Mortgage Lead Management Software

Accelerate Conversion Rates and Revenue

Take the mystery out of mortgage call center operations with VanillaSoft's mortgage lead management software. Lenders must overcome the obstacles of keeping accurate records, ensuring timely follow-up, and accurately tracking and reporting on customers as they move through the system. Not only will your team become organized, our smart, automated software solutions help lenders become more productive.

There’s no guesswork! VanillaSoft provides best-in-class software that enables loan officers and calling assistants to progressively auto dial the next-best lead in your system. This ensures that your sales teams make the maximum amount of calls in minimum time.

Mortgage companies using VanillaSoft report a significant increase in new and refinanced loan activity. That’s because customers can be transferred straight to a loan officer with less red tape and delay. In addition, mortgage professionals love our document storage, easy data collection and email drip features. Accelerate your company’s conversion rates and revenue by using VanillaSoft to streamline the mortgage funding process — from start to finish!

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Protect Financial Data with Advanced Security

Mortgage professionals handle large amounts of financial data. With VanillaSoft, customers can feel secure that their personal information will not be compromised. The security of your data is a top priority. VanillaSoft's mortgage lead management software solution is designed to protect your data, and our hosting center is among the most advanced in the world, with 256-bit secure socket layer (SSL) technology.

  • Databases are not directly available from the public Internet
  • User and session information uses advanced security methods based on dynamic data and encoded session IDs
  • Our SSAE16​ audited hosting center has redundant electrical generators, video surveillance, badge-only access, and state-of-the-art water and fire detection systems
  • User authentication with unique usernames and passwords are encrypted during transmission
  • Data is stored on world-class redundant storage SAN disks, with backups every 15 minutes
Mortgage Lead Management Software



Mortgage Lead Management Software
Spotlight Features

Lead Integration

Deliver live web leads to your sales rep within seconds of submission. VanillaSoft supercharges the lead process with live web lead integration. Receive your web leads or trigger leads in real time, directly into your VanillaSoft campaign from a form on your website or any online lead supplier. New leads will be immediately routed to the right person for fast, easy follow up. And as the new lead moves up the process, the referrer or lead source can instantly be notified of the current lead status.

Email Marketing Software

Missed a contact? No sweat. VanillaSoft helps you stay in front of customers with powerful email marketing options. Now you can automatically send emails upon a web inquiry or right after you finish a call based on the result of the call. Send emails using predetermined templates, or create your own personal emails. In addition, VanillaSoft's e-Gen will alert you after the email is opened and send the lead to the right place for follow up. Add our email drip and email blast and you'll have the complete package!

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