Mortgage CRM Software Resources
Articles, Discussions, and Reports to expand your knowledge on Mortgage CRM Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, discussions from users like you, and reports from industry data.
Mortgage CRM Software Articles
10 Best CRM Software in Australia for 2023
Keeping track of your customers on a neverending Notes list no longer cuts it.
by Tanuja Bahirat
Mortgage CRM Software Discussions
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Question on: Cimmaron Mortgage Manager
What is Cimmaron Mortgage Manager used for?What is Cimmaron Mortgage Manager used for?
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CRM Software Built for Mortgage Professionals - Leverage an extensive set of original marketing content. Ready to use pre-built drip campaigns. Reach out to your clients and referral partners with two monthly newsletters. Use two-way texting to communicate with your contacts. From birthdays and milestones to all the major holidays, Cimmaron has you covered with ready-to-go eCards. Create and deliver videos in your e-mail marketing. Co-branded marketing made easy. Track and measure performance using open rates, click-throughs, conversions, etc. Centralized marketing - one user can easily handle marketing for the entire branch or organization. Integration with all major lead providers and predictive dialers. Create custom business rules to distribute leads. Automated lead distribution with notifications to your mobile app or desktop. Create shark tanks and automatically redistribute leads based on user response times.
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Question on: BNTouch Mortgage CRM
What is the best way to set up the SPF in the DNS section?I believe i have this set up properly, but of course there are always ways to enhance this.
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Hi Jeremy - it's Crystal Minter, Marketing Manager for BNTouch Inc.
The set up of the SPF record needs to be done where your domain is registered (GoDaddy, etc.).
Here are some SPF setup examples for BNTouch internal SMTP (Mailgun):
a. You don't have SPF record: Current: none Update to: v=spf1 mx a include:mailgun.org ~all
b. You have an SPF record with Outlook/Microsoft: Current: v=spf1 include:spf.protection.outlook.com ~all Update to: v=spf1 include:mailgun.org include:spf.protection.outlook.com ~all
c. You have an SPF record with Gmail: Current: v=spf1 include:_spf.google.com ~all Update to: v=spf1 include:mailgun.org include:_spf.google.com ~all
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Comment deleted by user.
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Question on: Total Expert
Is total expert free?Is total expert free?
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Answered: Zee Saeed on March 22, 2023
Mortgage CRM Software Reports
Grid® Report for Mortgage CRM
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Mortgage CRM
Spring 2026
G2 Report: Momentum Grid® Report
Mid-Market Grid® Report for Mortgage CRM
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Mortgage CRM
Winter 2026
G2 Report: Momentum Grid® Report
Mid-Market Grid® Report for Mortgage CRM
Winter 2026
G2 Report: Grid® Report
Grid® Report for Mortgage CRM
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Mortgage CRM
Fall 2025
G2 Report: Momentum Grid® Report
Grid® Report for Mortgage CRM
Fall 2025
G2 Report: Grid® Report
Mid-Market Grid® Report for Mortgage CRM
Fall 2025
G2 Report: Grid® Report

