Audience

Mortgage lenders that need a CRM specifically built for the mortgage industry

About Mortgage iQ

Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you.

Integrations

Ratings/Reviews

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Company Information

CRMnow
Founded: 2005
Australia
www.mortgageiqcrm.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Support
Phone Support
Online

Mortgage iQ Frequently Asked Questions

Q: What kinds of users and organization types does Mortgage iQ work with?
Q: What languages does Mortgage iQ support in their product?
Q: What kind of support options does Mortgage iQ offer?
Q: What other applications or services does Mortgage iQ integrate with?
Q: What type of training does Mortgage iQ provide?

Mortgage iQ Product Features

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Financial CRM

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

Mortgage iQ Additional Categories