The surprisingly simple, web-based CRM helping mortgage originators keep track of their lead and loan pipelines
A CRM Just for Mortgage Professionals
Pulse easily and thoroughly integrates with Calyx PointCentral and Encompass. Pulse supercharges your LOS providing lead and referral management tools, automated email marketing and loan status alerts, and intelligent task management for your loan production.
Add leads directly into your LOS with customizable lead intake forms and LO landing pages.
Set automated loan status alerts to update borrowers, realtors, and internal staff without wasting time writing an update email.
Our automated, customizable pipelines keep your team informed and up to date by eliminating the need for spreadsheets.
Keep your team on track with automated task reminders. Workflows are triggered based on loan type, funding date and team member.
What Our Customers Say About Pulse
“As usual you guys are doing exceptionally well with the Pulse emails. We have gotten a ton of compliments and a decent amount more business because of them. Thank you again…. I have to say the pulse reminders are really kicking butt. We have saved files that got missed, figured out when appraisals went wrong and used the system as metric to fire under performing staff. Pretty cool stuff.”
“Good, our team is excited to use it and everyone was great during process.”
“Awesome on all 10 across the board. Very easy to setup, [the team was] great and quick to respond and easy to get a hold of.”
“Training was good, seems like a cool program, streamlined, user-friendly. Team was nice.”
14362 N Frank Lloyd Wright Blvd.
Scottsdale AZ 85260
(480) 346 – 1299 x1