ISOhub

ISOhub

Impact Techlab
Mortgage Quest

Mortgage Quest

Market Focus
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About

ISOhub is a purpose-built CRM platform for independent sales organizations (ISOs) and sales agents in the payment processing industry. It streamlines merchant management, sales team oversight, lead tracking, onboarding, and residual commission calculations within a single solution. The platform’s executive dashboard delivers real-time insights into processor volume, revenue, attrition, and agent performance, helping ISOs optimize operations and scale efficiently. With automated residual mapping, support ticketing, and historical revenue tracking, ISOhub reduces manual work while ensuring accuracy and transparency. Its intuitive design allows agents to manage referrals, pre-app processes, and pricing tools effortlessly. More than software, ISOhub acts as a strategic partner for ISOs looking to simplify workflows and achieve long-term growth.

About

Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

ISOhub is built for independent sales organizations and payment processing agents who need a specialized CRM to streamline merchant management, automate residual commissions, and scale their operations efficiently

Audience

Tailor-made for the mortgage industry. Commercial and residential loan officers who want to boost their sales through innovative marketing strategies can take advantage of Mortgage Quest.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$45 per month
Includes weekly mortgage and real estate newsletter, holiday & birthday ecards, premade mortgage videos, and content library.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.9 / 5
design 4.7 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I've been a client with Mortgage Quest for over 15 years and love their service. The content of their newsletter was fantastic and would set me apart from my competition due to its extremely informative content. It wasn't a rate sheet, like everyone else was sending, but an informative and pertinent economic newsletter that was full of valuable information that any borrower or real estate professional would find extremely useful. It was a way to provide my contacts with something that they could actually use and look forward to receiving. Also, the ability you have to send out automated marketing campaigns is invaluable when automating your marketing.
  • Interfaces with Encompass. You can mail or internet market to your clients using Mortgage Quest. Set up campaigns and let them run so that they work without a lot of work on your part once they are set up and you put people in the campaigns.
  • Using this program, as well as keeping the same cell phone and e-mail address means I never lose contact. This is a tough business but having the right tools like this can help make you as successful as you want to be.
  • I use weekly updates to all related parties on transactions. I build out letters for one timing that are easily accessible I keep note and email history for continuity on files I update loan statuses to keep my self and all parties on point I track and keep tabs on lead sources and viability of referral partners.
  • I have been using Mortgage Quest for more than 20 years as my main marketing platform. I have no doubt that it has been the key to my success in receiving repeat business and referrals from past clients. Mortgage Quest is very easy to use and the content of the letters are always relevant and timely. I love the fact that I can set and forget it and feel confident that I am top of mind with my clients and referral sources.

Cons

  • Nothing... I really enjoyed all of the features that this software offered.
  • I can't think of anything negative other than when you start to set up the system it can be overwhelming. You have to put together a plan and work on it a little at a time to accomplish your goal. If you do that it will pay off in the long run.
  • It's easier to solve occasional issues if you pay for the ongoing support. So I would recommend doing that.
  • No cons that i can think of... if there are issues, I work them through with developer.
  • I can't really think of anything negative. One helpful point would be to let users know when there is new content/letters so that we can take a look and decide if we wan to use them or not.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Impact Techlab
Founded: 2014
United States
theisohub.com

Company Information

Market Focus
Founded: 1995
United States
www.emarketfocus.com

Alternatives

Alternatives

Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
Surefire CRM

Surefire CRM

Top of Mind Networks
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
Unify CRM

Unify CRM

Unify
Payitiv CRM

Payitiv CRM

Payitiv

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

Encompass

Integrations

Encompass
Claim ISOhub and update features and information
Claim ISOhub and update features and information
Claim Mortgage Quest and update features and information
Claim Mortgage Quest and update features and information