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Ratings and Reviews 18 Ratings
What is Cimmaron Mortgage Manager?
CRM solutions tailored for mortgage professionals come equipped with a diverse array of innovative marketing materials. You will find pre-designed drip campaigns that are immediately applicable, alongside two monthly newsletters designed to engage clients and referral partners effectively. Two-way text messaging enhances your communication with contacts, fostering stronger relationships. Cimmaron provides numerous ready-to-use eCards suitable for various occasions, ranging from birthdays to significant holidays. Additionally, you can create and distribute videos as part of your email marketing strategy. Co-branding in your marketing efforts is made effortless, allowing for collaborative branding opportunities. Performance tracking is simplified through metrics such as open rates, conversions, and click-through rates. A single user has the capability to oversee marketing efforts for an entire branch or even a larger organization. The software seamlessly integrates with all leading lead providers, predictive dialers, and other essential tools. You can establish custom business rules to streamline lead distribution and ensure the right leads reach the right people. Automated lead delivery notifications keep you informed on both desktop and mobile devices, while you can also set up shark tanks to automatically reallocate leads based on their response times. This comprehensive approach not only enhances efficiency but also maximizes the potential for business growth.
What is Centrex Software?
Our robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
Integrations Supported
Actum Processing
Calyx Point
Cloudvirga
Decision Logic
Encompass
Gmail
Microsoft 365
Plaid
Sales Boomerang
SendGrid
Integrations Supported
Actum Processing
Calyx Point
Cloudvirga
Decision Logic
Encompass
Gmail
Microsoft 365
Plaid
Sales Boomerang
SendGrid
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Cimmaron Software, Inc.
Date Founded
1999
Company Location
San Diego, CA, United States
Company Website
www.cimmaronsoftware.com
Company Facts
Organization Name
Centrex Software
Date Founded
2015
Company Location
United States
Company Website
www.centrexsoftware.com
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages