Mortgage Quest

Mortgage Quest

Market Focus
Mortgage iQ

Mortgage iQ

CRMnow
+
+

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About

Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter

About

Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Tailor-made for the mortgage industry. Commercial and residential loan officers who want to boost their sales through innovative marketing strategies can take advantage of Mortgage Quest.

Audience

Mortgage lenders that need a CRM specifically built for the mortgage industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$45 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.9 / 5
design 4.7 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Market Focus
Founded: 1995
United States
www.emarketfocus.com

Company Information

CRMnow
Founded: 2005
Australia
www.mortgageiqcrm.com

Alternatives

Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
Surefire CRM

Surefire CRM

Top of Mind Networks
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
Unify CRM

Unify CRM

Unify
Unify CRM

Unify CRM

Unify
Surefire CRM

Surefire CRM

Top of Mind Networks

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

Contact Center Compliance
Encompass
Facebook
Five9
Sales Boomerang
Wufoo

Integrations

Contact Center Compliance
Encompass
Facebook
Five9
Sales Boomerang
Wufoo
Claim Mortgage Quest and update features and information
Claim Mortgage Quest and update features and information
Claim Mortgage iQ and update features and information
Claim Mortgage iQ and update features and information