Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application to closing, as well as enhance borrower satisfaction, using a range of features including notifications & reminders, secure messaging, custom reporting, and more
Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application to closing, as...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.
Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations....

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

  • Subscription

Starting from

N/A

  • Subscription

Overall rating

4,8 /5
(11)
Ease of Use
4,8/5
Features & Functionality
4,6/5
Customer Service
4,9/5
Value for Money
4,7/5

Overall rating

4,8 /5
(33)
Ease of Use
4,4/5
Features & Functionality
4,5/5
Customer Service
4,8/5
Value for Money
4,8/5

Total features 39

  • API
  • Activity Dashboard
  • Alerts/Notifications
  • Amortization Schedule
  • Audit Management
  • Audit Trail
  • Built-In Database
  • Call Recording
  • Call Scripting
  • Chat/Messaging
  • Client Database
  • Collaboration Tools
  • Compliance Management
  • Contact Database
  • Contact Management
  • Content Management
  • Credit Reporting
  • Customer Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Direct Mail Management
  • Document Imaging
  • Document Management
  • Electronic Applications
  • Electronic Signature
  • Email Marketing
  • Filtering
  • For Borrowers
  • Integrated Vendor Services
  • Lead Capture
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Marketing Automation
  • Milestone Tracking
  • Monitoring
  • Multi-Branch
  • Multi-Company
  • Online Applications
  • Pipeline Management
  • Pre-Qualification
  • Real Time Reporting
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Residential Mortgages
  • SMS Marketing Managment
  • Search/Filter
  • Secure Data Storage
  • Survey/Poll Management
  • Task Management
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Two-Factor Authentication
  • User Management
  • Visual Presentation

Total features 29

  • API
  • Activity Dashboard
  • Alerts/Notifications
  • Amortization Schedule
  • Audit Management
  • Audit Trail
  • Built-In Database
  • Call Recording
  • Call Scripting
  • Chat/Messaging
  • Client Database
  • Collaboration Tools
  • Compliance Management
  • Contact Database
  • Contact Management
  • Content Management
  • Credit Reporting
  • Customer Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Direct Mail Management
  • Document Imaging
  • Document Management
  • Electronic Applications
  • Electronic Signature
  • Email Marketing
  • Filtering
  • For Borrowers
  • Integrated Vendor Services
  • Lead Capture
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Marketing Automation
  • Milestone Tracking
  • Monitoring
  • Multi-Branch
  • Multi-Company
  • Online Applications
  • Pipeline Management
  • Pre-Qualification
  • Real Time Reporting
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Residential Mortgages
  • SMS Marketing Managment
  • Search/Filter
  • Secure Data Storage
  • Survey/Poll Management
  • Task Management
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Two-Factor Authentication
  • User Management
  • Visual Presentation
  • Blend
  • Floify
  • LendingQB
  • Zapier
  • Blend
  • Floify
  • LendingQB
  • Zapier