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.

CENTRALIZED DATABASE

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

ELIMINATE BUSYWORK

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

CONSISTENT FOLLOW-UP

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

VOICE DROP

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

Our Customers Love VanillaSoft!

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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.

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Product features to simplify your job

Lead & Sales Tracking

Auto Dialing

Call Recording

VoIP

Logical-Branch Scripting

Appointment Setting

Lead Routing & Integration

E-mail & SMS Marketing

Try VanillaSoft for free!

Here’s what you’ll get in your trial account:

  • Full version of VanillaSoft sales engagement software for 14 days or up to 2,000 calls
  • Capabilities for up to 6 users
  • Simple cloud-based platform – we’ll email your login credentials
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