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What is Sphere?

Sphere acts as an all-encompassing CRM and business management solution tailored for real estate professionals, allowing them to define goals, manage transactions, nurture client relationships, and build a strong referral network from one centralized platform. In just a few minutes, agents can develop a comprehensive annual business plan and track essential sales metrics on a daily, weekly, and monthly basis. The system includes extensive contact profiles that capture client details, sources of referrals, performance ratings, interaction histories, communication records, emails, reminders for birthdays and home purchase anniversaries, notes, pertinent documents, and custom tags, all supported by advanced filtering and bulk actions for targeted outreach. Sphere also smartly creates and updates timelines for transactions, monitors the journey from initial interest to finalization, assigns tasks and deadlines, organizes necessary documents, records expenses, and keeps clients, team members, escrow agents, and other involved parties updated throughout the entire process. This integration of diverse functionalities not only helps agents work more efficiently but also significantly improves the quality of service they provide to their clients. By leveraging Sphere's capabilities, real estate agents can focus more on building relationships and closing deals rather than getting bogged down by administrative tasks.

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.

Media

Media

Integrations Supported

Apple Calendar
Google Calendar
Google Cloud Platform
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Zapier

Integrations Supported

Encompass

API Availability

Has API

API Availability

Pricing Information

$10 per month
Free Version

Pricing Information

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

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Webinars
Online Training

Company Facts

Organization Name

Sphere

Company Location

United States

Company Website

www.usesphere.com

Company Facts

Organization Name

Market Focus

Date Founded

1995

Company Location

United States

Company Website

www.emarketfocus.com

Categories and Features

Real Estate

Not specified

Real Estate Agency

Not specified

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

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