Skip links
The Mortgage Map

Why you need a mortgage CRM?

In the fast-paced world of mortgages, a CRM is your secret weapon. It streamlines the management and nurturing of client relationships, organizes information, and boosts visibility into the mortgage process. This not only ensures a positive borrower experience but also sets the stage for increased referrals. In this competitive industry, a CRM isn't just an advantage—it's good business sense.

Unlock your brokerage potential

Lead and Referral Management

Capture, track, and nurture leads efficiently.

Better Follow-Up

Ensure timely communication and updates for borrowers.

Efficiency and Productivity

Automate tasks for smoother processes and more time for building relationships.

Streamlined Operations

Increase efficiency to handle more clients and close deals faster.

Client Retention

Exceptional service and follow-ups for repeat business and referrals.

Compliance and Security

Ensure regulatory adherence for borrower trust.

Reporting and Analytics

Unlock insights for strategic decisions and marketing effectiveness and gauge your office productivity at a glance

Effective Marketing Tools

Craft and execute campaigns to keep clients engaged and attract new leads

Scalability

Grow confidently with CRM that adapts to your expanding business.

The ultimate
client-friendly
mortgage experience

The Mortgage Map© was developed by seasoned mortgage brokers and is uniquely tailored to the mortgage journey. Our vision is simple: to deliver the most client-friendly mortgage experience possible – full stop. Unlike other out-of-the-box CRM solutions, our deep understanding of the mortgage process is directly integrated into our proprietary software. This customer-centric approach ensures that we address real pain points for your clients, delivering the most positive borrowing experience imaginable.

The broker advantage

• Easy to use
• Proactive lead management with real-time updates
• Time-saving automation for administrative tasks, emails, and documents
• Close more deals, more often

Empowered borrowers

• Stay engaged as they’re guided through every mortgage stage
• Stress-free borrower experience
• Constant updates on application status
• Faster loan approvals

The market's most advanced all-in-one mortgage software

• Tailored for Mortgage Brokers: Our Domain Expertise
• User-Centric Design for Borrowers and Brokers
• Real-World Insights for Up-to-Date Compliance
• Competitive Advantage: Streamlined Operations and Enhanced Customer Service

Our secret sauce – We Keep It Simple

• No confusing industry jargon. We tell it how it is.
• User-friendly design simplifies CRM navigation and reduces learning curve.
• Fully integrated so you only work with one system to manage your deals from end to end
• Proprietary visual interface engages borrowers at every stage of the mortgage journey .

How CRM software benefits mortgage brokers (FAQs)

REGULATORY COMPLIANCE

Our CRM system enhances efficiency, reduces oversight, and helps brokers adhere to regulatory requirements.

Principal Broker Supervision

  • Ensure regulatory compliance and oversee agents' conduct.
  • Monitor employee certifications and training.
  • Dashboards for high-level transaction views; granular record-level views with timelines and audit logs.

Complaint Handling

  • Streamline complaint management with productivity tools.
  • Accessible mortgage files for efficient investigation.
  • Record and track client communications within the CRM.

Record Keeping

  • Mortgage and borrower records, automated compliance checks in the CRM.
  • Future integration with cloud storage for organized document storage.
  • Set up alerts for deadlines and automate compliance processes.

Consumer Protection

  • Borrower transparency and education through the portal.
  • 'Credit Summary' and 'Mortgage Feedback' document suitability assessments, crucial for private mortgages and addressing regulatory concerns like those identified by FSRA.

NAVIGATING COMPLIANCE EFFORTLESSLY
On average, brokers spend ≈40% of their time on compliance-focused activities.
Which include:
13%
Ensuring brokerage compliance with regulations
10%
Supporting brokers/agents with their mortgage transactions
8%
Training brokers/agents
4%
Liaising with regulatory bodies
2%
Compliant handling and resolution
The Mortgage Map© streamlines broker processes , ensuring regulatory compliance in the mortgage industry. It optimizes time, maintains accurate data, facilitates proper documentation, and adheres to regulations, minimizing the risk of non-compliance and penalties.