Creatio Mortgage
CRM Software with
No-code
One platform to automate mortgage workflows and CRM with no-code
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Mortgage Workflow Map
Sales manager
Marketing manager
Branch manager
Service representative
Loan officer
Underwriter
Compliance officer
HR officer
Sales
Lead management
Track and capture your leads from different sources into a unified database, ensure automated data verification, and design your own unique lead management process for the best conversion rates.
Opportunity management
Streamline the mortgage loan sales process by automating end-to-end workflows and best practices while also easily introducing personalized process automation that helps you follow through the most optimal strategy for each prospect.
Cross-/Up sales recommendations
Boost customer engagement and life-time value by making highly personalized value propositions based on predictive scoring, AI/ML-powered next-best-offer intelligence, and the customer's history of previous interactions.
Sales activity management
Empower your sales reps and front-office agents with the ability to manage their daily tasks, borrower requests, and communications in a unified digital environment that minimizes distractions and ensures maximum productivity.
Partner and Referral Management
Partner information management
Organize and structure information about your multiple referral partners (e.g., realtors, builders, contractors, and others) for more successful collaboration. Get a quick and convenient access to comprehensive partner information, consolidated in a single detailed partner profile.
Referral tracking
Track how many referrals you get from each partner and who brings the highest quality leads. View up-to-date data on partner's KPIs presented on clear, detailed dashboards and charts.
Joint collaboration
Build effective communication with your partners using an advanced partner portal that supports joint leads and opportunities management, campaign management, knowledge sharing, and more.
Marketing
Segmentation
Set up flexible marketing segmentation by various criteria and engage your audience with personalized offers in the right channel, at the right time.
Campaign management
Ensure strong lead generation and brand awareness by designing, executing, and optimizing omnichannel marketing campaigns for various mortgage markets at scale.
Email marketing
Personalize email communications with your potential and current borrowers to win their loyalty. Create engaging, professional-looking emails in minutes using the built-in, easy-to-use template designer.
Event management
Streamline organizational processes for online and offline events, as well as tap into high-potential lead pools by executing effective marketing campaigns tailored for industry events and trade shows.
Front-office
Mortgage consultations
Provide professional, high-quality consultations to borrowers using all the necessary insights, knowledge, documents, and communication tools available in a single widow interface at your fingertips.
Borrower relationship management
Collect, store, and refer to a comprehensive knowledge about your borrowers – including their needs, preferences, and financial health, as well as all related documents, correspondence, and other data – to provide more consistent communications and make accurate mortgage decisions.
Onboarding
Provide seamless onboarding experience for each borrower, making their entire journey as simple, fast, and engaging as possible. Take full advantage of digital workflows and smart AI/ML tools to automate all required verifications, approvals, and notifications to the maximum, and minimize painstaking manual work and data processing errors.
Mortgage portfolio management
Streamline typical service routines for mortgage products, customer identity verification, and service personalization according to specific customer tiers and service plans.
Borrower Experience
Omnichannel contact center
Maximize the efficiency of contact center operations as well as in-person, chatbot, and digital customer consultations by ensuring automated data sync across all customer-facing solutions, databases, and interfaces.
Online self-service
Improve mortgage servicing by giving customers easy access to their loan accounts, including the ability to quickly and easily manage their loan data and communicate with loan officers.
Case management
Accumulate all cases from your customers and partners, classify them into different categories, populate SLA and other data, assign agents and teams - all based on automated digital workflows.
Dispute management
Collect and provide a full visibility into the customer-initiated disputes for all teams involved, streamline teams' collaboration on single-source data, and formalize and automate dispute validation processes to accelerate resolution.
NPS and feedback
Collect, analyze, and manage customer feedback by using measurable KPIs such as Net Promoter Score and implementing digital workflows that are easy to enforce and monitor.
Not sure where to start?
Talk to your personal low-code/no-code expert to learn how you can automate credit union workflows in hours using Creatio CRM software with no-code and a maximum degree of freedom.
Mortgage Lending
Loan application management
Utilize end-to-end customer data and automated mortgage verification workflows to provide personalized loan terms for each customer, quickly collect approvals from the middle office, and enforce any unique mortgage loan processing policies as part of your company's playbook.
Loan origination
Easily create and enter lending terms, information on lending participants, and collateral documents to ensure fast loan origination and simplify ongoing loan pipeline monitoring.
Loan servicing
Organize the lending process to ensure top-notch customer service, automate loan servicing reminders, deliver loan self-service capabilities, and ensure consistent data updates at every stage.
Loan recovery
Automate loan recovery processes and improve agents' productivity with consolidated communication, analytics, data processing, and reporting tools.
Underwriting and Verification
Underwriting
Have full visibility of mortgage application data to streamline underwriting processes and empower underwriters with in-depth analytics for approving, postponing, rejecting the application, or changing the final financing terms.
Approval and verification
Ensure in-depth verification of mortgage application data with flexible checklists and automated review/approval workflows, manage priority-based verification queues, speed up the final approval by minimizing manual data entry, setting reminders, and organizing collateral documents.
Document management
Keep a well-organized, transparent document management system to ensure centralized access to customer documents, version tracking, elimination of duplicates, automated synchronization of documents across multiple workflows, and flexible access rights management.
Compliance
Know your customer
Ensure the most complete and accurate customer profile data with a centralized approach based on the unified CRM database, automated data verification and deduplication tools, enterprise-grade data security, and AI/ML-powered business intelligence tools.
Risk catalog management
Digitize your risk catalog and enhance it with intelligent classification, cross-link, and drill-down capabilities to quickly identify, measure, and deal with risk.
Escrow account management
Maintain up-to-date and accurate escrow accounting to ensure that customers' property taxes and insurance payments are processed in a timely manner and conform to state rules and regulations.
Internal audit
Improve the efficiency and accuracy of internal audit by streamlining data collection, verification, and anomaly detection processes via unified workflows automation, automated reports and dashboards, and single-source data storage that eliminates out-of-sync or duplicate data.
Employee Experience
Employee lifecycle management
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Employee request management
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)
Collaboration and knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.
Not sure where to start?
Talk to your personal low-code/no-code expert to learn how you can automate credit union workflows in hours using Creatio CRM software with no-code and a maximum degree of freedom.
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