Mortgage IQ
Your trusted source for mortgage solutions and tips.
Overview
Mortgage IQ is a customer relationship management software created for loan officers to manage leads, automate marketing, and leverage technology to help facilitate the loan origination process. It offers features such as lead capture, automated marketing campaigns, and integrations with various loan origination systems.
✨ Key Features
- Lead capture and management
- Automated marketing campaigns
- Client communication tracking
- Integration with loan origination systems (LOS)
- Reporting and analytics tools
🎯 Key Differentiators
- Enterprise-level features and scalability.
- Focus on customizable workflows.
- Integrations with various third-party systems.
Unique Value: Provides a robust and scalable CRM platform with the flexibility to support the complex needs of mortgage enterprises.
🎯 Use Cases (3)
✅ Best For
- Lead capture
- Automated marketing
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses outside the mortgage industry.
🏆 Alternatives
Offers more enterprise-focused features and support compared to CRMs aimed at smaller businesses.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
💰 Pricing
Free tier: NA
🔄 Similar Tools in Mortgage CRM
BNTouch Mortgage CRM
A comprehensive mortgage CRM and marketing automation platform for loan officers and mortgage compan...
Shape CRM
An AI-powered CRM that combines lead management, marketing, and sales automation for various industr...
Pipedrive
A sales-focused CRM designed to help teams visualize pipelines, track deals, and automate repetitive...
Jungo
A mortgage industry-focused CRM built on the Salesforce platform, offering specialized tools for loa...
Whiteboard CRM
A CRM specifically designed for loan officers and mortgage teams, focusing on automation and relatio...
Velocify
A sales acceleration and automation solution from ICE Mortgage Technology, designed to optimize the ...