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Mortgage iQ Version 7
Mortgage iQ is now better than ever. Check out the
newest features and capabilities (in bold):
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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Separate database for lead list purchase and
management |
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Easy-to-use data import Wizard |
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New
Pre-built Marketing
Campaigns for Retail and Wholesale |
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Centralized Marketing Record |
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Lead
Tracking/Routing |
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Referral
Tracking for RE Agents and/or Builders |
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Blast
Email Marketing and Survey Management/Tracking |
Sales - Retail
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New
Activity Management Look and Feel with customizable
windows |
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Pipeline
Management/Reporting |
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Advanced
Prequal with Loan Scenarios and Debt Consolidation Analysis |
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Credit
Integration with most popular Credit Providers |
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Enter
and store 1003 Loan Application, GFE, TIL and 1008
information |
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Print
Forms 1003, GFE and TIL* |
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APR
Calculation* |
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Integration
with Lead Providers (ie Lending Tree®, Lower My
Bills®, NexTag® and others) |
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Agent
Tracking |
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New
Pipeline Reporting |
Sales - Wholesale
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Broker
Management |
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Enhanced Broker Profile with pull through ratio
analysis |
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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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Pre-Built Marketing Campaigns |
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Sync
with PDA via Mobile CRM |
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New
Pipeline Reporting |
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® |
Management/HR
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Commission
Tracking |
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Profitability Analysis |
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Employee/HR/Recruiting
Management |
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Great
Recruiting Tool. Use Mortgage iQ as your
Secret Sauce for recruiting top producers |
* Requires APR Calc Module sold
separately
Note: Above features may
require purchase of optional modules. Consult with
your CRMnow representative for pricing options
Mortgage iQ
and the Mortgage iQ logo are registered trademarks of CRMnow
Sage
Software, the Sage Software logos, and the Sage Software
product and service names mentioned herein are registered
trademarks or trademarks of Sage Software, Inc., or its
affiliated entities. All other trademarks are property
of their respective owners.
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