MLO Shift
MLO Shift revolutionizes financial customer relationship management by integrating with ActiveCampaign, empowering users to effortlessly manage 2,500 contacts with real-time follow-ups via email, text, and voice messages. Its intuitive landing page builder, automated loan pipelines, and access to an extensive video course library streamline processes, ensuring mortgage professionals maximize efficiency and lead conversion.
Top MLO Shift Alternatives
Market Quest For Insurance
Market Quest serves as an intuitive database marketing and customer management software designed to enhance sales performance.
Intralinks DealCentre
Intralinks DealCentre is an AI-enabled Financial CRM platform that revolutionizes secure collaboration in global dealmaking.
Account
Designed for financial institutions, this innovative SaaS loan processing platform transforms digital experiences and enhances the mortgage process with an integrated LOS.
NMI Merchant Relationship Management
The NMI Merchant Relationship Management platform empowers businesses to streamline their payment processes with an all-in-one solution.
Junxure Cloud
This CRM solution empowers firms to streamline client management with robust activity tracking and a dynamic workflow engine.
MeridianLink Engage
MeridianLink Engage empowers financial institutions to navigate digital transformation with a robust marketing automation platform.
SatuitCRM
Its configurable application streamlines operations, boosts compliance, and minimizes risk while facilitating client engagement...
Intapp DealCloud
Enhanced with AI, the platform provides real-time insights, automated workflows, and tailored content generation, enabling...
Wealthbox
Its intuitive drag-and-drop interface allows users to build and manage their pipeline, while seamless email...
CoreTrac
By offering a centralized 360° client view, it enhances relationship-building and enables personalized communications...
SmartOffice
Its innovative marketing approach emphasizes leveraging client relationships over mere data...
AdvisorEngine
It streamlines client onboarding, automates billing, and enhances reporting, all while facilitating investment philosophy implementation...
Salesforce Financial Services Cloud
This platform empowers organizations to automate processes, personalize client experiences, and streamline operations...
AdvisorEngine CRM
With advanced activity tracking, customizable data management, and an intuitive dashboard, it transforms complex information...
Redtail CRM
With its user-friendly integration into existing financial services software, it eliminates redundant data entry...
Top MLO Shift Features
- ActiveCampaign integration
- 2
- 500 contact capacity
- Custom landing page creation
- Comprehensive video course library
- Automated lead follow-up
- Referral tracking system
- Click 'n drag loan pipeline
- Milestone notifications
- Live office hours support
- Private Facebook community
- Ongoing training resources
- 1 MLO user + 4 staff
- Email autoresponder with tracking
- Drag & drop email designer
- Task automation features
- Custom user permissions
- Unlimited email sending
- Slybroadcast voicemail integration
- Mobile app access
- Future discounts and promotions
Top MLO Shift Alternatives
- Market Quest For Insurance
- Intralinks DealCentre
- Account
- NMI Merchant Relationship Management
- Junxure Cloud
- MeridianLink Engage
- SatuitCRM
- Intapp DealCloud
- Wealthbox
- CoreTrac
- SmartOffice
- AdvisorEngine
- Salesforce Financial Services Cloud
- AdvisorEngine CRM
- Redtail CRM
