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features 5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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What is Mortgage Quest?

Mortgage Quest serves as a comprehensive CRM and email marketing platform tailored specifically for the mortgage sector. By offering an extensive array of industry-related content, marketing tactics, and potential leads, it enhances sales opportunities not only with existing and former clients but also through referral partners like real estate agents. The system features a weekly newsletter focused on mortgages and real estate, pre-made mortgage video emails, and customizable e-cards for holidays, birthdays, and loan anniversaries, along with numerous other content choices. Additionally, Mortgage Quest provides social media marketing services, enabling users to automatically share their content across platforms like Facebook and LinkedIn, thus expanding their reach even further. This all-in-one solution simplifies marketing efforts while bolstering engagement and connection with clients.

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.

Media

Media

Integrations Supported

Encompass

Integrations Supported

Calyx Point
Cloudvirga
Encompass
Sales Boomerang

API Availability

API Availability

Pricing Information

$45 per month
Includes weekly mortgage and real estate newsletter, holiday & birthday ecards, premade mortgage videos, and content library.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Market Focus

Date Founded

1995

Company Location

United States

Company Website

www.emarketfocus.com

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

Financial CRM

Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Client Database
Contact Management
Government Loans
Pipeline Management
Refinance Management
Residential Mortgages

Categories and Features

Financial CRM

Not specified

Mortgage and Loans

Government Loans

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