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Ratings and Reviews 0 Ratings
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What is MORTGAGESIMPLIFY?
Optimize your loan process from the very first interaction to the ultimate approval by integrating seamlessly with existing LOS platforms like Encompass and CALYX. Boost your operational efficiency by conserving valuable time and gaining immediate access to essential information in real-time. Strengthen your competitive position in the market by leveraging unique tools that distinguish you from others. Remain ahead of your competitors with accessible marketing resources tailored for your needs. Obtain a clear view of all your key performance indicators at various levels, including loan officers, branches, and the company as a whole, through customizable daily, weekly, or monthly reports. Experience an easy setup and configuration process that allows for the smooth synchronization of lead, loan, and partner data across systems such as Encompass. Streamline lead distribution based on specific business rules or current workload capacity. Manage partner information, communications, and marketing campaigns with ease. Launch and oversee campaigns using user-friendly templates and group functionalities that simplify the process. Monitor leads effectively by tracking their activities and updates within a single, centralized dashboard. Automate notifications for borrowers, realtors, and loan officers at every stage of the loan process through a variety of triggers, keeping all parties informed and engaged throughout. By adopting these innovative strategies, you can transform your loan processing journey and achieve superior outcomes for your business, ensuring that you not only meet but exceed client expectations.
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.
Integrations Supported
Calyx Point
Cloudvirga
Encompass
Encompass
Sales Boomerang
Integrations Supported
Calyx Point
Cloudvirga
Encompass
Encompass
Sales Boomerang
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
Techniecode
Company Location
United States
Company Website
www.techniecode.com/mortgage-simplify
Company Facts
Organization Name
Cimmaron Software, Inc.
Date Founded
1999
Company Location
San Diego, CA, United States
Company Website
www.cimmaronsoftware.com
Categories and Features
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
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