Cimmaron Mortgage Manager Features

Easily integrates with loan origination solutions

Facilitates the creation and maintenance of relevant notifications for important dates

Facilitates communication and relationship nurturing between lenders and loan officers

Facilitates or integrates with tools that ensure loan compliance

Set up connections to third-party platforms to improve business processes

Stores and manages contacts, leads, and prospects

Organizes prospect and client pipelines to align with loan and real estate requirements

Automates email or other marketing campaign efforts

Create, design and manage workflows for repetitive tasks

Distribution and delivery of funds to approved borrowers

Store, manage, and track all electronic documents in a centralized location

Automate maintenance of escrow accounts on behalf of borrowers

Calculation of consumption tax imposed on properties

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Searchable database of information about loan borrowers

Tool used to determine accurate pricing and product eligibility for borrowers

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, manage and track all task activities and progression

Track and manage adherence to policies for any service, product, process, or supplier

Automates some or all operation related tasks

Automate workflows and trigger campaigns based on customer actions

Provides useful pre-defined data connections to important external systems and applications.

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides analytics tools that reveal important business metrics and track progress.

Provides sales forecasting and modeling capabilities based on historical data.

Contains customer request handling functionality and issue tracking.

A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.

An information repository for customers to get self-service answers to their questions.

Allows users to conduct analysis on support activities.

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Plan, manage, and track the financial activities of an individual or organization

Store, manage, and track all electronic documents in a centralized location

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on marketing campaign effectiveness.

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Manages sales pipelines from prospecting to close.

Manages sales force tasks, assigning tasks and distributing work.

Contains a product catalogue and price list for salespeople to pull from.

Provides custom quote creation functionality.

Manages the entire contract process, from creation and negotiation to signing.

Manage, organize, and store contact information

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Process of collecting loan interest and escrow payments from a borrower.

The initial step in the mortgage workflow

Process of securing a loan from a bank or any other lender.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Used by brokers

Report customer payment history and outstanding debts to credit bureaus

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Electronic storage of stakeholder contact information

Search and filter data across systems to locate required information by entering keywords or certain criteria

Expand services to areas outside of the home location, functioning as an extension of the home location.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Store and organize documents in a centralized system

Automate workflows and trigger campaigns based on customer actions

Manage, organize, and store contact information

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Reports that show customers their invoices, payments, and balance on the account

Track sent and received payments, invoices, and bills.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and document all activities across devices, networks, and other systems

Monitor and record expenses such as purchases or charges incurred

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Synchronize with other calendars to view mutual availability and schedules

Set up connections to third-party platforms to improve business processes

Import and export data to and from software applications

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Automatically identify and save contact information of potential customers

Provides a channel for team members to share media files, communicate, and work together

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-made examples and templates for emails

Use AI to generate content in the form of text, images, videos, etc.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Track interaction history by documenting conversations for contacts

Reports specific to sales analysis for trends and strategies