New tool for broker-partners aimed at pipeline management, automated communications One of the U.S.'s top Non-QM lenders has launched a customer relationship management (CRM) tool hailed to ...

STG Mortgage has successfully implemented OptifiNow‘s TPO CRM solution, according to a press release from the software provider. STG Mortgage, based in Orange County, California, said it opted for ...

Mortgage CRM company Daily AI has rebranded to Aidium Mortgage CRM and launched a new CRM product, the company announced on Monday. The company’s research and analysis suggested that a rebranding, ...

AUSTIN, Texas, Aug. 12, 2024 /PRNewswire/ -- 90- Day Sales Manager proudly launches the first activity-based CRM with built-in coaching and accountability for mortgage teams at credit unions and ...

SARATOGA, Calif., Nov. 12, 2024 (GLOBE NEWSWIRE) -- Relcu, the innovative AI-powered customer relationship management (CRM) platform, today announced its expansion into the financial services sector, ...

Lender and Broker Services, Products, and Software Warehouse lending got a major upgrade in 2025. OptiFunder has transformed ...

According to the company, the new V2 platform will be available to lenders, loan officers, mortgage brokers and other mortgage professionals. The platform’s features include custom contact fields, ...

ATLANTA--(BUSINESS WIRE)--Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, has once again been ...

FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--A&D Mortgage, a leading name in the mortgage industry, is excited to announce the launch of LEADer, its proprietary free CRM tool designed for its Approved ...

Residential mortgage broker, Mortgage Choice, is in the middle of a Microsoft Dynamics customer relationship management (CRM) rollout which will replace three separate CRM systems. The company does ...