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Banks, Credit Unions, Home Mortgage Lenders, Mortgage Bankers.
The perfect match for small businesses ranging from 1 to 500 employees that need a proactive sales approach to convert leads into customers. Over 11,000 salespeople worldwide have chosen noCRM.io.
My experience with LQB has been nothing short than stellar. The support staff is super friendly and always answers the phone in a good mood.
Lack of business rules that can control auto firing of field.
LendingQB is a great partner, making customer service a priority. They’ve got an awesome and talented team – open to feedback and suggestions for improvement.
Lack of developers with LQB experience out in the field.
LendingQB has supported our mortgage process, allowed us to scale up and scale down, and has been a great partner since 2013. Customer support is fantastic.
Weak with compliance features. Lack of ability to customize.
Great, easy to use reporting, customer support reps are extremely responsive & helpful, support site is excellent, many features are customizable through workflow rules.
Although users are restricted based on their individual or role permissions, there is no warning alert or lock-out feature if more than one user is in the file at the same time.
Perfect easy to use system, great support 10. All the elements are there to make the best out of your business.
I don't consistently use it - so things pile up to be updated. This is a failing more of my system and organization.
I love the intuitive design that combines the best parts of using a spreadsheet and powerful features such as tagging and visual pipelines.
No matter how much info you're storing inside, it'll speed right along. If you've had trouble picking a CRM, give You Don't Need a CRM! a try.
I have been looking for a good crm tool with a fully loaded features package and finally after many hardships i have found this to be very exciting and wonderful.
Of course some functions are missing but it's common.
The entire system is incredibly easy to use, allows you to effortlessly view the conversation history, and provides fantastic reporting. The best feature is how simple it is to add a lead manually.
It was hard for me to understand folders, but watching videos help me get past my frustration at first.
MeridianLink Mortgage
Top FeaturesnoCRM.io
MeridianLink Mortgage
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noCRM.io
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