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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.

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.

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

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

Audience

Companies looking for a Mortgage and Loan solution

Audience

Mortgage brokers, dental practices, legal practices, and small service businesses seeking CRM, lead follow-up, appointment booking, communications, and marketing automation.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$24.95 per user per month
Free Version Not Supported
Free Trial Supported

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

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:

Review this Software

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:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Revodoc
Founded: 2013
Canada
www.revodoc.com

Company Information

TheBigBot
United States
thebigbot.com

Alternatives

Alternatives

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AiEngage CRM

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QuickQual

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1 Solution Mortgage

Zero 1 Solution
Cavyro

Cavyro

CherryIT
Calyx Point

Calyx Point

Calyx Software

Categories

Mortgage and Loans Supported

Categories

AI CRM Supported

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

Integrations

Make Not Supported
Slack Not Supported
Stripe Not Supported
Zapier Not Supported

Integrations

Make Supported
Slack Supported
Stripe Supported
Zapier Supported
Claim Revo Mortgage Collaboration and update features and information
Claim Revo Mortgage Collaboration and update features and information
Claim TheBigBot and update features and information
Claim TheBigBot and update features and information