Engaged CRM
Engaged CRM seamlessly integrates with top-tier sourcing solutions like Twenty7Tec's Mortgage Source and iPipeline's Solution Builder, offering dynamic real-time data access. Users can tailor reports to focus on key business metrics, enabling swift decision-making. The customizable dashboard caters to various management levels, ensuring everyone stays informed with instant performance updates.
Top Engaged CRM Alternatives
Rabbet
Designed for real estate professionals, Rabbet streamlines project finance management by centralizing documents and data.
Financial Information Automation
Financial Information Automation offers advanced AI agents tailored for loan-related tasks, enhancing efficiency and accuracy in processes like borrower pre-qualification, document processing, and risk assessment.
Cloudsquare Lend
Designed for alternative business lenders, this innovative loan management software enhances operational efficiency through its Salesforce-native platform.
Credee
Flexible financing options empower businesses to enhance customer satisfaction without the burden of credit checks.
Construction Lending For Windows
Construction Lending for Windows (CL4W) offers a tailored project management and fund control solution specifically designed for construction lenders.
Lending & Leasing as a Service (LLaaS)
Lending & Leasing as a Service (LLaaS) offers a sophisticated loan servicing software designed to streamline financial operations for Principal Investors and Private Equity firms.
CashTrax
It provides a summarized view of data, including reconciliation statuses and age breaks, along with...
LienTracker Online
This cloud-based platform offers a user-friendly interface to manage multiple projects while ensuring compliance with...
Canopy
It automates tailored communications, tracks ledger changes in real-time, and unifies loan tapes with collateral...
LoanXpert
Its proprietary workflow engine automates processes, enabling financial institutions to centralize loan covenants, enhance risk...
AFSVision
It automates deal support throughout the syndication lifecycle, enhances reporting capabilities, and offers self-paced training...
MORSERVw
Enhanced for user-friendliness and efficiency, it supports essential functions like Amortization Schedule Preparation, Investor Reporting...
HDS Loan Servicing System
It facilitates seamless tracking of essential loan data—including borrower details, property information, and funding sources—while...
ZimpleMoney
Tailored plans cater to diverse needs, enabling seamless management of seller notes and automated servicing...
Contract Collection System
It features a customizable Internet Inquiry Interface for 24/7 loan access, an efficient email service...
Top Engaged CRM Features
- Real-time data updates
- Customizable report generation
- Integrated with Mortgage Source
- Seamless data transfer
- Bespoke fact find integration
- Intelligent research logic
- EOR document generation
- ESIS document customization
- Dashboard tailored for roles
- Snapshot performance reporting
- Up-to-the-minute business insights
- Avoid end-of-day data lag
- Multi-level access dashboard
- Comprehensive lender database access
- Streamlined application document storage
- Enhanced user interface design
- Collaborative team functionality
- Detailed product criteria filters
- Efficient application process tracking
- Centralized data management
