Mortgage CRM Pricing & Features
Plans for Mortgage Companies of Every Size
Individual
$148
/ month
+ Activation fee $99
Record limit: 2500 records* Up to 2,500 contacts can be uploaded, managed and marketed to from your CRM at any time.
Unlimited Emails & Campaigns Send as many emails or create as many marketing campaigns as your business needs to succeed. With over 180+ pieces of premade content you’ll have no shortage of options.
Unlimited Video Marketing Whether it’s sending whitelabeled mortgage process explainer animations to first time home buyers or custom recorded loan updates to your borrowers, send unlimited videos direct from your CRM.
Text and Voice Marketing*** Our text & voice addon is included with all Individual packages (a $49/month value). With this addon you’ll be able to send automated text marketing campaigns and pre-recorded voice messages directly to your borrowers and potential borrowers phones.
Lead Conversion Marketing Platform
Digital Loan Platform
Post-Funded Follow Up Platform
Refinance Opportunities and Birthday Alerts
Detailed Features ListRecord limit: 2500 records / user* Up to 2,500 different contacts can be uploaded, managed and marketed to by each CRM user at anytime.
Unlimited Emails & Campaigns Send as many emails or create as many marketing campaigns as your business needs to succeed. With over 180+ pieces of premade content you’ll have no shortage of options.
Unlimited Video Marketing Whether it’s sending whitelabeled mortgage process explainer animations to first time home buyers or custom recorded loan updates to your borrowers, send unlimited videos direct from your CRM.
Team Collaboration
Communication Platform with Various Channels
Integrated Lead Distribution Platform
Automated Marketing Solution for Entire Mortgage Process
Rapid Team Growth Platform
Administrative Control and Reporting
Record limit: Unlimited ** Upload, manage and market to unlimited records for each CRM user at anytime.
Unlimited Emails & Campaigns Send as many emails or create as many marketing campaigns as your business needs to succeed. With over 180+ pieces of premade content you’ll have no shortage of options.
Unlimited Video Marketing Whether it’s sending whitelabeled mortgage process explainer animations to first time home buyers or custom recorded loan updates to your borrowers, send unlimited videos direct from your CRM.
Increase Business Volume
Increase Customer Satisfaction and Brand Awareness
Control Branding and Message
Control Sales and Marketing Databases
Simplify On-boarding for New Teams and Branches
Multi-Level Analytics
*If you surpass the limit of 2500 records, your account will be automatically charged additional records fee.
**Unlimited records if you use your SMTP server to send emails. Certain restrictions apply.
***Text and Voice Marketing includes 1000 texts or minutes each month. All additional texts or minutes are $0.03/text or minute.
**Unlimited records if you use your SMTP server to send emails. Certain restrictions apply.
***Text and Voice Marketing includes 1000 texts or minutes each month. All additional texts or minutes are $0.03/text or minute.
Individual up to 10K records: $165/Month
Team up to 10K records: 2-5 Users: $119/month/user, 6-50 Users: $99/month/user
Corporate (if our SMTP is used): $5/month for each additional 1000 records over 10K/user
Team up to 10K records: 2-5 Users: $119/month/user, 6-50 Users: $99/month/user
Corporate (if our SMTP is used): $5/month for each additional 1000 records over 10K/user
