Streamline the process end-to-end by combining LOS and POS technology with your CRM to create the complete mortgage origination platform. Improve workflows, ensure consistency, identify new opportunities, and win more business.
Figuring out your relationships is now easier than ever with our fully integrated mortgage CRM software. Originators can easily add new referral sources and get insights into existing referral sources. Sonar automatically distributes referrals to your team for seamless lead management.
Never let a potential sale fall through the cracks again. Your new leads become new contacts seamlessly and keeping track of your existing clients is easier than ever. Identify new opportunities if rates fall, and even remember big dates in your clients life. Earn more business and create lifelong clients.
Keep all parties related to your transaction in the loop when a loan progresses to a new milestone. Clients love tracking the progress of their loan, and automated emails to referral sources helps build long-term trust.
Build out custom marketing workflows to increase conversion rates and capture more leads. Automatically send personalized and branded emails or call prospects more efficiently using customizable prompts and scripts. Create meaningful points of communication without ever having to think about it.
Unlock the power of efficient loan origination. Get in touch to learn how our all-in-one mortgage stack can turbocharge your business.