Supported Operating System(s):Mac OS, Web browser (OS agnostic)
About Pulse Mortgage CRM
"Pulse CRM is a Customer Relationship Management solution specifically for the mortgage industry. The solution is cloud-based and OS agnostic. It delivered through a browser-based dashboard, so provides updated information on clients.
Pulse offers functionality in marketing automation, sales automation, customer service and support, web self-service, channel management, customer analytics and product configuration. It integrates with Calyx PointCentral, DMD DataTrac, MS Outlook and Exchange.
It suitable for smaller to mid-sized mortgage companies looking for a subscription-based option. FocusIT provides templates for emails and task lists to get which can be customized according to the needs.
Users can create automated loan status alerts to up...
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