Customer Portal
Sales Management
Marketing
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Web Site Management |
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Loan Application Integration |
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Portal/Document Management |
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Lead/Customer Management |
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Borrower Management |
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Partner/Recruiting Management |
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Email/Print Marketing |
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Click thru/Opt-in/Opt-out Tracking |
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Survey Management |
"We wanted our websites to be integrated with our CRM system rather than our LOS.
We implemented Portal iQ and are now 50% more efficient in managing loan applications.
The built in alerts and Customer Portal features are a big hit with our Loan Officers and our Customers."
John Fearon
CEO and President
Fearon Financial LLC
"I’m impressed by the level of flexibility and functionality that the system provides for the price point. I have better access to more data than I did with our custom CRM we spent millions of dollars on at Ameriquest.
Could Mortgage iQ have replaced what we had at Ameriquest and improved it? Maybe . . . Probably"
Kevin Morefield
EVP Marketing
Prospect Mortgage
"Since implementing eMiQ, our
marketing is much more streamlined. Our ability to
manage our email marketing campaigns, opt-ins/outs and
newsletters all hinges on the power of eMiQ to
automatically track everything.
Additionally, we use eMiQ to automatically send a personalized email from the President of Cherry Creek Mortgage upon the closing of a loan that includes a link to a satisfaction survey designed using eMiQ. Answers are instantly imported into our database and attached directly to each loan for reporting.
The survey adds a nice touch toward enhancing our relationships with borrowers and partners and their customer experience with us."
VP Marketing
Cherry Creek Mortgage