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
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
Content (1)
Automation
Automates some or all operation related tasks
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
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.
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.
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.
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.
Agentic AI - Financial Services CRM (1)
Decision Making
Makes informed choices based on available data and objectives
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
