Pulse Mortgage CRM Software


 

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.

 

Pulse Mortgage CRM - Easily and quickly update user pipeline views
 
  • Pulse Mortgage CRM - Easily and quickly update user pipeline views
    Easily and quickly update user pipeline views
  • Pulse Mortgage CRM - Quickly and easily access pipeline summary information
    Quickly and easily access pipeline summary information
  • Pulse Mortgage CRM - Send weekly status reports to borrowers and Realtors with ease
    Send weekly status reports to borrowers and Realtors with ease
  • Pulse Mortgage CRM - Easily view and manage workflow tasks
    Easily view and manage workflow tasks
  • Pulse Mortgage CRM - Easily synch emails sent and received from Pulse with Outlook
    Easily synch emails sent and received from Pulse with Outlook
  • Pulse Mortgage CRM - Access to dozens of mortgage-specific marketing templates
    Access to dozens of mortgage-specific marketing templates
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

No Reviews of Pulse Mortgage CRM