Top of Mind is recognized as the mortgage industry's most relied upon provider of marketing automation, customer relationship management, and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.
Surefire CRM's answer:
Surefire is used by the largest banks, credit unions and IMBs as well as their independent branches and individual loan officers.
I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Whiteboard Mortgage CRM - Get Top Producer results with Whiteboard Mortgage CRM. Pre-loaded out-of-the-box solution. Go from spreadsheets to pipeline lead tracking.
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Jungo - CRM for Loan Officers
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
Shape Software - Shape CRM helps you manage your business on one easy to use platform.