Mortgage CRM
CMBat Consulting offers a fully customizable CRM for mortgage brokers.
Mortgage CRM
CMBat Consulting offers a fully customizable CRM for mortgage brokers.
Designed for Agents
CMBat Consulting offers a fully customizable CRM for mortgage brokers. This powerful tool will streamline your workflow with your customers and track your sales metrics. The product requires a Monday CRM subscription, and we can install it for you. Pricing is $499, but we are offering a launch period special of $299 through March 31, 2025. We also offer additional customization work at $75 / hour to make the product suit your specific needs. Use the contact form on our website to inquire.
Lead Tracking and Contact Automations
Seamlessly label your leads based on type of loan, priority level, and loan value. Set up reminder notifications or automatic emails for birthdays, holidays, and special events with a personal touch.
Deals and Tasks
Put in the expected loan values and commission values along with expected closing dates and assign that to your tasks to create a workflow that works for you and let’s you know what needs to be done next.
Sales Dashboard
Track your results by day, week, or month so you can see your growth rate. The reporting even breaks down pie charts to show you which clients are worth what percentage of your sales.
Streamlined Communications and Documents
Embed loan documents and more in the client note area. Monday automatically maintains all emails and notes you enter in chronological order, so you can see everything you need and have communicated with your client with a single click.
Third Party Integrations
Monday connects to over 700 third-party applications via native integrations. You can combine our CRM with everything from Facebook Ads for gaining leads to Constant Contact for branded email campaigns to GMail or Outlook and so much more. The possibilities are endless!