[ Cimmaro... Reviews ](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) [ Cimmaro... Reviews ](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) # Cimmaron Mortgage Manager Features ##### ## Loan Services (4) LOS Integration - Mortage CRM Easily integrates with loan origination solutions Alerts - Mortgage CRM Facilitates the creation and maintenance of relevant notifications for important dates Lender Relationship - Mortgage CRM Facilitates communication and relationship nurturing between lenders and loan officers Compliance - Mortgage CRM Facilitates or integrates with tools that ensure loan compliance Show More ##### ## Client Management (3) Contact Management - Mortgage CRM Stores and manages contacts, leads, and prospects Real Estate CRM - Mortgage CRM Organizes prospect and client pipelines to align with loan and real estate requirements Email Marketing Automation - Mortgage CRM Automates email or other marketing campaign efforts Show More ##### ## Content (1) Automation Automates some or all operation related tasks Show More ##### ## Platform Additional Functionality (5) Pre-Built Connectors Provides useful pre-defined data connections to important external systems and applications. Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities Show More ##### ## Platform Reporting and Analytics (2) Reporting Provides analytics tools that reveal important business metrics and track progress. Forecasting Provides sales forecasting and modeling capabilities based on historical data. Show More ##### ## Customer Support (4) Case Management Contains customer request handling functionality and issue tracking. Customer Support Portal A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more. Knowledge Base An information repository for customers to get self-service answers to their questions. Support Analytics Allows users to conduct analysis on support activities. Show More ##### ## Marketing Automation (3) Campaign Management Provides email marketing campaign management functionality. Lead Management Contains lead tracking and management capabilities. Marketing Analytics Contains analysis tools to provide insights on marketing campaign effectiveness. Show More ##### ## Sales Force Automation (5) Pipeline Management Manages sales pipelines from prospecting to close. Task Management Manages sales force tasks, assigning tasks and distributing work. Product and Price List Management Contains a product catalogue and price list for salespeople to pull from. Quote and Order Management Provides custom quote creation functionality. Contract Management Manages the entire contract process, from creation and negotiation to signing. Show More ##### ## Agentic AI - Financial Services CRM (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Mortgage CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More [ ![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM") Sponsored BNTouch Mortgage CRM 4.5/5 (67) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5 (643) ](https://www.g2.com/products/maximizer/reviews) [ ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology") Redtail Technology 4.3/5 (265) ](https://www.g2.com/products/redtail-technology/reviews) [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5 (221) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/cimmaron-mortgage-manager/competitors/alternatives) ##### Categories on G2 [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm)[ Mortgage CRM ](https://www.g2.com/categories/mortgage-crm) ##### Explore More [ Top tools for building cross-platform business apps ](https://www.g2.com/discussions/top-tools-for-building-cross-platform-business-apps)[ What's the best PSA software for small businesses ](https://www.g2.com/discussions/what-s-the-best-psa-software-for-small-businesses)[ What are the top-rated DBMS tools for security and compliance? ](https://www.g2.com/discussions/what-are-the-top-rated-dbms-tools-for-security-and-compliance) [ Top-rated network monitoring service for startups ](https://www.g2.com/discussions/top-rated-network-monitoring-service-for-startups)[ Top APM solution for optimizing web services performance ](https://www.g2.com/discussions/top-apm-solution-for-optimizing-web-services-performance)[ What are some enterprise information archiving tools with fast eDiscovery search and easy export for regulatory audits? ](https://www.g2.com/discussions/what-are-some-enterprise-information-archiving-tools-with-fast-ediscovery-search-and-easy-export-for-regulatory-audits%20) Show More [ Top tools for building cross-platform business apps ](https://www.g2.com/discussions/top-tools-for-building-cross-platform-business-apps)[ What's the best PSA software for small businesses ](https://www.g2.com/discussions/what-s-the-best-psa-software-for-small-businesses)[ What are the top-rated DBMS tools for security and compliance? ](https://www.g2.com/discussions/what-are-the-top-rated-dbms-tools-for-security-and-compliance) [ Top-rated network monitoring service for startups ](https://www.g2.com/discussions/top-rated-network-monitoring-service-for-startups)[ Top APM solution for optimizing web services performance ](https://www.g2.com/discussions/top-apm-solution-for-optimizing-web-services-performance)[ What are some enterprise information archiving tools with fast eDiscovery search and easy export for regulatory audits? ](https://www.g2.com/discussions/what-are-some-enterprise-information-archiving-tools-with-fast-ediscovery-search-and-easy-export-for-regulatory-audits%20)