MortgageCEO

MortgageCEO provides an all-in-one mortgage CRM and marketing platform. Our flagship CRM and marketing platform is used by mid-market and enterprise mortgage companies and banks. MortgageCEO is delivered as a software-as-a-service (SaaS) and is easy to deploy with no software to install. Some of the key features include: CRM & LEAD MANAGEMENT - Manage contacts throughout entire company - Automatically aggregate and distribute leads from 3rd parties - Robust lead distribution rules - Predictive Dialer - Robust reporting & lead tracking - Call capture - Social CRM features - Customizable API MORTGAGE WEBSITES - Multi-tiered website platform (corp, branch, LO, landing pages, referral partners) - Secure 1003, Pre-Qual, POS - Dynamic Content to Drive Traffic - Financial / Mortgage Calculators - Real Estate Center - Rate Tracker Tools - Social Media Integration - Seamless integrates with CRM and Email Campaigns - Customizable with Content Management System EMAIL MARKETING - Customizable Drip Campaigns - Email Template Library with HTML Editor - Data driven Email Marketing Campaigns - Email Reporting (opens, clicks, response rates, etc.) REFERRAL MARKETING - RealtyConnect (agent websites, property websites, CRM, email marketing) - EmployeeConnect (employee/mortgage benefit portals) - B2B Marketing INTEGRATIONS - Loan Origination Software (LOS) - Pricing Engines - Mortgage Lead Companies