Mortgage CRM Tool Enhanced With New Functionality

Posted by Michael Bates on June 20, 2017 No Comments
Categories : Residential Mortgage

CRMnow has released a new version of its Mortgage iQ CRM solution that features “improved efficiencies and an all-new look and feel.”

New functionality includes “quick action” menus that allow users to perform tasks from their pipeline list views with a single click, including logging calls, dispositioning leads, sending tailored email templates, viewing reports such as marketing track history and more.

The company says the new version also caters to the concept of “PRM” – Partner Relationship Management. Mortgage iQ CRM has been enhanced to “strengthen and cultivate” the connections and relationships among real estate agents, loan officers and lenders.

“We’ve spent the last 12 months talking to our customers and listening to their feedback on specific features and improvements that would help them to become more productive,” says Chris King, Founder and CEO of CRMnow. “We are laser-focused on delivering solutions that will actually make an impact on our clients’ success, as opposed to announcing features that are great for demos but fail to help loan officers and account executives increase business.”

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