Pulse Mortgage CRM

"Pulse CRM is a Customer Relationship Management solution specifically for the mortgage industry. The solution is cloud-based and OS agnostic. It delivered through a browser-based dashboard, so provides updated information on clients. Pulse offers functionality in marketing automation, sales automation, customer service and support, web self-service, channel management, customer analytics and product configuration. It integrates with Calyx PointCentral, DMD DataTrac, MS Outlook and Exchange. It suitable for smaller to mid-sized mortgage companies looking for a subscription-based option. FocusIT provides templates for emails and task lists to get which can be customized according to the needs. Users can create automated loan status alerts to update borrowe...