Top 5 Of Mobile Apps To Simplify The Mortgage For Loan Officers

Choosing the best and most appropriate mortgage mobile application can be a tough nut to crack for loan officers.

A good mortgage application is one that helps to automate and streamline workflow and work processes for loan officers. A good mortgage application helps to simplify daily tasks such as customer service processes, sales, and marketing for loan officers.

But looking at the best mortgage mobile applications, they do more than just simplify, streamline, or automate daily tasks. They go a step further to provide loan officers with opportunities to identify and track new leads, and they also boost lead conversion rates for loan officers.

In today's mortgage industry, the customer database of loan officers is more complicated than ever imagined. Loan officers need to keep track of a lot of mortgage data.

So, you may be asking, what mobile mortgage app will be appropriate for your organization?

Finding the right mortgage application can be an interesting challenge for loan officers because it is critical to the success of loan officers and their teams. In this post, we'll let you in on everything you need to know about the best mortgage applications, and what to look out for when you need one for your organization.

But first, let us take a look at the meaning of a mobile mortgage application.

What is a Mortgage Mobile App?

A mobile app for loan officers is a mortgage CRM specifically designed to understand, manage, simplify, and automate daily, time-consuming mortgage processes and tasks for loan officers.

It also helps to adequately and effectively manage both new and existing customers, provide good customer service relations that inform customers, and keeps them aware of the latest trends in the lending process.

It streamlines daily marketing tasks performed by loan officers, which includes; following up on realtors, closed clients, partners, clients in the pipeline as well as simplifying the process of converting leads and prospects.

Features Of A Good Mobile Mortgage Application

How did we come up with the best mortgage applications? Here are the features we analyzed carefully.

Price: A good mortgage app has a reasonable cost per user, including costs for an upgrade to add more users, integration fees, and onboarding.
Contact Management: Offers features you can use to effectively edit, link, and manage contacts through email notifications, calls, etc.
Loan pipeline organization: A good mortgage app simplifies the process of tracking and viewing loan applications.
Automation: Provides opportunities for the automation of basic lead generation, lead nurturing, and follow-up tasks.
Integrations: A good mortgage application integrates well with platforms that are related to the mortgage industry, such as loan origination software (LOS) and point-of-sale software (POS).
Ease of use: A good mortgage software is one that has a friendly user-interface, and that is easy to set up.
Customer Support: The best mortgage application offers prompt ongoing customer support.

Now that you know the basic elements you can use to identify good mortgage software, now, let us dive into the meat of this article. Let us examine five (5) of the best mortgage apps.

Best Mortgage Apps

#1 Jungo

Jungo is unarguably one of the best mortgage applications for mortgage brokers. If you have a huge database of clients to manage, Jungo is the ideal mortgage application you should consider. Jungo offers an all-in-one solution that ticks all the right boxes for truly top-notch mortgage software.

Jungo comes with the Salesforce license because it was created on the Salesforce platform. Jungo has the following features;

You get access to a lot of mortgage email templates with its automated email marketing campaign feature.
Get access to leads from Zillow, Lending Tree, and Trulia.
It can integrate with other industry-related platforms like BombBomb, Mortgage Coach EDGE, Floify, Optimal Blue, LOS systems, etc.
Keep track of your contacts on the go with the mobile app.
Effective document management, contact management, workflow automation, and many more.

#2 Whiteboard Mortgage CRM

If you're looking for a mortgage application that is pocket-friendly yet powerful, then you should consider going for Whiteboard.

Whiteboard is the ideal application you can use to meet all your mortgage business needs. The high point of this software is its mortgage playbook; this playbook has hundreds of templates, marketing automation campaigns, and calls scripts. Whiteboard has the following features;

Marketing and workflow automation made possible with the mortgage playbook.
It can integrate with lead generation platforms like LendingTree, Zillow, etc.
Has both iOS and Android mobile apps
Integrates with LendingQB and Fannie Mae,
Team-based, two-way texting
Loan process management and LOS integrations.
It has a centralized dashboard for effective data analysis and reporting.

#3 Surefire CRM

SureFire is a top of the line, user-focused mortgage application. SureFire is known for its robust integration capabilities, it integrates with over 1000 apps, and with this feature, SureFire is a step ahead of the competition. One notable feature of SureFire is that it is used to create personalized marketing content to target different segments.

Loan officers can as well use translation and localization writing services review like Best Writers Online and Online Writers Rating to create personalized content in the local language of their target audience.

Another notable feature of SureFire software is its video marketing capabilities. When customers reach a specific milestone in the loan process, a video is automatically sent to them to keep them informed. SureFire has the following features;

You get access to a lot of mortgage email templates with its automated email marketing campaign feature.
Dynamic videos.
Keep track of your contacts on the go with the mobile app.
Alert/notification system for effective database management
Integration with 1003 industry-related applications.
Get access to personalized marketing content.
It has effective contact management and workflow automation.

#4 Velocify by EllieMae

Velocify LoanEngage mortgage application adopts a science-based approach for lead generation and conversion. With its unified dashboard, loan officers get access to relevant information such as the performance of lead sources, the interaction of borrowers, interest trends, and so on.

Velocify LoanEngage software integrates with Salesforce to further simplify and automate the sales process. It is ideal for mortgage agencies who process a considerable number of leads daily. Velocify LoanEngage software has the following features;

Unified dashboard for sales and marketing
Data analytics and pipeline reporting.
It offers intelligent workflow and sales automation.
Integrates with Mortgage Coach
Automated communication tools, etc.

#5 Shape Software

The Shape mortgage app is one of the leading mortgage CRM in the industry today. Its efforts in lead generation, customer retention as well as marketing and sales automation capabilities are the high points of this top of the line software. Shape Software has the following features;

Automated text and email marketing drip campaign system
Documents storage.
It integrates well with MailChimp, e-signature solutions, Zillow, etc.
Team chat for secure communication between members of the same team.
Multi-channel communication
It has Android and iOS mobile apps.
Integrates with LOS platforms like LendingQB, Calyx, Encompass

In Closing

The importance of high-quality mortgage applications for streamlining the task of loan officers cannot be over-emphasized. One vital task that mortgage apps perform is that it helps loan officers to organize and keep their customers, contacts, prospects, and referral partners in one central location.

This can only mean that loan officers will be able to save a lot of time and overhead costs that would have been expended on daily, time-consuming tasks.