PROFESSIONAL MARKETING & CRMTalk it up
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.
- For Me Customer Loyalty Program.
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.