Mortgage Software

Creatio CRM

(427)

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Software Description: Creatio is an AI-native, no-code CRM platform for large enterprises to automate sales, marketing, and service workflows. With end-to-end automation and flexibility, Creatio helps teams collaborate efficiently and scale operations across industries like finance, healthcare, and manufacturing.

Features

Unified CRM Platform with 360° Customer View

No-Code/Low-Code Customization

Advanced Workflow and Process Automation

AI-Powered Insights and Predictive Analytics

Pros

Comprehensive No-Code Platform
Flexible Customization
Unified CRM Solution

Cons

Steep Learning Curve
Performance Issues
Complex Customization

Jungo

(142)

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Software Description: Jungo is a Salesforce-based mortgage CRM tailored for loan officers. It offers pre-built marketing campaigns, automation, LOS integrations, and compliance tracking. With co-marketing tools, video email, analytics, and customizable dashboards, Jungo streamlines sales and grows client relationships.

Features

Pre-Built Marketing Solutions

Time-Saving Automations

Robust Integrations

Advanced Reporting and Analytics

Pros

Powerful Customization and Automation
Comprehensive Integration with Mortgage Tools
Effective Reporting and Analytics

Cons

Steep Learning Curve
Limited Built-in Mortgage-Specific Features
Customer Support Challenges

Shape

(106)

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Software Description: Shape is an all-in-one AI-driven sales and marketing automation platform that helps businesses streamline pipelines, launch marketing campaigns, manage leads, and track projects. With customizable features and a collaborative interface, Shape empowers teams to grow revenue efficiently.

Features

Comprehensive Sales Automation

Advanced Marketing Automation

Integrated Communication Tools

Customizable Reporting and Analytics

Pros

Intuitive and User-Friendly Interface
Robust Automation Features
Responsive Customer Support

Cons

Limited API Capabilities
Higher Pricing Compared to Alternatives
Initial Learning Curve

ZigSig

(1)

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Software Description: ZigSig is a digital mortgage closing software that automates document preparation, e-signatures, notary management, and workflow. It supports traditional, hybrid, and digital RON closings, streamlining the mortgage process. Trusted by industry leaders, ZigSig reduces costs and improves the borrower experience.

Features

Digital Mortgage Closing

AI-Powered Technology

Support for Multiple Closing Types

Seamless Integration

Pros

Streamlined Closing Process
User-Friendly Interface
Comprehensive Features

Cons

Limited Integration Options
Customer Support Response Time
Pricing Transparency

Tiimely

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Software Description: Tiimely offers Xapii, a lending automation platform that transforms customer data into actionable insights. Used by top Australian banks, Xapii enables real-time, compliant lending decisions and is available via SaaS, APIs, or white-label solutions to streamline the loan process.

Features

Automated Serviceability Assessment and Decisioning<br />

Lending Document Automation and OCR<br />

Data Consolidation and Enrichment<br />

Modular API-First Architecture<br />