Loan Officer CRM vs CX Mortgage Usage & Stats
Close More of Your Leads Automatically.
This software allows you to build automated follow up sequences using text messages, email, ringless voicemail and instant messenger messages.
Then, when your new leads respond to your messages you get them right on your phone and can reply back in real time. The system tracks your results and you get access to a conversion consultant to help you build campaigns that work.
If your business relies on closing leads into customers you need this app! We are seeing up to 45% of online leads responding back!
You can also use the system to set up automations to better communicate with your existing customers and get more of your consultations to show up to their appointments
- Apple App Store
- Free
- Utilities
Store Rank
- -
The CX Mortgage app connects Home Buyers & Realtors with Loan Officers to learn which home loan they can pre-qualify for when searching for a home to purchase. If a home buyer is pre-qualified, they can print an official Pre-Approval letter to use when placing an offer on a house.
The CX Mortgage app allows all 3 parties (home buyer, loan officer, real estate agent) to track the progress of the home loan application process as the Home Buyer meets the milestones and conditions required to get final approval.
The App allows Home Buyer to:
- Use our Mortgage Calculator to determine an exact monthly mortgage payment
- Use the Mortgage Calculator to see if you are qualified for a loan amount
- Use the Mortgage Calculator to see which home loan types you are eligible for
- Print a Pre-Approval Letter to use when making an offer on a Home
- Use the Milestones tool to track your Home Loan Application progress
- Use the Conditions tool to submit items to your Loan Officer to meet your loan qualifications
- Contact your Loan Officer or Realtor quickly and easily
The App allows Realtors (for Buyers & Sellers) to:
- Review your home buyer's financials
- Use the Calculator to determine how much of a home they can afford before scheduling a showing
- Use the Mortgage Calculator to see which home loan types they qualify for
- Use the Milestones tool to track their Home Loan Application progress
- Use the Conditions tool to track your client's progress
- Contact your Loan Officer
- Apple App Store
- Free
- Utilities
Store Rank
- -
Loan Officer CRM VS. 
CX MortgageDecember 19, 2024