
  • Referral Source Tracking
  • Partner Activity Scores
  • Automated Updates

Integrate all your core systems into one powerful solution

LeadSquared integrates with all leading software and services,  be it your Loan Origination System, productivity tools, Credit Scoring Service or any other custom internal tools.

Mortgage CRM - One Solution

Mortgage CRM - ApplicationPortal

Manage loan application
with a branded digital portal

LeadSquared’s secure mortgage point-of-sale portal provides a web-based access point for your borrowers to interact with their loan right from application through clear-to-close.

Borrowers can easily complete a mortgage application, upload supporting documentation, eSign disclosures, and monitor the status of their loan — in a single, easy-to-use location.

Build and test all-purpose automations without IT Support

LeadSquared’s proprietary workflow designer lets you build engagement automations with a drag-n-drop editor

Mortgage CRM - Automation

Build compliant and long-lasting Referral Relationships

Keep the referrals coming by enabling compliant co-marketing while keeping referral partners in the loop at every stage in the borrowing process. Give loan officers better visibility into which sources are performing so they can make better decisions.

Mortgage CRM - CompliantRelationships

Mortgage CRM - Call Center

Manage your end-to-end call center operations

Capture your leads, both online and offline, and route them instantly to your internal call center reps. Distribute the leads in a round-robin manner by location, the products they are interested in, lead sources, the language they speak, agent performance, availability, and much more.

Build a highly productive field workforce

LeadSquared automatically plans your agents’ day, including meetings in order of priority, best routes to follow, goals for the day, and more. Increase your team’s productivity by auto-identifying possible meetings in their proximity.

Mortgage CRM - Agent Activity

Complete performance reports for your teams, agents and more

Reduce borrower acquisition costs and increase operational efficiency

Rated as the best CRM software by reputed sources

rated best healthcare crm software

Create your free LeadSquared account

15 days free trial. No credit card required.

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