Let The Mortgage Map be your guide
The Mortgage Map© is a proprietary Customer Relationship Management (CRM) solution tailored to the unique needs of mortgage brokers. The software is designed to streamline communication, manage relationships, and track every stage of the mortgage journey.
Ready to go Out-of-the-Box
The Mortgage Map© is an integrated and automated system that simplifies and centralizes all aspects of your mortgage business. It efficiently manages data and documents, provides workflow reminders, and prioritizes your daily tasks, giving you greater control over your mortgage business and peace of mind.
Set & Forget
Our system includes various 'set and forget' features to streamline the mortgage process, freeing up time for brokers to focus on relationships. This frees up brokers' time to focus on building and nurturing relationships with new and existing clients. Simultaneously, it offers borrowers a more personalized and transparent view of the mortgage application process – it’s a win-win.
Integrations
The Mortgage Map© is the only integrated, end-to-end operating system that handles the entire mortgage approval process.
Our CRM software is platform agnostic, making it easy to integrate with existing operating systems, databases, and platforms. Seamlessly integrated with Zoho CRM and Filogix, Scarlett and Finmo lender submission systems—no separate subscriptions, fees, or integration hassles.
Key benefits
- Pain-free integration with new and legacy systems
- Platform-agnostic for IT flexibility
- Cost-effective, reducing vendor lock-in expenses
- Complies with industry regulations
- Scalable, accommodating data and user growth
Marketing automation
The Mortgage Map© enhances communication, streamline sales and marketing processes, and methodically guides borrowers through their mortgage journey. Real-time updates keep them informed on the status of their application at every stage of the process.
No more cold leads
We've all experienced clients who go “cold” and become unresponsive during the lengthy mortgage process, which can be frustrating. Marketing automation ensures a better mortgage experience, keeping clients engaged and informed at every step of the mortgage journey.
Key benefits
- Efficient lead management and nurturing
- Improved communication with automated notifications
- Real-time updates and task alerts
- Secure document handling - eliminate document chasing, data entry, and paperwork.
- Reduce admin work and save time, so you can focus on what matters most - building relationships and closing deals.
Lead generation
The Mortgage Map© streamlines the mortgage process and helps brokers efficiently organize and nurture leads. Quick and regular follow-ups are vital to converting leads into clients.
Key benefits
- Trigger-based email notifications to prevent leads from going cold
- Automatic lead capture and management
- Easy access to lead information for personalized follow-ups
- Automated data entry integration with CRM
- Lead tracking and performance analytics
Reporting & Analytics
Proactively manage your leads The Mortgage Map© not only gives you a bird’s-eye view of your sales performance, but it monitors every client interaction along their mortgage journey, so you can track key milestones and proactively manage leads.
Unlike other reporting and analytics dashboard, ours is purposed-built and designed to track key touch points specific to the borrower's mortgage journey. It is critically important that brokers have a clear line of sight and visibility into the mortgage application process. Beyond the standard metrics like conversion rates, yearly target progress, and revenue lead source, The Mortgage Map© provides insights tailored to your unique business needs. Our highly customizable reporting and analytics dashboard ensuring you get the metrics that truly matter to your mortgage business.
Key benefits
- Customizable reporting and analytics dashboard
- Eliminate manual imports and Excel complexities
- Real-time data capture and insights for proactive lead management
- Robust security measures safeguard your data
Pricing
