Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
Visual VisitorAI Sales Representative - Your Future Sales Agent May Not Be Human at All Transform your engaged website visitors into sales-ready leads without dedicating even a single working hour. Using our cutting-edge WebID + Person identification technology, we target the most engaged visitors on your site, focusing on those who can provide the greatest value to your sales initiatives. - Comprehensive Prospect Information: We collect 40 essential data points for each prospect, including their first name, last name, email address, and more. - Engaged Yet Unidentified: These prospects are actively researching online but haven't yet interacted with your sales team. - Key Position in the Sales Funnel: These visitors are well into your sales funnel, spending significant time on your crucial 'buying pages' while remaining anonymous, making them prime candidates for conversion into appointments. - AI-Powered Engagement: Our AI Sales Rep adeptly identifies and engages these visitors, encouraging them to show interest in your offerings. This entire process is automated, allowing your sales team to focus solely on the leads that are most likely to convert—your accessible opportunities. By harnessing AI, you can seamlessly convert your website visitors into leads that are ready for meetings, all while enhancing efficiency in your sales process.
-
D&B HooversD&B Hoovers helps sales, marketing, and revenue teams find better opportunities, engage buyers more effectively, and accelerate revenue growth. By combining trusted company and contact intelligence with buyer intent data, website engagement insights, business triggers, and AI-powered recommendations, D&B Hoovers helps organizations focus on the opportunities that matter most. Â Teams use D&B Hoovers to discover new prospects, identify decision-makers, prioritize target accounts, and create more meaningful customer conversations. The platform provides a complete view of companies and buying signals, helping users understand who to engage, when to engage, and why an opportunity deserves attention. Â Backed by the Dun & Bradstreet Data Cloud, D&B Hoovers delivers trusted business intelligence across millions of companies and contacts worldwide. Users can leverage advanced prospecting tools, account insights, market intelligence, and real-time business events to support more informed sales and marketing strategies. Â By reducing manual research, improving account prioritization, and helping organizations act on buying signals faster, D&B Hoovers enables teams to increase productivity, improve pipeline quality, and drive more predictable revenue outcomes.
-
ExtoleExtole is the enterprise offer management platform powering personalized incentive programs at scale for B2C brands. Highly configurable and AI-accessible, Extole is structured to fit seamlessly into every team’s agentic workflow. Marketers build intelligent offer programs that motivate action throughout the customer lifecycle; product teams embed them into digital experiences to maximize app growth; and developers extend them via APIs, SDKs, and partner integrations to enable customizability. Behind every offer, Extole combines real-time audience and event data with enterprise-grade infrastructure that ensures every reward is delivered securely, accurately, and reliably. Leading brands across retail, financial services, telecommunications, and home services trust Extole to power referral, loyalty, promotional, lifecycle, and reward-for-action programs. Build your next offer program with Extole.
-
LendingPadLendingPad is an enterprise-grade, cloud-based loan origination solution (LOS) crafted to advance mortgage lending for banks, credit unions, brokers, and lenders. Developed by seasoned mortgage experts, the system prioritizes rapid processing, transparency, and intuitive usability—empowering teams to expedite closings and enhance the borrower journey. This platform brings together essential workflows, streamlines repetitive processes, and upholds compliance using a robust, API-centric design. By minimizing operational slowdowns and making daily tasks easier, LendingPad lets mortgage professionals dedicate more time to client service rather than administrative duties. Its adaptable framework supports institutions of any size in responding swiftly to shifts in the market, regulatory updates, and new business strategies.
-
GWIEvery year, we engage with over a million people across the globe through comprehensive surveys, allowing companies to quickly understand shifting consumer behaviors. Our intuitive platform is specifically designed for busy teams, making it easy to extract vital data, perform tailored analyses, and share findings effortlessly. You can pinpoint your target audience using an extensive array of over 250,000 profiling metrics. By employing question charts, you can delve into the feelings, thoughts, and behaviors of your consumers. Aggregate your data and visual representations to develop a persuasive narrative for your team. Integrate various data points to achieve thorough analysis and enrich your insights. Gain unmatched understanding of consumer behavior by utilizing survey results that reflect the views, interests, and actions of billions worldwide. We consistently ask the same questions in diverse regions, providing both localized insights and a comprehensive global outlook. Uncover genuine consumer perceptions of your brand and its rivals, along with critical information about market leaders and their positions within the industry. This all-encompassing strategy empowers businesses to adeptly navigate the intricate landscape of consumer perception while staying ahead of the competition. Ultimately, staying informed about consumer sentiment will help guide future marketing strategies and product development.
-
D&B ConnectMaximizing the value of your first-party data is essential for success. D&B Connect offers a customizable master data management solution that is self-service and capable of scaling to meet your needs. With D&B Connect's suite of products, you can break down data silos and unify your information into one cohesive platform. Our extensive database, featuring hundreds of millions of records, allows for the enhancement, cleansing, and benchmarking of your data assets. This results in a unified source of truth that enables teams to make informed business decisions with confidence. When you utilize reliable data, you pave the way for growth while minimizing risks. A robust data foundation empowers your sales and marketing teams to effectively align territories by providing a comprehensive overview of account relationships. This not only reduces internal conflicts and misunderstandings stemming from inadequate or flawed data but also enhances segmentation and targeting efforts. Furthermore, it leads to improved personalization and the quality of leads generated from marketing efforts, ultimately boosting the accuracy of reporting and return on investment analysis as well. By integrating trusted data, your organization can position itself for sustainable success and strategic growth.
-
FirstPromoterOne platform for affiliate, influencer, and referral programs. Plug in your billing, define how commissions work, and be live before the day ends. We connect directly to Stripe, Paddle, Chargebee, Recurly, and Braintree, so every billing event reaches your program as it happens. Each upgrade, downgrade, renewal, refund, and cancellation recalculates the commission behind it. Payouts never drift from revenue. For paying promoters, choose fully managed payouts or bulk transfers through PayPal and Wise. We collect W-9/W-8BEN forms before funds move and attach an invoice to every payout, so the paperwork side of the program largely runs itself. Promoters track links, coupon codes, and earnings from a dashboard under your brand. Behind it, you hold 18-point reporting, commission structures from flat fee to multi-tier, fraud detection, and broadcast email across your promoter base. Try it free for 14 days. No credit card required.
-
Mortgage AutomatorMortgage Automator gives private and hard money lenders across the US and Canada a single platform to run their entire lending operation, from the first loan application to final payoff. Instead of piecing together spreadsheets, email, and disconnected software, teams manage origination, underwriting, servicing, and fund reporting in one place. The platform handles the repetitive work that eats up staff time: generating commitment letters, loan agreements, and discharges on demand, calculating interest and payments automatically, and keeping deals moving through a customizable pipeline. Borrowers, brokers, and investors each get their own branded portal for secure, real-time access to statements and updates, cutting down on status-check emails and phone calls. Lenders managing outside capital also get dedicated fund management tools to track investor positions and generate clear reporting, which helps build trust with the people funding their loans. Because workflows adapt to different loan types and deal volumes, lending teams can take on more business without a proportional increase in headcount, backed by onboarding and support built specifically for private and hard money lenders.
-
CharityTrackerReduce the time spent sorting through piles of documents and focus more on assisting your clients. With CharityTracker, you can access client files from any location, offering not just secure storage but also an efficient and integrated approach to enhance your case management process. Implementing CharityTracker is straightforward and budget-friendly, allowing you to experience the rapid setup of its cloud-hosted solution. You’ll soon appreciate the elegantly designed interface that gets you operational in no time. This cloud-based software, compliant with HIPAA regulations, is user-friendly and tailored for nonprofits of all sizes. There are no setup costs, hidden charges, or binding contracts, so you have the freedom to cancel whenever you choose! Our solution is crafted to save time and securely streamline your case management processes, enabling you to record notes, create reports, collaborate effectively, set objectives, evaluate outcomes, make referrals, and demonstrate your impact with comprehensive reports for your funders. We are already making a difference in thousands of communities! Schedule a complimentary demo to see how it works. With pricing beginning at just $20 per month per user, it’s an opportunity you won't want to miss.
-
CrankWheelCrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives. Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.
What is TrustStar?
Market Intelligence technology gathers, organizes, and presents vital insights specifically designed for your NMLS, empowering mortgage professionals to boost their productivity. By utilizing your Personalized Data, we can identify potential referral partners, facilitating effective networking and the development of new connections. Embrace a data-driven strategy that distinguishes you within the mortgage industry. Discover and engage with new real estate agents in your vicinity while creating a focused engagement funnel for prospective referral partners. While building relationships with new referral sources may require significant effort, TrustStar simplifies this endeavor by allowing you to concentrate on essential metrics such as loan volume and available listings, ultimately formulating a dynamic referral list to optimize your prospecting efforts. By harnessing the capabilities of TrustStar, you position yourself to respond swiftly to real-time data that impacts your business, granting you a competitive edge in your industry. Unlock fresh revenue streams and opportunities through actionable insights and the latest trends, as TrustStar guarantees that you receive timely alerts about the most crucial information for your success. This all-encompassing strategy not only improves your networking skills but also promotes lasting growth in your professional connections, ensuring a robust foundation for future endeavors. Ultimately, with TrustStar, you can navigate the complexities of the market with confidence and clarity.
What is Mortgage iQ?
Mortgage iQ stands out as an intuitive, intelligent, and comprehensive tool that significantly boosts your business performance. Tailored for Retail, Wholesale/Correspondent, and Consumer Direct Lenders, it provides essential Mortgage CRM, Lead Management, and Marketing solutions that fully cater to your requirements. Our powerful CRM platform is equipped with features to benefit all departments within your company. By improving your operational efficiency, Mortgage iQ empowers you to focus on the vital relationships that are key to achieving success, utilizing advanced list management functionalities. Rely on Mortgage iQ to streamline your interactions; our committed team is ready to assist you in establishing target-specific touchpoint campaigns or "tracks" for borrowers, transactions, Realtors, and other important connections in your business ecosystem. With our user-friendly Template Editor, crafting impressive templates for various communication needs—be it drip campaigns, mass outreach, or individual messages—becomes a breeze. The interest from top originators is evident; why not take advantage of the benefits that Mortgage iQ offers? Elevate your business and witness the remarkable changes that come from engaging with a platform specifically designed for your growth and success. Let Mortgage iQ be the catalyst that transforms your approach to client and partner relationships.
Integrations Supported
Integrations Supported
Contact Center Compliance
Facebook
Five9
Sales Boomerang
Wufoo
API Availability
API Availability
Pricing Information
$49.99 per month
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
On-Site Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
TrustStar
Company Location
United States
Company Website
www.truststar.ai/
Company Facts
Organization Name
CRMnow
Date Founded
2005
Company Location
Australia
Company Website
www.mortgageiqcrm.com
Categories and Features
Market Intelligence
Not specified
Categories and Features
CRM
Not specified
Financial CRM
Not specified