Basic CRM Functionality

The Mortgage Map CRM is a customer relationship management (CRM) system designed to help mortgage originators track all aspects of the mortgage sales cycle, from lead generation and client conversion, to mortgage planning and approval, and finally to ongoing renewal opportunities.

Some of the basic functionality of your CRM includes:

• Modules. Organize the most critical components and relationships of your business, specifically:

  • Leads, Clients, Mortgages, Lenders, Tasks, Reports, Partners and more

• Scoring, Signals, and Analytics. Automatically track the engagement of your leads and clients based on their interactions with your CRM and borrower interface. The built-in analytics also track sales volume and revenue, agent productivity and more, providing up-to-the-minute snapshots of your business health as well as comparisons over time

• Email Campaigns. Send automated, personalized, and customizable drip and nurture campaigns to your contacts, whether they're leads, clients, or partners and track their responses and engagement

• Deal origination platform integration. Automatically sync deals between the CRM and Finmo to save time from manual information entry, ensure data completeness and consistency for lender submission, and streamline the entire deal origination process.

• Brokerage Administration. Easily add, remove or edit new agents within your CRM. Customize modules, workflows, dashboards, reports, and email templates to your preference. Transfer lead, client, mortgage, and partner databases within minutes

  • New Agent CRM Setup

  • New Agent Finmo Setup

  • Lead and Partner Importation

  • Customization