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Creatio CRM vs Mortgage Automator

Creatio CRM vs Mortgage Automator

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Overall Rating
4.7 (123)
4.9 (110)
Ease-of-Use
4.7 / 5
4.9 / 5
Value for Money
4.7 / 5
4.9 / 5
Customer Support
4.7 / 5
4.9 / 5
Functionality
4.7 / 5
4.9 / 5
Last Review Written
December 2, 2024
September 28, 2024
Pros/Cons
  • Pros

  • The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us.
  • Having marketing, sales and service in a single platform has easily been one of the best benefits to date. Outlook integration works perfectly and really saves time for everyone.
  • The software is user-friendly, cost-effective, and has gained significant popularity in the market.
  • Cons

  • We’re still making internal decisions on naming conventions and numerous details which is stalling the process.
  • Well, it’s hard to dislike something that makes your life easier, and there’re no serious drawbacks that I can mention.
  • Even though there are so many different CRMs on the market, it's still hard to find what you really need for your business.
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  • Pros

  • What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service shown at all levels of the organization.
  • As a team we are thrilled by the amount of new features and progress that the software has provided us.
  • Their staff is always ready to help and I am very happy with Mortgage Automator all in all. And just the amount of time the program saves us is worth every penny in itself.
  • Cons

  • If you make an error on a construction advance you have to unfund the loan completely and re enter all the advances in all over again.
  • The only part I dislike about this software is that I didn't get it earlier.
  • Too many new features introduced during implementation process made it difficult for training purposes.
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Pricing Range
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$
$
$
$
$
$
$
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$
Product Demo & Screenshots
Product Demo
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Advisor Recommendations & User Awards
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3 Recommendations
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos