Streamline CRM Lead Integration Follow
Sometimes, CRM is seen — or actually is — a burden to actual sales work. You can spend more of your time selling and less time manually entering data with CardTapp CRM integrations for mortgage professionals.
By integrating CardTapp with your CRM, inserting leads into your mortgage CRM is as simple as a quick text no matter where you are. Whether it’s a business luncheon, conference, trade show, panel discussion, or other event, just add your EasyText keyword information (text yourkeyword to 36260) to a sign, slide, or bio and collect lead data in a fraction of the time. The CardTapp app is also easily shared by you, referral partners, friends, and family with just a few clicks on the app – automatically entering new leads into your CRM.
No more fumbling around trying to gather the information of multiple leads. This frees up more time for accomplishing other goals.
We have a commitment to being the top mortgage CRM integration service and have over a dozen fully-functional integrations with some of the top CRM services to save loan officers’ time, maximize referrals, and automate marketing.