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
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Intralinks DealCentre is an AI-enabled Financial CRM platform that revolutionizes secure collaboration in global dealmaking.
Account
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Intapp DealCloud
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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
