Customizable & Programmable
Collect the information you need from your clients in a way that is both easy to use and insightful. Our LoanForce CRM platform allows you to implement custom fields, forms, and much more with a programming suite that delivers everything you need to operate more efficiently and better serve your customers.
Robust Reporting & Automations
LoanForce has a robust reporting engine built in that can be customized for a variety of purposes and tailored to meet company, team and individual preferences. The reports are easy to understand and deliver insights automatically to your team so they can track their own performance, reach new goals, and embrace a data-driven culture.
Mobile & Web
The LoanForce platform is cloud-based, and can run natively on the mobile app as well as web versions. When you're dealing with customers, you have to be available anywhere and at any time, and our platform allows you to do that, all while capturing valuable data to improve user experience, convert more leads, and improve the overall experience above typical CRM platforms.
Salesforce + Integrations
LoanForce is built upon the industry's leading CRM technology, the Salesforce Force.com platform, which is included and offers substantial functionality. LoanForce includes additional features, such as mortgage operations queues, integrated dialer and call campaigns, and much more. Functionality can be extended further through thousands of applications available in the Salesforce AppExchange.