SalesExec for sales teams

Best Mortgage CRM Software for Brokers

ClickPoint's mortgage solutions boost the efficiency and performance of your loan officers through every step of the customer journey. SalesExec streamlines the mortgage sales process, to amplify profits and outshine competitors.

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Best Mortgage CRM Software for Brokers
"ClickPoint customized our mortgage CRM around our needs, allowing us to reach more prospects at critical stages of their buying journey. As a result, we increased total sales applications by 20%."
Mehdi Amini
Mehdi Amini
Owner, American Mortgage Group

Streamline Your Loan Origination

ClickPoint's mortgage lead management system offers tangible and immediate benefits by enhancing every stage of the customer journey.

Harness the power of automation in your mortgage sales with guided selling and automatically prioritize sales activities. Outbound dialing is simplified, and handling inbound calls is a breeze with intelligent tools designed specifically for the mortgage industry.

  • Guided Selling
  • Automate Sales Marketing
  • Prioritize Sales Activities
  • Outbound Dialing
  • Inbound Call Management
Streamline Your Loan Origination

Enhance Mortgage Client Engagement with Omni-Channel Communication

Enhance your loan officers' productivity with ClickPoint's omni-channel communication suite. Inbound call routing, local presence, and pre-recorded voicemail drops empower them to achieve higher contact rates. Email nurturing and SMS marketing capabilities enable comprehensive sales and marketing strategies tailored for the mortgage sector.

Enhance Mortgage Client Engagement with Omni-Channel Communication

User-Centric Dashboard for Efficient Mortgage Sales

ClickPoint's user-centric dashboard encourages a high-call-volume culture and minimizes the need for manual lead prioritization. This ensures your mortgage sales team spends time where it matters the most - engaging with prospects and closing deals.

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Generate More Applications With Proven Lead Follow Up Practices

Using ClickPoint's mortgage CRM, American Mortgage Group experienced the following benefits:

  • An increase in total applications by 20%
  • A decrease in cost per lead by 30%
  • An increase in loan officer and manager efficiency
Generate More Applications With Proven Lead Follow Up Practices

Make More Calls with Power Dialer Software

Power dialer software is a game-changer for loan officers aiming to boost their sales pipeline and close more deals. ClickPoint's power dialer automates dialing, increasing call volume and preventing manual errors.

The dialer can be tailored to prioritize qualification criteria such as credit score or loan amount. This targeted approach significantly increases conversion rates.

Use pre-set scripts to ensure that clear and uniform information is delivered to potential clients. Record and analyze calls for training and quality assurance. Analytics derived from these calls can provide insights into call patterns and identify which tactics are most effective.

Make More Calls with Power Dialer Software

Contact 40-60% More Of Your Leads with Local Presence Dialing

Improve contact rates by 40-60% with local phone numbers on caller ID. Loan officers can deliver pre-recorded voicemails with the click of a button.

  • Outbound dialing with local presence
  • Purchase any area code individually
  • The solution automatically detects which local area code to use
Contact 40-60% More Of Your Leads with Local Presence Dialing

Automate Call Routing with IVR

SalesExec's IVR enables automated interaction with callers, prequalifying and delivering them to the best agents.

Efficiently manage incoming calls ensuring that customer queries and issues are addressed promptly.

Route calls to call centers to gather data on loan amounts, credit scores, and other relevant information. This pre-qualifies leads before routing them to loan officers. This saves time and ensures that loan officers are engaging with leads that have a higher likelihood of conversion.

Automate Call Routing with IVR

Engage in More Conversations by Sending & Receiving Text SMS Messages

SMS text messages typically connect with 60% more leads than email. Create SMS templates for the entire team to ensure consistent communication. Built-in compliance features keep you aligned with regulations.

ClickPoint's mobile app means that your agents can rapidly respond to prospects - wherever they are - from their mobile devices.

Engage in More Conversations by Sending & Receiving Text SMS Messages

Effortlessly Execute 300+ Outbound Calls Daily

Loan officers can seamlessly make over 300 outbound calls per day. SalesExec intelligently prioritizes leads, determines the best matches, and offers an integrated dialing system compatible with any phone infrastructure.

Effortlessly Execute 300+ Outbound Calls Daily

Reach Customers at Just the Right Time with Automated Email Marketing Tools

Create your own emails or send email templates to increase open rates for purchase, HELOC, and refinance offers. Email templates allow you to unify your email marketing strategy and track the effectiveness of email campaigns.

  • Send email from your company email address
  • Deliver every email and track open and success rates
  • Loan officers get instant notifications when emails are opened
Reach Customers at Just the Right Time with Automated Email Marketing Tools

Elevate Beyond Traditional Mortgage CRM Software

Empower your loan officers with a single solution that effortlessly manages inbound and outbound calls, texting, email, and lead prioritization. Loan officers need to streamline to excel at what they are best at – engaging in meaningful conversations and closing loans.

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Get Leads Flowing with Simple Lead Source Integration

Fully integrated with the lead sources you love, like LendingTree, Zillow, and more. Simply map your fields and flip a switch to instantly route leads to your loan officers.

Get Leads Flowing with Simple Lead Source Integration

Highlight Achievement and Motivate Your Team with Real-Time Reporting

Scoreboards help your loan officers see where they stand with call actions, emails, and applications today, this week, and this month. Dashboards help management pinpoint underperforming lead sources, while performance reports reveal loan officer performance.

Highlight Achievement and Motivate Your Team with Real-Time Reporting

Connect the Applications that Matter and Get the Data You Need

Unlock the Power of Seamless Integration and Informed Decision-Making. With a REST API that allows mortgage companies to tap into their lead data, the integration possibilities are endless.

With SalesExec's integration with software like SoftVu and Experian, mortgage companies can create a unified ecosystem that centralizes critical data.

This facilitates a data-driven approach, empowering you to make well-informed decisions and devise strategic actions. Monitor lead performance, analyze credit data, and streamline the process. Having these tools under one roof optimizes your mortgage sales.

Connect the Applications that Matter and Get the Data You Need

Get Support from Service Representatives that Understand Your Business

ClickPoint's support team understands mortgage leads and mortgage lead management best practices, from setup to support.

Your dedicated support rep knows how to optimize your lead management system for maximum efficiency and productivity. With in-depth industry knowledge, ClickPoint tailors your account to best suit your specific needs.

ClickPoint helps you customize lead routing, streamline communication processes, and ensure compliance with industry regulations. In a rapidly evolving market, ClickPoint's support team is a valuable ally in maintaining a competitive edge.

Why do mortgage brokers need lead management software?

Mortgage brokers utilize lead management software to enhance organization and efficiency in handling potential clients. It streamlines communication, enables automated follow-ups, and offers tools for prioritizing leads, keeping brokers' focus on the most promising opportunities. Additionally, integrated analytics support data-driven decision-making, and record-keeping features ensure regulatory compliance.

Furthermore, adopting lead management software allows for faster, more polished service, improving the client experience and leading to higher conversion rates.

In the intensely competitive mortgage sector, a well-organized and adaptable framework gives brokers a competitive advantage, increasing their efficiency.

+30%

Reduction in Lead Cost with automated multi-touch prospect follow up

+66%

Average Improvement in salesperson activity with guided selling and lead prioritization

+80%

Average increase in contacted leads with text SMS vs. email

+60%

Contact rate improvement with local presence outbound dialing solution

Mortgage Lead Management Advantages

Lead Prioritization

Lead Prioritization

Prioritize leads and guide salespeople to make the next call, text, email, or schedule the next appointment.

SMS Marketing

SMS Marketing

Communicate instantly with prospects and leads via the text communication center. Create text templates with compliance and opt-out features.

Email Marketing

Email Marketing

Convert more leads with automated email, delivered at critical stages of the customer journey.

Local Presence

Local Presence

Call more leads with integrated click-to-dial, power dial, and preview dial with local presence. Purchase individual area codes and increase contact rates.

Sales Scripts

Sales Scripts

Create dynamic sales scripts to help your sales team get off the ground fast without long training periods.

Notifications & Screen Pops

Notifications & Screen Pops

Respond to new leads instantly with notification and screen pop alerts for phone calls, opened emails, text replies, and upcoming appointments.

Inbound IVR & Call Tracking

Inbound IVR & Call Tracking

Purchase local or toll-free numbers. Use them to capture and route calls from Google CPC campaigns, direct mail, billboards, or landing pages.

Scoreboards

Scoreboards

Real-time interactive sales scoreboards highlight team achievement and keep your team on track.

Mobile

Mobile

Manage your leads from anywhere with mobile lead management for both Android and IOS.

Ready To Get Started?

Integrating these cutting-edge marketing features, allows your loan officers to effortlessly tap into every opportunity with minimal manual intervention. The outcomes are self-evident. Industry giants, such as Freedom Mortgage, have trusted ClickPoint's adept lead management and sales engagement, creating a surge in lead revenue.

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Amazing support is at the heart of everything we do.

ClickPoint provides 24-hour chat support, extensive product documentation, and weekly training sessions.