Pulse by FocusIT is a complete Customer Relationship Management solution specifically for the mortgage industry. Pulse helps improve and increase connections and streamline marketing and production efforts. The solution is web-based and Mac compatible; it's delivered through a user-friendly browser-based dashboard, so you always have the most up-to-date information on clients.
Pulse delivers functionality in marketing automation, sales automation, customer service & support, web self-service, channel management, customer analytics, and product configuration. It integrates seamlessly with Calyx PointCentral, DMD DataTrac, MS Outlook, and Exchange.
We find it to be a great fit for smaller to mid-sized mortgage companies looking for an affordable, subscription-based option. Because it's been tailored for this vertical, it gives industry professionals the tools they need to succeed. FocusIT provides you with templates for emails and task lists to get you up and running quickly, all of which are fully customizable at any time.
FocusIT is a Microsoft® Gold Certified Partner and member of the National Association of Mortgage Brokers, with over a decade of experience developing solutions and a client base of over 2,500 users. If you’re in the market for a Customer Relationship Management package to help maximize efficiency and stay connected, one that's geared specifically towards those in the mortgage industry, Pulse is a great option to review.