Brokerly

#BROKERLY CRM

The Only System You
Will Need For
Sales Marketing Automation

Discover what Brokerly CRM or Mortgage CRM can do for you & your Business

Turn leads into clients with state of the art Ai based CRM that helps you build your business, automate marketing, stay organized and follow up effectively.

CRM Features

CRM For Mortgage

The software you need to power your Mortgage Business

With our state-of-art Ai-based Mortgage CRM you can manage all your leads and active clients under one platform without juggling between different forums. Track the progress of your leads, active clients, team members, tasks, funnels and more.

Never lose another prospect

All your communication channels organized for better conversations such as 2-way texting, calling, emails, social media messaging and Google My Business messaging all-in-one easy to use channel straight from your Mortgage CRM allowing you to respond quicker to your prospect and clients.

Best CRM For Mortgage
Top CRM For Mortgage

Dialing by hand is costing you money

Prospecting is a number game, the more you reach the more prospects you will turn into clients. According to Prospecting Today, loan officers who use a dialer are twice as likely to earn $80,000/yr or more. Double your chance of success.

Engage more prospects using Live Chat Bot

You can add our chat widget to your website allowing you to engage in more conversations and capture more prospects. Conversations automatically show up and become leads in our State-of-art Mortgage CRM.

Best CRM For Mortgage
Best Mortgage CRM in USA

Organize leads with an intuitive and flexible approach

See everything you’ll need to obtain a comprehensive picture of where your customer is with their home journey. Your pipeline gives you a quick overview of how many leads have been secured, lost, or are still available.

Bulk data processing with an Ai-based user interface

You can use workflows to rotate your leads, create deals, and manage your data in bulk by updating properties and replicating values, and much more. When a contact makes a notable action, trigger internal notifications for your team, and assign tasks to remind your sales team to follow up with them
Top Mortgage CRM

The perfect fix for your marketing

With our multi-channel follow-up campaigns, you can automate engaging follow-ups and gather engaged responses from your leads. As they progress toward becoming a client, triggers assist in moving them in and out of numerous campaigns. Increase the effectiveness of your ad expenditure by having complete control over your nurturing campaigns.

Stay informed about your Sales Team

Want to know how your team is doing? Need a leader-board to keep them motivated? Want to see what your staff does with their time? We got you covered with rich reporting!
Best Mortgage CRM

Keep track of your schedule with an automated scheduling system

The ability to make scheduling appointments simple and automatic while maintaining control over your calendar has been carefully considered. Numerous calendars can be customized to meet the demands of multiple users, equal and varied lead distribution, varying timetables, and more.

Automated contact updates according to your desired criteria

When it comes to segmenting leads and handling specific actions for each group, the ability to construct precise smart lists is critical. You can filter by anything you can build using custom fields and tags, and you can quickly access them.
Top Mortgage CRM

Tools of the decade

Use funnels & landing pages to grow your business. Guide your clients step-by-step through the entire sales process.

Designate an action to trigger subsequent actions

Create actions depending on anything you require. There is also an ideas board for all fresh ideas to get them created. You may use Tags in your contacts to trigger actions based on incoming calls, Facebook ads, and status changes. Make your customized Trigger Links to use in SMS and emails to set trigger activities when they are clicked.

Manage and update account settings whenever you want

Access, modify and update all your account settings with this option. Manage and upload contacts and tags on your account. Integrate your Stripe payment so you have access to everything on one platform!

Solo

Everything you need to get started
$ 49
99
Monthly
  • Dialer
  • Single User
  • 2-way texting*
  • Email Marketing*
  • Prewritten Templates
  • Contact Management
  • Marketing Campaigns

Team

Everything you need to thrive
$ 99
99
Monthly
  • Up to 10 Users
  • Everything in Solo +
  • Sales Funnels
  • Surveys & Forms
  • Tracking & Analytics
  • Prewritten Templates
  • Pipeline Management

Team +

Everything you need to thrive
$ 199
99
Monthly
  • Up to 30 Users
  • Everything in Team +
  • Chat Widget
  • Website Builder
  • Tracking & Analytics
  • Course/Training Tools
  • Reputation Management

No contracts, no setup fees, cancel anytime

Note: Twilio and Mailgun services are not included. Twilio is required for calling & two-way texting features and a Mailgun subscription is required for email marketing

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