What to look for in a mortgage CRM

The best mortgage CRM allows you to build lasting relationships with your customers and create smooth mortgage and loan processes and workflows. These top-notch CRMs have several features that make it easy for brokers to track and manage the percentage of returning customers for data-driven decision-making. These features may include:

  • Automations to save time and limit repetitive work so you can focus on what matters
  • Integrations that keep all of the management tools you already use within your CRM
  • Views that let you visualize data and the deal process in different ways
  • Dashboards to simplify client-based decision-making using real-time insights
  • monday.com has all the capabilities of a mortgage CRM, plus even more.

    Our fully customizable, user-friendly platform lets you handle all your work in one place. Start creating your CRM system from ready-made templates or easily tailor any pipeline, workflow, and process to drive real business impact. Here's what you'll get on monday.com:
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    Total flexibility

    Customize your CRM to work for you, without needing help from developers. Edit columns to track and manage multi-channel marketing, loan pipelines, communication with clients and prospects, and more. Tailor our CRM for mortgage brokers to your exact business model and client's needs with just a few clicks.
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    Intuitive interface

    Our drag and drop functionality and visual boards make it easy to create workflows, see where loans stand, and get things done. See all of the details you need to close prospects on one board for easy pipeline management. Build your CRM with one of our pre-made templates or easily start from scratch.
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    Robust automations

    Focus on engaging and retaining customers instead of repetitive processes that slow you down. Use our automatic reminders to automatically organize contact information, send automated emails for follow ups, tell a referral partner of an assigned lender or broker, stay notified of important dates, plus other time savers.
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    Multiple views

    Visualize to-dos, updates, pipelines, and other data however you want. monday.com offers views such as: Calendar, Gantt chart, Kanban board, Timeline, Chart, Map and more. For instance, use the Table view and filter by interest rate and date of purchase or the Gantt view to see payments spread out over a given time period.
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    Display your important information in one place with custom dashboards. Increase visibility into loan trends, product, loan officer, and more. Run reports from a high-level view of your operations down to the details. Use to the Chart Widget to track leads and show the number of loans each broker completed.
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    Use our integrations to capture more leads and close more loans without switching tabs. Set up your integrations in just a few clicks, choosing from Slack, Google Calendar, Zoom, Zapier, Gmail, and others. Once you set up your integrations, create custom automation recipes in seconds to streamline your pipeline.

    Frequently Asked Questions

    • CRM is short for customer relationship management. This technology centralizes and orchestrates all prospect and customer interactions.
    • Many mortgage lenders struggle with getting new clients. One way to get new clients is to network. Whether through social networking or basic client management, mortgage lenders need a way to store and manage contact information and interactions.

      A robust CRM for mortgage brokers—such as monday.com—can help mortgage professionals organize and manage those details, streamlining operations.
    • Many organizations rely on monday.com to track their sales pipeline and contact lists. monday.com's CRM is flexible, user-friendly, and can grow with your mortgage business.

    The top mortgage CRM to create a powerful client management system

    monday.com helps over 152K customers work without limits. Create a customized CRM for mortgage brokers and easily track and maintain client relationships.
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