©2019 by Q2

iLoan CRM for Mortgage

Be Productive from wherever you work with the most popular Fully Featured CRM tool for Loan Officers and their Teams

iLoan Includes:

 

  • Simple to use Cloud-Based Custom CRM Database Tool for Loan Officers
     

  • Day to day Contact, Realtor, and other Strategic Partner tracking,organizational, and communication features at your fingertips
     

  • Direct integration with Outlook,Google, and Excel,and Social Media for Streamlined email,calendar,reporting,and social media activities
     

  • Data mining and reports for quick and complete Visibility to every aspect of your business
     

  • E-Marketing add on options to create,track and send eye-catching emails to one or many contacts 
     

  • Seamless anytime anywhere Cloud and mobile device access 
     

  • Auto lead import from sites like Zillow
     

  • Live web best practices training for the Mortgage Professional
     

  • Monthly import of your closed loan reports. (Auto synch from your LOS also available as an add on option.)
     

  • Your Act! database stays with you for the life of your career - never have to Start Over when you change companies

Starts at $65 user per month

($65 month prepaid annually or $75 paid monthly) 

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Act! Certified