Audience
Companies searching for a CRM platform
About Engaged CRM
The Integration to Mortgage Source allows a seamless transfer of the data captured on your bespoke fact find into 27Tecs APIs. Once combined with all the pre existing filters 27Tec offer through their own standalone service you can benefit from the lenders, packagers, clubs and products you would expect, combined with detailed product criteria and intelligent research logic that 27Tec provides within your own CRM. Once you have your returned results you have the option to utilise 27Tecs provided documentation options, combining fact find data and that of your chosen plans in 1 click you can download Evidence of research (EOR) documents as well as a European Standardised Information Sheet (ESIS) which can be altered with your own custom fees and broker information. These documents will be stored within the CRM for access throughout the application process.
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Integrations
Company Information
Engaged
Founded: 2012
United States
engagedresource.co.uk
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Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
Support
Phone Support
Online
Engaged CRM Frequently Asked Questions
Engaged CRM Product Features
Financial CRM
Lead Management
Team Assignments
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Marketing Management
Relationship Tracking
Territory Management
Loan Servicing
Accounting Management
Auto Loans
Business Loans
Compliance Management
Construction Loans
Customer Database
Student Loans
Amortization Schedule
Application Management
Automatic Funds Distribution
Collateral Tracking
Collections Management
Fee Management
Investor Management
Loan Processing
Mortgage and Loans
Client Database
Customer Statements
Amortization Schedule
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
