Simply the Best Mortgage CRM
Unleash the true potential of your lending business with the industry-leading mortgage CRM solution. Our advanced CRM system is designed to revolutionize your lead management, borrower engagement, and team collaboration.
Whether you’re a seasoned loan officer, a dynamic mortgage broker, or an integral part of a lending team, our customer relationship management software caters to your unique needs and exceeds your loftiest expectations.
CRM Made For Mortgage Brokers
Tailored Features
Our mortgage CRM is built with features that cater specifically to the needs of mortgage professionals. It is designed to handle the intricacies of lead management, borrower engagement, and loan processing unique to the lending industry.
Compliance & Regulation Management
The mortgage industry is subject to strict regulations and compliance requirements. Our lending CRM is equipped with features that help you stay compliant, ensuring that borrower information is handled securely and that processes adhere to industry regulations.
Integrated LOS Support
Our mortgage CRM integrates easily with popular loan origination systems like Encompass®. This integration streamlines data transfer, eliminates duplicate data entry, and ensures a cohesive workflow between systems.
Expert Support and Training
ATI offers industry-specific expertise, training, and support. Our teams understand the unique challenges of the mortgage business and can guide you through optimizing the CRM for your operations.
CRM Features: Empower Your Lending Business
Lead Conversation & Tracking:
Effortlessly capture and monitor all client interactions through email and SMS channels. Seamlessly keep tabs on every touchpoint to ensure every opportunity is noticed.
Efficient Lead Capturing:
We've got you covered from several distinct sources to bulk uploads via CSV and integration with Zapier and open APIs. Our lead-capturing capabilities are as diverse as your lead-generation strategies.
Dynamic Lead Management:
Experience the flexibility to manage leads in bulk, automate processes, or manually organize them. Your leads are valuable assets; our system helps you keep them organized and accessible.
Automated Lead Routing:
Say goodbye to manual lead assignments. Our mortgage software automatically assigns incoming leads to the right team members based on your predefined criteria.
Seamless Integrations:
Already integrated with Encompass®, we boast extensive experience with various loan origination systems. Our flexibility ensures that you can seamlessly integrate with your preferred tools.
Smart Automation:
Level-1 automation is just the beginning. Tailor automation to your needs, reducing manual tasks and freeing your team to focus on what truly matters.
Task Management & Checklists:
Stay on top of prospects' needs with our task management and checklist features. Monitor progress, ensure timely follow-ups, and enhance your team's efficiency.
On-the-Go Flexibility:
Access our CRM features and data anytime, anywhere, through our responsive web interface. Your business doesn't stop, and neither should your access to critical information.
Comprehensive Leads Pipeline:
Visualize your leads and borrowers at a glance. Apply targeted filters, assign leads to loan officers, and add new leads effortlessly.
Detailed Borrower Information:
Customize borrower profiles with fields that matter to you. Create and track tasks within checklists to ensure every interaction is well-documented.
Note-taking made easy:
Stay organized with a dedicated notes section with timestamps and user tags, helping you track all key developments.
Tailored Scenarios for Borrowers:
Craft multiple scenarios for borrowers, giving them calculated results for informed decision-making. Compare loan options with ease.
Effortless Communication:
Send text messages directly to borrowers and keep a comprehensive communication history in one place.
Transforming Businesses in Different Domains
Manage Groups & Users:
Effortlessly maintain a bird's-eye view of your teams. Organize users into groups for streamlined collaboration. Seamlessly add new users to the system, assigning them defined roles that align with their responsibilities. This ensures efficient delegation and clear accountability.
Status Updates:
Customize workflow statuses to mirror your specific business processes. Whether it's "Lead Contacted," "Loan Application Submitted," or any other stage in your pipeline, tailor the system's status options to match your workflow and enhance clarity.
Rule-based Automation:
Harness the power of automation to optimize your operations. Create rules that trigger actions based on specific events. For instance, when a new borrower is added, automate an initial email to welcome them. Define these rule-based workflows to save time and maintain consistency across interactions.
Email & SMS Templates:
Simplify communication with predefined email and SMS templates. Use them as-is or customize them to match your brand's voice. Personalize messages by incorporating borrower-specific details and dynamic parameters. Attach essential documents to emails directly from the system, streamlining communication.
Fee Templates:
Stay in control of your fee structures effortlessly. Set up and manage fee templates that cater to different loan types, purposes, and geographic regions. This flexibility ensures accurate and consistent fee calculation, reducing errors and enhancing borrower trust.
Lead Routing:
upercharge lead distribution using intelligent lead routing. Establish predefined criteria such as lead source, state, and loan type. Incoming leads are automatically assigned to the most suitable team members. With integrations and CSV import, you have the tools to manage lead influx efficiently.
Checklist Management:
Tailor task management to different loan types with checklist management. Create task templates for specific scenarios, streamlining the loan application and approval process. Ensure that every step is accounted for, improving efficiency and borrower satisfaction.
Effortless Onboarding:
Welcome new team members seamlessly. Add users to specific groups and assign them roles based on their responsibilities. This feature streamlines onboarding and ensures users have appropriate access and permissions.
Comprehensive History:
Stay on top of every action taken within the system. The comprehensive history feature clearly records interactions, tasks completed, and milestones achieved.
Timely Notifications:
Set up alerts to inform your team about upcoming task deadlines or project changes, ensuring nothing falls through the cracks
Looking For Something Else?
A Mortgage CRM, or Customer Relationship Management system, is a specialized software designed to streamline lead management, borrower interactions, and team collaboration in the lending industry. It helps mortgage professionals manage leads, automate tasks, track interactions, and enhance the borrower experience.
ATI’s mortgage CRM software is the best on the market, customized for individual loan officers, mortgage brokers, and lending teams of all sizes. Its flexible features cater to the unique needs of individuals and collaborative teams alike.
Our CRM solution for mortgage lenders offers easy integration with various Loan Origination Systems(LOS), including Encompass®. Additionally, our system is designed to work with tools like Zapier and open APIs, ensuring a seamless integration experience.
Our intelligent customer relationship management system automates lead assignments by analyzing predefined criteria, such as lead source, state, and loan type. This ensures incoming leads are automatically distributed to the most suitable team members.
Our mortgage CRM system features a responsive web interface, granting you access to critical information and functionalities on the go. Your ability to manage leads, engage borrowers, and collaborate with your team remains uninterrupted.
Our CRM offers smart automation that can be customized to your lending business needs. From sending welcome emails to borrowers when they join to triggering follow-ups based on specific events, our automation capabilities help streamline your processes and save time.
If there’s anything else you’d like to know, feel free to reach out.
