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Mortgage IQ

Your trusted source for mortgage solutions and tips.

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Overview

Mortgage IQ is a customer relationship management software created for loan officers to manage leads, automate marketing, and leverage technology to help facilitate the loan origination process. It offers features such as lead capture, automated marketing campaigns, and integrations with various loan origination systems.

✨ Key Features

  • Lead capture and management
  • Automated marketing campaigns
  • Client communication tracking
  • Integration with loan origination systems (LOS)
  • Reporting and analytics tools

🎯 Key Differentiators

  • Focus on simplifying lead management and marketing automation for individual loan officers.

Unique Value: Mortgage IQ provides loan officers with the essential tools to manage leads and automate marketing, helping them to stay organized and efficient.

🎯 Use Cases (3)

Lead management for loan officers Automated marketing for mortgage professionals Streamlining the loan origination process

✅ Best For

  • Lead capture
  • Automated marketing

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Businesses outside the mortgage industry.

🏆 Alternatives

BNTouch Mortgage CRM Whiteboard CRM

Appears to be a more basic and potentially more affordable option compared to more feature-rich mortgage CRMs.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (NA tier)

💰 Pricing

Contact for pricing

Free tier: NA

Visit Mortgage IQ Website →