GoCRM for Mortgage is a mortgage industry Customer Relationship Management (CRM) solution built for use by loan personnel to simply help them attract, sell, and service customers. Improving and leveraging customer interactions to shorten sales cycles, drive new revenue, achieve higher repeat business percentages as well as reducing administrative costs.

Easy-to-use, GoCRM provides your loan officers, loan processors, and managers with immediate access to the full range of customer history, stored in a single database, and made available through intuitive interfaces designed around the way they work.

Your Goals
Our Solutions
Increase lead ROI

Distribute leads automatically

Track lead progress

Improve customer contact

Replace whiteboards, sticky-notes, and rolodexes

Integrated email

Build lasting referral relationships

Full reporting

Document Library

From "anywhere" wired and wireless access

Mortgage Lead Management
Lead
Management
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Loan Pipeline Management
Pipeline
Management
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Process Management
Process
Management
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Sales Management
Sales
Management
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Mortgage Email Campaign Management
Campaign
Management
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Loan Origination System Integration
LOS
Integration
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Lead Provider Integration
Lead Provider
Integration
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Phone Integration
Phone
Integration
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Adopt best practices
More funded loans per loan officer
Repeatable business process with consistent message
Technology that is integrated with your other systems, is easy, and works the way users do
Affordable
Secure and compliant

GoCRM is flexible to adapt to your evolving business requirements - built on the SugarCRM technology base, GoCRM offers innovative ways to extend application capabilities to meet your unique requirements. Whether configured, customized, or with no modifications at all, the system can be deployed as a fully-managed on-demand hosted service, either in our datacenter or on-premise. By offering deployment flexibility GoCRM not only minimizes your total cost of ownership (TCO) today but scales to support your rapid growth in the future.

On-Demand - Fully managed, fully hosted, solution as a single-tenant application

Dedicated On-Demand - Fully managed, fully hosted, solution on your own isolated environment

Appliance - Fully managed solution but located in your own data center

As a hosted solution GoCRM not only allows you to benefit from lower upfront costs (in the form of hardware and savings on software licenses), but provides faster time-to-benefit by eliminating the need to install, configure and integrate software and supporting infrastructure. The ability to incrementally roll out solution components as and when you need them, piloting them in advance of a full-fledged production rollout, not only reduces cost and eases implementation it minimizes risk.