Revo Mortgage CollaborationRevodoc
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Related Products
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About
Lack of comprehensive technology platform that will help your mortgage team to consistently and systematically convert more leads to sales. Losing sales opportunities from leads and pre-approvals due to missed customer follow up. No technology to handle the deal flow from lead to pre-approval to approval live deal, continuing through mortgage process and workflow, conditions and documents management, to mortgage funding and sales reporting, and after sales service all on one single platform. No available enterprise featured technology that scales and grows with your business at low cost. Revo will help you increase revenue by converting more leads to sales with advanced leads & pre-approvals management. Revo will enhance the potential customer experience with your customized contacts, relevant and timely communications that supports their buying decision with you.
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About
TheBigBot is a cloud-based CRM and marketing platform for mortgage brokers, dental and legal practices, and other service businesses. It combines contact and lead management with pipelines, forms, calendars, appointment booking, a unified communications inbox, email and SMS campaigns, and workflow automation. The platform also offers AI-assisted call answering and customer chat, review requests, reporting, and tools for re-engaging existing contacts. Businesses can use its website and funnel features alongside lead follow-up and appointment workflows. TheBigBot provides industry-focused configurations and onboarding, with examples for mortgage, dental, legal, and local service operations. A visual workflow builder supports connections to third-party services, while REST API and webhook capabilities support custom integrations. Plans are subscription-based, with communication and AI usage billed separately.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies looking for a Mortgage and Loan solution
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Audience
Mortgage brokers, dental practices, legal practices, and small service businesses seeking CRM, lead follow-up, appointment booking, communications, and marketing automation.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$24.95 per user per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$197/mo
Authority Launch is $197/month; Authority Pro is $497/month. Both have a one-time $499 setup fee and additional usage-based charges for calls, SMS, email, phone numbers, and AI. Month-to-month; cancel anytime. The separate mortgage website service starts at $97/month plus a one-time $499 setup fee, but is not used as the platform's starting price.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationRevodoc
Founded: 2013
Canada
www.revodoc.com
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Company InformationTheBigBot
United States
thebigbot.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Mortgage and Loans Features
Amortization Schedule
Not Supported
Client Database
Supported
Closing Documents
Supported
Commercial Mortgages
Not Supported
Contact Management
Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Document Management
Supported
Electronic Applications
Not Supported
Government Loans
Supported
Loan Origination
Supported
Loan Servicing
Not Supported
Pipeline Management
Supported
Pre-Qualification
Supported
Refinance Management
Not Supported
Residential Mortgages
Supported
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Integrations
Make
Not Supported
Slack
Not Supported
Stripe
Not Supported
Zapier
Not Supported
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Integrations
Make
Supported
Slack
Supported
Stripe
Supported
Zapier
Supported
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