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Richie provides a website, a CRM, negotiates with lenders (we have 100+ on the platform), finds the best loan options, and does all paperwork for broker's clients. Loan brokers do what they love - sell and promote.
Loan brokers do what they love - sell and promote, make a commission, we take little percent from their commission.
Good for: - accountants, lawyers can have an extra gig - sales companies can become loan brokers in 1 day - existing brokers can move to all-online process - banks and lenders can use us for declined customers
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Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.
It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!
Keep up the great work!
All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.
Based on our record, Pipedrive seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 1 year ago
Pipedrive → our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: about 2 years ago
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