Revolutionize Your Mortgage Brokerage's Customer Onboarding Experience

Loan origination software
Revolutionize Your Mortgage Brokerage's Customer Onboarding Experience

4.5 review rating

"Game-changer and efficient for our team"

SafeBridge Financial Group

4.5 review rating

"Couldn't ask for anything better, love it!"

Mission35 Mortgages

4.5 review rating

"Perfect for what we need, super user-friendly!"

NewBridge Mortgage Corp

Features

Our loan origination software is designed to help mortgage brokerages onboard new customers with minimal effort.

Personalized Onboarding with Booked Appointments

A carefully curated personalized series of `feedback/reward` data collection processes enables prospects to intuitively provide the necessary information for a mortgage inquiry with you and your brokerage.

The information collected varies based on the mortgage product type and your specific requirements.

This includes: full name, mobile number, email address, physical address, property value, mortgage balance, salary, desired loan amount, and more.

Automated Mortgage Product Matching

The Intelligent Product Identification System identifies mortgage products for customers to inquire about based on customer-provided data and your brokerage's servicing rules.

This capability enables you to provide a wide range of mortgage products to customers within a single system, governed by your own rules.

Mortgage Product Landing Page

Target a specific audience, such as first-time homebuyers or those looking to refinance, for a particular mortgage product tailored to their needs.

Attract customers and encourage them to take action by highlighting the benefits of the mortgage product you offer, with clear calls-to-action prompting visitors to inquire further or apply for the mortgage directly on the page.

Drive customers to the page through targeted ads on social media, search engines, and relevant websites, as well as through word of mouth referrals from satisfied clients.

Notifications & Inquiry Alerts

Stay informed with timely notifications for booked appointments and mortgage inquiry requests. Customize your notification preferences to receive alerts via email and text messages, ensuring you and your team are always in the loop and ready to respond promptly to customer inquiries.

100+ Integrations

Connect inkris apps with your favorite tools

Mailchimp logo
Google Calendar logo
Twilio logo
GA4 logo
Quickbooks logo
Gmail logo
Mailchimp logo
Google Calendar logo
Twilio logo
Twilio logo
GA4 logo
Quickbooks logo
Gmail logo
Mailchimp logo
Google Calendar logo
Twilio logo
GA4 logo
Quickbooks logo
Gmail logo
Mailchimp logo
Google Calendar logo
Twilio logo
Twilio logo
GA4 logo
Quickbooks logo
Gmail logo
Custom