A Simple Solution to a Complex World

The mortgage industry faces unique challenges when it comes to customer relationship management – especially with the security of customer information. VanillaSoft’s mortgage CRM 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 CRM 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!

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.

Download Now
Block Side Image

Product features to simplify your job