The newest addition to GoCRM is our full featured Loan Application module.  Now you can quickly take an active lead, and at the press of a button jump in to the Loan Application Screen.  All data from the lead carries over to the Loan Application, and once you are finished, you can simply export the loan application to your favorite LOS through our Fannie Mae 3.2 file export.

Our new easy to use Loan Application screens break out the sections of the 1003 in to tabbed sections making it very easy to take a loan application.  The automation of the CRM system helps you manage follow-up with your clients, and with just a bit of integration you can even connect your Loan Status area to your own website or client portal.

For more information on this module and how you can get GoCRM please contact us at 866-367-1139.