Velocify by EllieMae
Jungo
Whiteboard Mortgage CRM
Shape Software
Pipedrive
LeadSquared
Insightly
Copper
Surefire CRM
Whiteboard Mortgage CRM
Jungo
Shape Software
Pipedrive
Insightly
LeadSquared
Zoho CRM
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.
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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.
Jungo - CRM for Loan Officers
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.
Shape Software - Shape CRM helps you manage your business on one easy to use platform.
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.
LeadSquared - Sales and marketing automation software for businesses that sell to directly to consumers using offline, online, phone or field sales.
Insightly - Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide