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Ratings & Reviews

Overall Rating

4.08 / 5 (19)

Ease-of-Use

3.5 / 5

Value for Money

4.0 / 5

Customer Support

4.0 / 5

Functionality

4.0 / 5

Last Reviewed

November 25, 2019

Pros/Cons

  • Pros

  • This offers everything that the last CRM we used did PLUS a WHOLE LOT more!! And at a GREATLY reduced cost!!!

  • The fact that it's tailored specifically for mortgages is helpful - there are places to add all the relevant info I need.

  • Cons

  • I'm not so keen on the email system setup; it gets confusing, and emails are sent that should not have been.

  • It takes a lot of time to set up properly, but once you do it, it's very good!

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

16 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Screenshots

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