Mortgage Lead Management On Demand

MyLoanBiz offers an easy-to-use web-based lead management service for mortgage companies based on Salesforce.com's award winning Force.com platform. By helping your sales team more effectively manage and market to your mortgage leads we maximize your return on lead investment. Now available in Forward and Reverse Mortgage editions.

Pre-Built Connectors to Lead Providers

MyLoanBiz has already integrated Salesforce.com with the industry's most established lead providers such as Lending Tree, LowerMyBills, Bills.com and others so you can start receiving leads day one. We ensure that your leads are delivered quickly and dependably so your agents can start calling immediately. The unique architecture of our Enterprise Integration Server (EIS) allows us to quickly add any new lead provider you require regardless of delivery format.

Automated Marketing & Task Management

Nurture your leads by leveraging Salesforce.com's industry leading workflow engine. Easily develop marketing email campaigns to stay in front of prospects. Ensure consistent follow up by all your agents by utilizing automated task management to deliver reminders. Measure it all by using Salesforce.com's best-in-class reporting and dashboard functionality.