Learn more about the companies, products, and solutions that can help you.

  • Since early 2013, Easy Mortgage Apps has been the leading digital mortgage platform for borrowers, loan officers, and real estate agents. The innovative, easy-to-integrate and deploy native mortgage app creates a true lending ecosystem, allowing for a transparent mortgage approval process from searching for homes to closing.

  • Say goodbye to legacy systems that slow you down and embrace the future of mortgage origination. inflooens, mortgage technology bolstered by Salesforce, is the ultimate solution for lenders, offering the next-gen CRM, POS, and Loan Process Automation platform. With smart lead management, an intuitive user interface, and automated tasking and tracking, lenders experience increased efficiency, engagement, and improved loan origination. Additional benefits include AI underwriting, automated closing, and OCR functionality, ensuring a seamless and streamlined process.

  • Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in Lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, SMS text messaging, email, direct mail and customer monitoring.

  • 4 in 5 mortgage customers go to a new lender for their next loan. MonitorBase is the leader in borrower retention technology in the mortgage industry.

    MonitorBase specializes in borrower retention for mortgage lenders, banks, credit unions, and brokers. Their Borrower Retention System offers predictive scenarios and alerts to help lenders engage with borrowers effectively. With features like SoftPull instant credit checks and integrated CRM solutions, MonitorBase helps lenders retain customers and optimize their mortgage processes to maximize retention and minimize runoff costs.

  • Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, we are the only CRM marrying cutting-edge technology with personalized "white glove" service—crafting success through understanding, customization, and proactive support. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success.

  • Revaluate provides actionable insights creating more efficient and effective client acquisition. Revaluate segments lists and databases for marketers by propensity to move. The award winning third party validated accuracy is the best in the industry at identifying people who are likely to move in the next six months. Marketers use this refined and targeted data to greatly increase the efficiency of their campaigns.

  • ThinkAidium is a business consulting firm that helps companies optimize their marketing, sales, and operations strategies. They offer expertise in areas such as customer experience, digital marketing, sales automation, and data analytics to drive growth and improve business performance.

  • Aircall specializes in call center solutions, benefiting mortgage lenders with flexible call routing and analytics. Their platform optimizes communication, allowing lenders to serve clients effectively.

  • Bee Mortgage App helps streamline the mortgage process with its intuitive platform. From loan applications to document collection, stay seamlessly integrated with your loan operating system. Increase engagement through automated push notifications and customize your client's experience.

  • Big Purple Dot is a real estate CRM and transaction management platform that helps agents and brokers streamline their business processes. It offers features such as contact management, lead generation tools, workflow automation, and transaction tracking to enhance productivity and organize real estate transactions effectively.

  • BNTouch is a mortgage CRM and marketing automation platform designed for lenders and mortgage professionals. It offers features for lead management, email marketing, customer relationship management, and business intelligence, helping mortgage professionals enhance customer relationships and drive business growth.

  • Bonzo is a CRM and marketing automation platform designed for sales and marketing professionals. It enables users to create personalized video messages, automate follow-ups, and improve customer engagement. Bonzo enhances communication and helps businesses connect with prospects and customers on a personal level.

  • Calendly is a versatile appointment scheduling platform, ideal for mortgage lenders. It syncs with your calendar, eliminates back-and-forth emails, automates reminders, and allows clients to book appointments with ease. It simplifies scheduling and improves client relations, increasing efficiency for mortgage lenders.

  • Candid is a collaborative CRM software designed for professional services firms. It offers a centralized platform for managing client relationships, tracking projects, and streamlining communication within the organization. Candid aims to improve efficiency, productivity, and client satisfaction for service-based businesses.

  • CardTapp empowers loan officers with a personalized digital business card, enabling them to share their application link, contact information, social media links, and more. Increase visibility, generate leads, and stay connected with borrowers and realtors through the customizable mobile app.

  • delivers innovative call center solutions for mortgage lenders. Their platform ensures efficient communication and collaboration, helping lenders streamline operations and provide excellent service.

  • Cimmaron Software offers a variety of software solutions for different industries. It provides custom software development, mobile app development, web-based software solutions, and more. Cimmaron Software focuses on delivering tailored software solutions to meet the unique needs of businesses and help them achieve their goals.

  • Clever is a mortgage fintech company assisting lenders with their innovative real estate referral platform. They connect homebuyers and sellers with top-rated real estate agents, enhancing the home buying experience.

  • Convoso specializes in call center solutions, benefiting mortgage lenders with lead management and analytics. Their platform optimizes client interactions, helping lenders excel in the mortgage industry.

  • Dialpad's call center solution is tailored for mortgage lenders, simplifying communications with advanced features like voice AI. It enhances efficiency and client satisfaction through intelligent automation.