iLoan

iLoan CRM and Marketing tool is the easiest to use and most powerful database solution for Mortgage Professionals.

Developed by: Q2 Database Consulting Services
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Experience a powerful and intuitive cloud-based custom CRM tool for loan officers. iLoan provides advanced organizational and communication features for day-to-day contact, realtor, and other strategic partner tracking. Enjoy direct integrations with Outlook, Google, Excel, and your social media platforms for streamlined email, calendar, reporting, and social media activities. iLoan offers monthly imports of your closed loans, or auto-LOS synch with certain versions. Take advantage of live one-on-one best practices training for mortgage professionals as well as an extensive video training library

Key Features:

  • Detailed centralized information for all contacts including notes, emails, loan information, follow up tasks, marketing, easy data mining, and powerful reporting.
  • Automated turn-key marketing campaign options for streamlined communications, including but not limited to: Prospects, in-process, post-close, realtors, birthdays, mortgage reviews, and anniversaries.
  • Automatic lead imports from sites like Zillow, LeadPops, and your own websites.
  • Data mining and reports for quick and complete Visibility to every aspect of your business

Tags

Published date Sep 18, 2022
Version 1.0
Category Real Estate
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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