What Reddit Says About Mortgage Board Apps

IMO the best thing is being able to also model/price a scenario in like 30 seconds. Its only $60/m and I've closed 5 deals using this last month. They offer a free demo that might be worth checking out.

The way it handles routing, texting, pipelines, and follow-up just makes sense for mortgage. My team’s dialed in with it now and honestly I’m not switching to anything else- it’s been the best fit by far ... Follow Up Boss. I’ll never use another CRM. We’ve used every version of SalesForce and Purpl...

I will say that the shape phone app is one of the best so far. MLO FLO doesn’t have any issues with texts not sending Bonzo does tend to have issues with texts not sending. Now MLO flo is very easy to use.

After that, I run the lender’s calculator and finalize the application. It’s a great starting point, but I still ensure everything aligns with the client’s specific needs before proceeding. ... Maybe you should check out Nurix. They are working with players like churchill mortgage for lead qualifica...

Again, something that would be impossible with a normal PDF worksheet or spreadsheet. I would never operate without Mortgage Coach. I am a broker owner and pay like $250/mo or something FYI, worth it if 3x more expensive.

I thought Morty was a mortgage broker on a hiring spree only. Are they licensing their tech ? Simplist has a similar platform but they charge 140 a month ... Ha, that's Mort-Y, I'm talking about Mort-LY. Just saw a demo yesterday, it's solid for near instant fee sheets in a super clea...

Monarch fills the void it left behind. Being able to see everything (daily spending, savings accounts, investments, retirement accounts, mortgage, auto loans, etc.) in one dashboard is such a great tool for budgeting and long-term planning and ...

The most common, right now, are Encompass, MortgageBot, LendingQB and your Calyx Point.