Lead Management

• Automated Lead Import and Routing from web site or lead providers (ie Lower My Bills®, NexTag® and others)

• Criteria-based Round Robin lead assignment 

• Automated reassignment

CRM

• CRM for Retail and/or Wholesale Lending 

• Drip Marketing Campaigns

• Email Marketing

• Survey Management

• Activity/Calendar Management

• Contact/Account Management

• Phone Integration

• Presentations

• Email Integration with Outlook® or Lotus® Notes®

• Business Alerts/Notifications

• Automated Workflow

• Advanced Security

• Scalable and Customizable to fit your organization

Marketing

• Pre-built Marketing Campaigns and ROI Analysis

• Lead Tracking/Routing

• Referral Tracking for RE Agents and/or Builders

Sales - Retail

• Pipeline Management/Reporting

• Advanced Prequal with Loan Scenario Analysis

• Credit Integration with most popular Credit Providers

• Enter and store 1003 Loan Application, GFE, TIL and 1008 information

• Agent Tracking and Management

• Open House fliers

Sales - Wholesale

• Broker Management

• License Tracking

• Loan Pipeline Management at Broker Level

• Sync with PDA with Mobile CRM

Loan Processing

• Loan Tracking with auto-triggered conditions

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

HR

• Commission Tracking

• Employee/HR/Recruiting Management

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