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Pulse Mortgage CRM

Name: Pulse Mortgage CRM
Rating: 4.5 (2 reviews)

By focusIT, Inc

1091 Interested

Highlights : About Pulse Mortgage CRM

Automated Loan Status

Innovative Marketing

Custom Pipeline Reporting

Lead Management

Easy to Follow Checklists

About Pulse Mortgage CRM

Pulse CRM is a Customer Relationship Management solution specifically for the mortgage industry. The solution is cloud-based and OS agnostic. It delivered through a browser-based dashboard, so provides updated information on clients. Pulse offers functionality in marketing automation, sales automation, customer service and support, web self-service, channel management, customer analytics and product configuration. It integrates with Calyx PointCentral, DMD DataTrac, MS Outlook and Exchange. It suitable for smaller to mid-sized mortgage companies looking for a subscription-based option. FocusIT provides templates for emails and task lists to get which can be customized according to the needs.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Automated Loan Status

The alerts on Pulse take the guessing (and remembering) game out of updating customers and realtors on where they are in their borrowing process.

Innovative Marketing

People respond to people. Simply setup done-for-you marketing with email campaigns that are generated once Pulse syncs with your LOS.

Custom Pipeline Reporting

Finally ditch those spreadsheets + use our customizable pipelines to keep your team up to date on all current happenings.

Lead Management

Add leads directly into your LOS with personalized lead intake forms and LO landing pages.

Easy to Follow Checklists

Keep your team on track with automatic workflows triggered by loan type, funding date or team member.

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