CRMnow releases Portal iQ; a Website Content Management System fully integrated
with Mortgage iQ CRM
Combined offering helps Lenders collaborate with partners and borrowers via
custom websites
Aliso
Viejo, Ca. August 10th, 2010 -
CRMnow, the leader in Foundational CRM
for lenders today announced a new product offering called Portal iQ™ a
powerful Website Content Management System (CMS) that integrates CRMnow’s
Mortgage iQ®
platform with a lender’s website.
The combined technologies provide a ground-breaking level of collaboration
between originators, borrowers and partners.
In a world where everything needs to be not only “right” but also “right now,”
how are you going to deliver important information to your customer and keep
them engaged for the 20-60 day sales-cycle of a typical loan? How are you going
to interact with every borrower that hits your website? How are you going to be
sure that your “hot leads” are getting followed up on and how can you easily
co-market with your partners in a powerful and meaningful way?
According to Chris King, CEO of CRMnow,
“If
your websites are not integrated with your CRM system or if they do not allow
you to easily and automatically interact with your borrowers, then you are
missing a huge opportunity to keep your customer engaged during the loan
cycle... and you are probably losing customers. Today’s borrower wants to fill
out a loan application securely on line and a modern lender wants that data to
automatically download to a robust CRM system in real time”
Portal iQ is a full featured website offering for the Corporate Entity as well
as Branches and Loan Officers. Portal iQ includes a robust Content Management
System (CMS) that allows users to make on-the-fly content changes without
waiting for a “web master” to help them. And most importantly Portal iQ has a
secure full loan application integrated with the Mortgage iQ CRM system complete
with built in alerts to loan officers, borrowers and partners.
Jeff May, President of Cherry Creek Mortgage
stated “We started with a new Portal iQ
Corporate website and followed up with Branch and Loan Officer websites as well
as a custom recruiting website. All of these sites are fully customizable and
integrated with our Mortgage iQ platform branded internally as ClientKeeper. The
immediate payback was astounding. Our Loan Officers love the website loan
application that immediately updates their CRM system and borrowers especially
appreciate the upload/download of documents feature and real-time Loan Status
directly from Relay™ our Loan Origination System. It is saving us all a lot of
time and allowing us to easily accept, service and process a lot more
applications.”
About CRMnow and
Mortgage iQ:
Mortgage iQ is the only true CRM system built specifically for the mortgage
industry. Mortgage iQ streamlines lead management, provides strong sales force
and marketing automation including credit analysis, loan scenario and debt
consolidation analysis, loan application and Good Faith Estimate input.
It then completes the workflow with loan pipeline tracking and automated
condition triggers as well as integration with back-end lending systems such as
Calyx®
Point®,
Relay™
from Blueberry Systems™
and Del Mar Data Trac®.
CRMnow is a leading provider of CRM application software and consulting
services, enabling its clients to sell, market and service customers across all
business roles and processes. CRMnow is a top Business Partner for SalesLogix
(its CRM engine of choice) and has over 20 years combined experience in
providing CRM technology along with equal years experience in mortgage. Note to
Editors: CRMnow, Portal iQ and Mortgage iQ are trademarks of King Technology
Group, LLC. All other product and company names mentioned are the property of
their respective owners and are mentioned for identification purposes only. For
more information about Portal iQ and Mortgage iQ, please visit
www.crmnow.com
Contacts:
For CRMnow
Aliso Viejo, Ca 92656
Contact: Karyn King
(949) 330-8080
For Cherry Creek
Greenwood Village, CO 80111
www.CherryCreekMortgage.com
Contact: Gary Windfield
(303)226-8834
gwindfield@ccmclending.com