Salesforce Sales Cloud vs Mortgage Automator
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Overview
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth.
Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$25.00/month
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.0/ 5Features
4.4/ 5Customer Service
4.1/ 5Value for Money
4.0/ 5Ease of Use
4.9/ 5Features
4.9/ 5Customer Service
4.9/ 5Value for Money
4.9/ 5Features
Total features 195
- "What If" Scenarios
- ACH Payment Processing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Amortization Schedule
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Audit Trail
- Auto Loans
- Auto-Dialer
- Automated Decisioning/Underwriting
- Automatic Call Distribution
- Automatic Funds Distribution
- Batch Processing
- Bid Management
- Borrower Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Loans
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Collateral Tracking
- Commenting/Notes
- Commercial Mortgages
- Commission Management
- Communication Management
- Competitive Analysis
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Credit Reporting
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Segmentation
- Customer Social Profiles
- Customer Statements
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Modeling
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Escrow Management
- Estimating
- Exception Reporting
- Field Sales Management
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- For Brokers
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Government Loans
- Graphical Data Presentation
- HUD Settlement Statements
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Investor Management
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Listing Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Online Applications
- Opportunity Management
- Outsource Processing
- PCI Compliance
- Patient Communications
- Patient Management
- Payment Collection
- Payment Reminders
- Payment Tracking
- Performance Management
- Performance Metrics
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Pricing Management
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Promissory Notes
- Property Tax Management
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- Rules-Based Workflow
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Student Loans
- Subcontractor Management
- Support Ticket Management
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Training Management
- Transaction History
- Transaction Management
- Version Control
- Visual Analytics
- Visual Presentation
- Warranty Tracking
- Web-based Deployment
- Workflow Management
Total features 93
- "What If" Scenarios
- ACH Payment Processing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Amortization Schedule
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Audit Trail
- Auto Loans
- Auto-Dialer
- Automated Decisioning/Underwriting
- Automatic Call Distribution
- Automatic Funds Distribution
- Batch Processing
- Bid Management
- Borrower Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Loans
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Collateral Tracking
- Commenting/Notes
- Commercial Mortgages
- Commission Management
- Communication Management
- Competitive Analysis
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Credit Reporting
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Segmentation
- Customer Social Profiles
- Customer Statements
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Modeling
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Escrow Management
- Estimating
- Exception Reporting
- Field Sales Management
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- For Brokers
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Government Loans
- Graphical Data Presentation
- HUD Settlement Statements
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Investor Management
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Listing Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Online Applications
- Opportunity Management
- Outsource Processing
- PCI Compliance
- Patient Communications
- Patient Management
- Payment Collection
- Payment Reminders
- Payment Tracking
- Performance Management
- Performance Metrics
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Pricing Management
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Promissory Notes
- Property Tax Management
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- Rules-Based Workflow
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Student Loans
- Subcontractor Management
- Support Ticket Management
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Training Management
- Transaction History
- Transaction Management
- Version Control
- Visual Analytics
- Visual Presentation
- Warranty Tracking
- Web-based Deployment
- Workflow Management
Integrations
- Birdeye
- Box
- ClearSlide
- Crowdstack Pro
- Docusign
- Dropbox Business
- Equifax
- Eventbrite
- Evernote Teams
- Expensify
- Finmo
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- HubSpot CRM
- Lendesk
- Litmos
- Mailchimp
- Professional Services Cloud
- QuickBooks Online
- Smartsheet
- SurveyMonkey
- Twilio
- Veeva CRM
- Velocity
- Webinato
- Yesware
- Zapier
- Birdeye
- Box
- ClearSlide
- Crowdstack Pro
- Docusign
- Dropbox Business
- Equifax
- Eventbrite
- Evernote Teams
- Expensify
- Finmo
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- HubSpot CRM
- Lendesk
- Litmos
- Mailchimp
- Professional Services Cloud
- QuickBooks Online
- Smartsheet
- SurveyMonkey
- Twilio
- Veeva CRM
- Velocity
- Webinato
- Yesware
- Zapier