Results 1 to 6 of 6
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08-13-2020, 02:21 PM #1
- Join Date
- Jan 2018
- Posts
- 19
Crm for brokers
Hi Everyone,
What's cooking?
I would like to know if anybody has any experience with any CRM for brokers in the MCA space.
Which one is a good one for keeping up with clients, sending out emails, tracking offers from lenders, or should I just build my own?
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08-13-2020, 02:32 PM #2
- Join Date
- Sep 2019
- Posts
- 60
Sales Force
MCA Track
FreshSales
Monday - It's new but good reviews.
My clients who are Brokers in the MCA space like Sales Force the best.
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08-13-2020, 02:46 PM #3
- Join Date
- Feb 2017
- Posts
- 3,416
A friend of mine was a pro and set up a good team with Monday, from scratch and they loved it, with all of the integrations they needed (RingCentral, Gsuite, etc)
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08-13-2020, 06:16 PM #4
- Join Date
- Dec 2017
- Posts
- 397
Use a custom made CRM
made by MCA for MCA
just don't enter any real names, phones or emails
code name everything, besides that it's really convenient
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08-14-2020, 02:50 PM #5
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
Centrex Software has one of the most full circle CRM's in the industry. Platform is designed for the sector whether you are a broker, syndicator, or funder. Features include: Website form integration, esign, client portal, calendar, email marketing, text message marketing, custom field creation, advance opportunity management, commission tracking, renewal tracking, pulling credit, pulling decision logics, phone system integrations, lender matchmaking, lender submissions and tracking, servicing, syndicate portal, broker management, and more.
If you want to check out a demo click on the link below.
https://www.centrexsoftware.com/full-demo/
Cheers, Trey (888) 622-5810 ex 101
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02-24-2021, 02:37 PM #6
- Join Date
- May 2018
- Location
- NEW YORK
- Posts
- 27
Centrex is pretty cool for funders and from what iv seen it can be useful for brokers as well, they have the ability to integrate with a few dialers, what i find really cool is that you can connect your own SMTP serve to Centrex to send out emails.
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