PROFESSIONAL MARKETING & CRM

PROFESSIONAL MARKETING & CRMTalk it up

Quality Marketing Materials

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

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 auto-pilot 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.