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Product Quick Facts

Industry Specialties
Banking / Accounting / Financial, Other
Works Best For
Small Sized Businesses

About Pulse Mortgage CRM

FocusIT, Inc., producer of Pulse Mortgage CRM, is headquartered in Scottsdale, AZ. Founded in 2002, FocusIT has the simple goal of giving mortgage companies the ability to increase sales with less effort. FocusIT currently serves over 15,000 mortgage professionals around the nation and boasts an annual growth rate of 25 percent. With 15 technical staff members in-house, FocusIT ensures reliable services and uptime to its clients.

Pulse Mortgage CRM software is a solution that helps companies address unique challenges in today’s tumultuous economic marketplace. Loan originators and lenders alike have the ability to automate redundant processes through Pulse Mortgage CRM’s tools. With Pulse, loan originators and lenders can enjoy fully customizable email templates, automated task management, streamlined communications, no long-term contracts, seamless integration, lead and referral tools, and much more. Web-based access automatically backs-up and syncs business data while eliminating the hassle of upgrades. Pulse is fully compatible with Calyx PointCentral, making it easier to review and approve loans. Integration with Microsoft Outlook streamlines communication between realtors, employees, and borrowers. Pulse is available in three versions to help businesses regardless of budget constrictions.

Partnerships with SunGard and Amazon’s data centers benefit businesses that decide to invest in Pulse Mortgage CRM. Mortgage companies throughout the nation have used Pulse to increase their market share and compete with giants in the industry. By switching to Pulse Mortgage CRM, many organizations have experienced cost savings of up to 65 percent per month while enjoying the same standard of quality.

Alternatives to Pulse Mortgage CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

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Compare Pulse Mortgage CRM to other CRM solutions