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Mortgage CRM Sales System for Loan Officers

You need more than a CRM or marketing tool. You need a better Sales System. Close More Loans, Beat Your Competition and Grow Your Business in 30 Minutes per Day.

mortgage crm
  • Convert more leads and never lose a deal due to lack of follow-up. Use automated marketing campaigns to send personalized videos, emails and text messages.
  • Generate more referrals and business from your database. Stay in front of clients and referral partners and benefit from the lifetime value of your clients.
  • Create your own automated marketing campaigns or use our extensive library of built-in content. Includes MBS dashboard, loan comparison software, marketing flyers and daily market updates.
  • Work remotely while maintaining personal privacy. We assign you a "Business Mobile Number" with a local area code that’s used for phone calls and SMS text messages from our mobile app and desktop application.
  • Use our dashboards and mobile app to stay organized and be more efficient so you can build relationships outside the office and meet more clients.
  • Get faster responses during sales follow-up or when requesting documents or information. Text messages have five times more engagement vs. emails.
  • Save time and collaborate with your team by quickly completing or assigning action items on-the-go.
  • Beat your competition and expand your reach. Co-brand your marketing with real estate agents, financial advisors and other strategic partners.
  • Includes access to the CMPS Certification Course, the Financial StorySelling Course and The StorySeller community with a private social network, top producer best practices, a 30-day jumpstart and weekly sales workouts that you can complete in 30 minutes per day.

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"Momentifi has been like my personal assistant. From the easy to use phone application, texting features, drip campaigns, data analytics, and much more. Momentifi has taken my business and organizational skills to the next level!"

Aaron German
— Aaron German

What if I already have a CRM?

Are you using it every day to drive sales, beat your competition and grow your business? If you’re happy with your current CRM or your company’s CRM, that’s awesome. Stick with it. In that case, check out the other aspects of our membership, including The StorySeller community. If you’re not happy with your CRM, give our CRM a test-drive and see if you like it better.

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mortgage crm
mortgage crm

What if my company already pays for my CRM?

Are you self-generating your own business or is your company feeding you all your business? If you self-generate your own business, why not pay for whatever system helps you do what you want to do. It’s your paycheck at the end of the day, why leave it in someone else’s hands?

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What about compliance?

Momentifi is SOC 2 certified, and we’ve met all the vendor management requirements of the strictest banks and financial institutions. If your company doesn’t have an enterprise account with us or isn’t interested in speaking with us about an enterprise account, simply don’t load your company’s data into our system. Check out your employment agreement, and clarify what data is yours, and what data is not.

If you are self-generating your own business, the names and email addresses of at least your referral partners should be 100% yours. If your company won’t let you load up your own self-generated list of clients or referral partners into our system, see if you find some value in the other aspects of our membership, including The StorySeller community.

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mortgage crm