AllClient CRM Mortgage

AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.

Languages supported:

10.0/10 (Expert Score) ★★★★★
Product is rated as #1 in category Mortgage CRM Software
Ease of use
Support
Ease of Setup

AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.

AllClient CRM Mortgage
AllClient CRM Mortgage

Show more categories

Customer Reviews

AllClient CRM Mortgage Reviews

Holly H.

Advanced user of AllClient CRM Mortgage
★★★★★
Simple, Customizable and A+ Customer Service

What do you like best?

The system is adaptable to multi users. Its easy to configure the fields as the user needs it. There are tutorials and if you need a human, they have really smart nice ones to help you out! The clean formatting makes navigating it smooth. The layout of options is simple and robust at the same time.

What do you dislike?

Nothing, I only left because Im at a brokerage that supplies a CRM.

What problems are you solving with the product? What benefits have you realized?

The ability for multi people to see a contact. Adding or changing the input fields as needed is simple. Budget wise it is on point. Easy to keep track of advertising that brought the client to us.

Review source: G2.com

Leave a reply

Your total score

B2B Software Guide