With today’s competitive landscape and unpredictable business climate, now more than ever, successful mortgage companies understand the importance of leveraging information, customer relationships and maximizing the ROI from all business activities. 

That’s why successful mortgage companies invest in technology systems that drive efficiencies by connecting all staff, vendors, customers and processes together in a single, integrated solution. Plus, these systems offer an intelligent means for marketing, sales, borrower and/or broker  communications and loan processing.  The one system that has it all is called Mortgage iQ®. 

Mortgage iQ is best described as the cornerstone for business intelligence since it connects and drives all aspects of your mortgage business.   

Mortgage iQ provides an easy-to-use platform supporting company-wide access to a unified “cockpit” or console.  From this single console, every employee with a role in marketing, selling, originating, processing, or management can perform their responsibilities with speed and efficiency by utilizing a single repository of data and a holistic view of the business, customers and loans files. 

Mortgage iQ is tightly integrated with Calyx® Point®, Microsoft® SQL® and Office® including Outlook® as well as Data Trac™ Mortgage Banking software and others.   Integration with other systems can be facilitated through XML, DU® and/or SQL/DTS.

Download the appropriate PDF:

[ Retail Brochure PDF ] [ Wholesale Brochure PDF ]

Attend a free Mortgage iQ Webinar

Contact Us for more information:

Phone: (949) 330-8081

Email: info@crmnow.com

  Click here for Mortgage iQ ROI Calculator


 

Mortgage iQ offers the following features and more:

General

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CRM for Retail and/or Wholesale Lending

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Activity/Calendar Management

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Contact/Account Management

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Phone Integration (Inbound/Outbound)

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Email Integration with Outlook® or Lotus® Notes®

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Business Alerts/Notifications

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Automated Workflow

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Advanced Security

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Scalable and Customizable to fit your organization

       Marketing

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Pre-built Marketing Campaigns and ROI Analysis

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Lead Tracking/Routing

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Referral Tracking for RE Agents and/or Builders

       Sales - Retail

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Pipeline Management/Reporting

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Advanced Prequal with Loan Scenario Analysis

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Credit Integration with most popular Credit Providers

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Integration with Lead Providers (ie Lending Tree®, Lower My Bills®, NexTag® and others)

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Agent Tracking

       Sales - Wholesale

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Broker Management

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License Tracking

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Loan Pipeline Management at Broker Level

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State Licensing Tracking

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5 Pre-Built Marketing Campaigns

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Sync with PDA with Mobile CRM

       Loan Processing/Workflow

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Loan Tracking with auto-triggered conditions

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Integration with popular Loan Origination systems such as Calyx® Point® and Data Trac®

        HR

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Commission Tracking

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Employee/HR/Recruiting Management

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Great Recruiting Tool.  Use Mortgage iQ as your Secret Sauce)