What Is The Best Mortgage CRM Software?

crm assistanceMortgage CRM is software that is designed to understand the details of the mortgage industry, and the primary reason for using this software is to help alleviate many of the daily activities of loan officers. The best mortgage CRM software will help organize the agency, and provide quick and efficient follow-ups for clients during the communication process. Many of the top CRM software programs on the market also offer:

Reputation management functionality
Leading industry intelligence in real-time

These types of software can offer solutions that range from helping to streamline contact management and relationship solutions to providing full-suite platforms that can provide marketing automation and referral management. The professionals who commonly use mortgage CRM software include:

Mortgage loan officers

It is important to keep in mind that in order for a product to be considered a top CRM software program, it must meet several requirements. The product must:

Integrate with software for loan origination
Be sure all of the transactions and communications are SOC compliant
Track, store and manage contact information
Facilitate lead generation and lead capture

So, what are the best mortgage CRM software programs currently available? Read the following guide to find the one that is best suited to meet your needs.

Unify CRM

This software solution comes complete with a marketing library. Users of the software can research within the library anytime they need a new template for direct mail or they are searching for a new idea for a campaign.

It offers a unique feature that allows users the ability to sync and clean information from the library so they do not have to worry about missing details or duplicates. However, you also have the option of using the email campaigns that are featured within the program.

The primary advantage of using the software is that it targets main areas such as post-close marketing and integration with LOS. This is the CRM software to consider if you are looking for one that places a lot of focus on improving the client’s experience.

Velocify Loan Engage

This product is a full-suite marketing and sales tool. It uses an approach that is based on scientific research to lead conversions. With this type of approach, loan officers are able to automate all of their prospecting while also maintaining sales cycles that are unique for every client.

The Dial-iQ and LeadManager are tools that can be integrated with Salesforce. As the highlights of the CRM, they can help make sales efforts more efficient and less complex. Velocify LoanEngage has also partnered with EllieMae. EllieMae is one of the premier providers of mortgage finance cloud-based software.


Considered to be one of the best CRM software products on the market, SureFire offers solutions with loan officers and mortgage brokers in mind.

It easily integrates with over 1000 apps, and it allows each user the ability to create their own link. You will also be alerted whenever a new application is submitted in the system.

Although these are just a few of the best mortgage CRM software products available, you must always keep your primary targets in mind. Even if you are in the research stage, these are some of the products that can help plan your strategy for customer engagement.


Categories: mortgage related

Distinguishing Genuine Bronze from Fake: Tips and Tricks 

genuine bronzeBronze is used in a wide range of applications. However, like any other metal, there are genuine bronze and fake bronze. When you are a newbie in the metals industry, you might encounter metal dealers that sell fake bronze. If you want your project to have the best quality, you have to be able to distinguish if the bronze is authentic or not.


A bronze  piece can easily be determined if it is real or not by the way it sounds when hit by an object. For example, a wooden dowel. Strike the bronze piece with it and the piece should emit a ringing sound instead of a thud. This ringing sound lasts for a couple of seconds, then fades. On the other hand, fake bronze or bonded bronze (a mixture of bronze powder and resin) will create a dull, heavy sound. The perfect placement of tin molecules within the copper molecules acts like a wall that allows reverberation of sound instead of absorbing it.


Pure bronze is heavy, like most metals. If a bronze piece is small, you may try to carry it. You have to feel that pull and weight upon carrying the piece. The mixture of resin and bronze powder is significantly lighter.

Color and Patina

The color of bronze varies, depending on the amount of copper and tin. It has a wide variation of color because its contents have a lot of variation as well. Bronze that has more tin content usually has a lighter shade, while if it has more copper, it has a darker shade. The shine that bronze has is also easy to tarnish. This happens before patination. The patina will form on the surface as a result of the copper content. Bronze that stays shiny for a long time is fake.


One of the unique characteristics of bronze is its malleability. It is commonly used in making sculptures. Bronze expands from a small amount when transforming from liquid into solid. This is desirable when pouring bronze into a mold. It fills the holes of the mold and when chiseled, it does not easily crack. If you want to know if a bronze piece is real, you can chisel a small part of it with a small amount of force and it will not crack. If it does, then the bronze piece must be made of resin, since it is significantly softer than bronze.

Iron as Bronze

Other than resin and bronze powder combination, other artists and manufacturers also use iron as an alternative. It is cheaper than bronze but stronger and harder than resin. Most of the time, it can pass of as bronze. One of the easiest ways to determine if it is bronze is sticking a magnet to it. Bronze is non-magnetic while iron is highly magnetic.

It is important to inspect bronze pieces and parts. Sculptures are commonly duplicated using fake bronze. Mechanical parts are critical, as the bronze’s authenticity can affect the performance of the equipment.

Learn more about bronze parts and manufacturing at Diversified Bronze & Manufacturing Inc.

Categories: construction parts