Frequently Asked Questions
Yes! All types of mortgage brokers and lenders thrive with Ontraport. That’s because our automation software for mortgage brokers comes with all the core solutions your brokerage needs to power your business and marketing: a complete CRM, marketing automation, pages and forms, payments, membership site features and more — all in one place. When you have one home for your entire business, you save time so you can focus on what matters most: your clients and your passion.
Ontraport comes with several done-for-you systems. Whether you want to send out client feedback surveys, recapture lost sales or simply stay top of mind with your list, our plug-and-play Setup Wizards come with prebuilt marketing templates for mortgage brokers that make it possible to customize and launch your campaigns in minutes.
We know that learning new software can be daunting, which is why we’ve made it easy to get started with Ontraport. When you sign up, we offer you over-the-top helpful support services to make sure you have what you need to grow for the long haul. Our highly rated support team is ready to answer all your questions via chat, email and screen share, and you can quickly learn how to use any feature using our 150+ Ontraport University video courses.
Most mortgage companies use some other software before they upgrade to Ontraport. It’s a common tale: You start with one tool and, over time, keep adding more and more until you realize you need an all-in-one mortgage automation software that can handle your growth.
Ontraport integrates with almost everything, so you’ll be able to run our platform alongside your existing systems for as long as you need.
When shopping for CRM software for mortgage brokers, you’ll want to take your entire business into account — not just the marketing, just the sales or just the client management side of things.
Whether you choose Ontraport or not, we recommend making sure your CRM and email marketing software includes the following features, at the very least:
- A website builder for mortgage brokers to share their business with the world online
- Email marketing for mortgage brokers to capture leads and send messages
- Mortgage pipeline management software to keep track of clients and prospects
- A payment processing tool to collect orders and charge credit cards
- A membership site component to launch a client portal
As your business grows, you’ll probably need more sophisticated tools than standalone email marketing or website software. With everything running in Ontraport, you’ll have all you need now and in the future — all under one roof so you won’t have to switch platforms as your business scales.
With Ontraport, it’s super easy to create a site that matches your vision and your business’s brand. Simply use our prebuilt website designs for mortgage brokers or, if you’d rather start from scratch, you can use our drag-and-drop editor to personalize your pages to look exactly how you want. You’ll also get access to our web form builder, which lets you create fully customizable forms to capture details about your leads and clients.
The best part? All these features live under the same roof as your payment system, CRM, marketing automation and more.
We get it — you became a mortgage broker because you love what you do. You’re passionate about helping clients achieve their goals, whether they’re purchasing their first place, buying a second property or moving homes.
But you don’t get to spend as much time on your passion if you’re having to deal with a bunch of single-point solutions for all your essential marketing tasks: following up with clients, sending out marketing messages and tracking campaign performance.
With our mortgage automation software, you have everything you need to market yourself in one place: a campaign-builder, email and SMS messaging, marketing analytics tools, lead source tracking and more. Ontraport is the best CRM software for mortgage brokers because it lets you handle all your business needs in one place — you won’t have to deal with multiple integrations or pull data from different sources to get things done.