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Mortgage CRM and Lead Management - GoCRM

GoCRM™ is a Mortgage Lead Management, Mortgage CRM solution built on the Sugar CRM Professional and Community Edition (Open Source) platform.  Our Mortgage Lead Management solution provides the most comprehensive and affordable survival tools for mortgage originators today.  GoCRM Mortgage lead management is tightly coupled with integrated partners like Calyx Point ®, and lead providers like LowerMyBills and Low.com.  GoCRM  Mortgage lead management is an essential component for not only surviving in today’s ultra-competitive market but growing and emerging even stronger and more profitable.

GoCRM can be provided as an on-demand solution in our datacenter with subscription based pricing, or you can purchase GoCRM through a one-time licensing fee and deploy on your own SugarCRM Professional or Community Edition instance at the datacenter of your choice, even in your own office.  If you deploy GoCRM on your own servers, you will also be able to take advantage of a tremendous global network of SugarCRM and Open Source developers to modify and enhance GoCRM and SugarCRM as you wish.  

GoCRM for Mortgage scales cost effectively as the business grows, and by providing multiple deployment options, the ability to customize as you wish, and with future new/improved features included we guarantee continued access to best-in-class functionality.

Improve productivity as comprehensive lead management, borrower and partner management, together with full activity planning allows loan officers to proactively keep on top of communication with prospects and borrowers.

Increase sales management control through full reporting and user-definable workflow that provide management insight into the status of open loans and activities of individual loan officers.

Market more effectively as targeted, multi-channel, campaigns deliver the right message to the right person at the right time.

Overview of GoCRM (Mortgage CRM) Functionality
 

 









© Mortgage Lead Management, Mortgage CRM - GoCRM 2005