Features

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Unified

UNIFIED.

A single and simplified interface built on Microsoft.

-Native Outlook integration
-Daily activities managed in one place
-Native Mobile experience
-Contact Management from lead to close to nurture
-Capture Borrower tags and activities
-Mobile-responsive and interactive customer presentations
-Create multiple loan scenarios quickly for side-by-side comparison


Integrated

INTEGRATED.

Seamless integrations to key applications - designed only for the mortgage industry.

-MISMO Credit
-AUS
-Loan Pricing
-Two-way LOS integration
-Home valuation
-Call Telephony interface
-Lead Feed - Zillow, Free Rate Update, LendingTree


Smarketing

SMARKETING.

Noun. Definition: SMART Marketing with persona-driven campaigns and templates.

-Omni-Channel and multi-channel – Retail, Consumer Direct, Builder, Servicing
-Persona-driven campaign and nurture content
-Loan level data marketing campaigns – lead, nurture, prequal, loan-in-process, close, post-close
-Industry-only SMART marketing engine
-Predictive and prescriptive based on customer interaction
-Lead pull-through ratio, per closed loan marketing cost analysis

The only made-for-mortgage CRM platform built on the Microsoft technologies you already trust and rely on.

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Mortgage365 Lending has rebranded and moved to Finify.com

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