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  1. #1

    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?

  2. #2
    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.

  3. #3
    Senior Member Reputation points: 216519
    Join Date
    Feb 2017
    Posts
    3,334

    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)

  4. #4
    Senior Member Reputation points: 57713
    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

  5. #5
    Senior Member Reputation points: 10087
    Join Date
    Dec 2015
    Location
    Costa Mesa
    Posts
    223

    Quote Originally Posted by makemoney123 View Post
    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?
    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

  6. #6
    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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