A Simple Solution to a Complex World

The mortgage industry faces unique challenges when it comes to sales engagement – especially with the security of customer information. VanillaSoft’s mortgage sales engagement platform is designed to protect personal data with an advanced 256-bit secure socket layer (SSL) hosting service with multiple levels of security so you can be confident that your data is safe.

VanillaSoft’s mortgage sales engagement solution offers more than a secure platform for customer management. Our platform features a wide variety of comprehensive tools that increase ROI and ROT.

Efficiency Should be Simple. With VanillaSoft, It Is.


Establish workflows that incorporate calls and emails in a single, simple platform


No more tedious tasks like writing emails, hand dialing, leaving voice messages


Queue-based routing ensures you follow up with the right leads at the right time


Automatically leave a pre-recorded, personalized message while moving on to the next call in the queue

Our Customers Love VanillaSoft!

Client Logo
Client Logo
Client Logo
Client Logo
Client Logo

Banking, Finance & Mortgage Case Study: Increased Productivity by 100%

In addition to a lack of user friendliness for agents, the management team was unhappy with the premise-based CRM’s reporting capabilities – custom reports required a consultant to create them.

Block Side Image

Product features to simplify your job