AIMcrm is the perfect fit for the Mortgage industry.

Mortgage

AIMcrm is the perfect tool kit for your Mortgage Company. Not only do we have extensive experience in your industry we have the necessary "tools of the trade" to get you to the next level in your industry.

Real Time Lead Capture

Your Loan Originators work hard to reach each lead before your competitors. Make their job easier by giving them an effective tool. With AIMcrm, leads are captured real time, enabling your contact to happen faster than your competitors, leading to a instant inflation in sales.

Automatic Lead Delegation

When the AIMcrm lead distribution system is used you can delegate your leads in a automated fashion. This will decrease the time that it takes the information pertaining to that lead to reach your Loan Originators. With the ability to delegate by state, region or zip code you can assure that the lead will go to the right user in your system faster than before every time.

Performance Reporting

Take the guesswork out of who is really performing on the sales team. By generating analytical reports AIMcrm will provide the detailed information you need regarding your LO’s closing rates and the ways in which your employees spend their time during the business day. Our reporting technology will give you the accurate data you need to make the right decisions for your company.

Group Management

Keep your team organized. We will assist you in setting your employees up in their appropriate groups. Create Administration, Management, and Loan Originator groups to better track the sales pipeline process. Keeping the Teams organized will create a better accountability for your business.

Custom Permissions

Keep all of your staff doing their jobs. AIMcrm allows you to set different permission levels for your employees at the Group and User level. This creates a easy to follow work flow for your LO’s. Allowing only each user to see their own leads, eliminating any employee confusion as to what data is theirs.