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Redtail CRM VS DocMagic

Compare Redtail CRM VS DocMagic and see what are their differences

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Redtail CRM logo Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.

DocMagic logo DocMagic

DocMagic is a web-based platform that is used to digitalize your mortgage and payment process by offering you tools that are easy to use and simple.
  • Redtail CRM Landing page
    Landing page //
    2021-09-26
  • DocMagic Landing page
    Landing page //
    2022-07-28

Redtail CRM videos

+ Add

Day-to-Day Habits: Using the Redtail CRM Daily

DocMagic videos

+ Add

Total eClose by DocMagic - End-to-End eClosing Solution

More videos:

  • Tutorial - How to Use DocMagic Integration in LendingPad LOS?

Category Popularity

0-100% (relative to Redtail CRM and DocMagic)

Redtail CRM

DocMagic

Business & Commerce
100 100%
Business & Commerce
0% 0
Finance
28 28%
Finance
72% 72
CRM
100 100%
CRM
0% 0
Fintech
0 0%
Fintech
100% 100

User comments

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What are some alternatives?

When comparing Redtail CRM and DocMagic, you can also consider the following products

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

MBS Highway - MBS Highway is a web-based loan or mortgage management software solution that allows you to connect all your parties and stakeholders and helps you to complete the process quickly.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Qualia - Qualia empowers organizations to deliver seamless consumer experiences across all devices, from intent to conversion.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

The Mortgage Office - The Mortgage Office is a web-based loan serving platform that allows you to automate your loan process and close the loan deals quickly.

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