PROFESSIONAL MARKETING & CRM

PROFESSIONAL MARKETING & CRMTalk it up

Quality Marketing Materials

Invis Mortgage Intelligence's award-winning Marketing Team has a very close relationship with our broker group. They are the strongest content generators in the industry and love to help brokers with their local market positioning. The content developed is fast, timely, relevant and will help you stand out in your local marketplace.

Build, retain and mine your database!

  • Best in Canada Pre-Qual Tool.
  • Monthly Automated Prospecting Newsletter.
  • Automated weekly Rate Mail and Bank of Canada announcements.
  • MortgageBOSS allows you to slice and dice your database for very targeted communications.
  • Automatic notifications of upcoming renewals.
  • Robust and timely content library of videos, articles, images, social posts & covers, and customizable marketing pieces.
  • Free e-mail program that allows you to send and schedule branded e-mail messages to your custom-created distribution lists.
  • Mobile-friendly broker websites with easy access to continually update your content and blog. Add your own SEO elements. Rates and videos automatically update.
  • Free social media posting service.
  • Top quality graphic design services.
  • Exclusive Realtor Feature Sheet program that includes Purchase Plus Improvements!
  • Branded booths and banners to support local events.
  • MOPOLO Consumer App provides free home evaluation and credit score.
  • The industry-leading Lion's Share Client Communication Program is integrated into MortgageBOSS and available at a significant discount.

Expert CRM

Expert CRM options to fit your business model:

  • icare sends your clients a mix of premium mortgage and non-mortgage related communications and gifts on an automated basis; keeping you top of mind and prompting clients to return to you and send referrals.
  • E-mail program lets you customize and target messages yourself. Choose automated campaigns or do your own.
  • Have your own CRM program? Make use of our content & image library.