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Cimmaron Mortgage Manager CRM


Sales Software Built for Mortgage Professionals

 
 
Automated Marketing

Automated Marketing

Maintain and build relationships with past clients, prospects, and current customers with timely, relevant messaging

  • Mortgage Manager is preloaded with an extensive list of marketing content
  • Ready to use prebuilt campaigns
  • Co-branded Marketing made easy
  • Track and measure performance from opens and click-throughs to conversions and closed sales
  • Centralized marketing - with Mortgage Manager one user can easily handle marketing for the entire branch or organization
  • All new customers receive My Mortgage Letters marketing content FREE with your first license upon set up and configuration
 
 
Automated Marketing

Lead Management

Take control and increase your lead conversion

  • Integration with all major lead providers and predictive dialers
  • Create custom business rules to distribute leads
  • Automated lead distribution with notifications to your mobile app or desktop
  • Create shark tanks and automatically redistribute leads based on user response times
  • Manage contacts and assign campaigns anywhere using the Cimmaron mobile app
  • Track lead conversion rates
 
 
Automated Marketing

Contact Management

Stay engaged with your customers and increase referrals

  • Customizable Dashboards give you a consolidated view of the pipeline and outstanding tasks
  • Send personalized emails to borrowers and referral partners
  • Easy to use search features allow you to quickly find and target leads, real estate agents, loans in process, and past clients
  • Let your borrowers see loan statuses and run calculations on your own branded borrower mobile app
  • Integration with most VOIP systems and phone providers for click-to-dia
  • View your client's complete contact history
  • Schedule future commitments and follow-ups
  • Outlook Integration (Exchange and Office 365)
 
 
LOS Integration

LOS Integration

Save time and increase customer and referral partner satisfaction with real-time syncing to your LOS

  • Integration with all major LOS providers
  • Ensure data accuracy and compliance
  • Send automated loan milestone notifications to borrowers and agentsomate
 
 
Automated Surveys

Automated Surveys

Gain valuable insight into the Borrower and Agent experience

  • Keep in front of the people that bring you business with post loan close, loan transaction, and home loan review surveys
  • Surveys are delivered automatically
  • Response data is saved to the contact's history, viewable through e-mail notifications, and available for reporting
  • Save time and money when you eliminate third party vendors
 
 
Customization

Customization

Mortgage Manager is designed to make any Mortgage Professional competitive on day one, but we understand your business is unique and give you the power of customization

  • Do it yourself customization, including modifiable drop downs and look up values to match your organization's needs
  • Create advanced workflows using workflow engine
  • White labeling - Customize your application with splash screens and icons, giving you your own custom CRM
  • Track and measure performance from opens and click throughs to conversions and closed sales
  • Use Professional Services to take advantage of our 25 years of experience by having us create custom screens
 
 
Data Security

Data Security

Cimmaron is a valued and trusted partner with decades of experience

  • Mortgage Manager is designed using cutting edge software and implements the latest security technology
  • Use the powerful Policy Editor to lock down access to data, dashboards, and reports
  • Data is encrypted and housed in state of the art data centers
  • Track
 
 
Try Cimmaron Mortgage Manager risk free for 30 days
See for yourself the POWER behind Mortgage Manager!