Momentifi is a sharp, easy-to-use app for busy loan officers and teams who want to save time and close more loans. Momentifi simplifies your daily follow-up tasks with borrowers and referral partners so that you don’t lose deals to your competition. It’s super simple:
Step 1 – Automatically sync all your contacts from your phone and CRM.
Step 2 – Follow-up action items get pushed to the App directly from the CRM every time you get a new sales lead.
Step 3 – Complete or assign action items so that you never miss a sales opportunity.
Key Features and Benefits:
Save time by eliminating the need to login to multiple systems
Send personalized videos, emails and text messages to borrowers and referral partners directly from the App
Every communication gets automatically logged for compliance
Be more efficient on the go so you can build relationships outside the office and meet more clients
Collaborate with your team and stay updated by assigning action items and passing notes
Schedule and complete follow-up tasks directly from the app, or auto-assign from the CRM
Comes with built-in follow-up templates
Step 1 – Automatically sync all your contacts from your phone and CRM.
Step 2 – Follow-up action items get pushed to the App directly from the CRM every time you get a new sales lead.
Step 3 – Complete or assign action items so that you never miss a sales opportunity.
Key Features and Benefits:
Save time by eliminating the need to login to multiple systems
Send personalized videos, emails and text messages to borrowers and referral partners directly from the App
Every communication gets automatically logged for compliance
Be more efficient on the go so you can build relationships outside the office and meet more clients
Collaborate with your team and stay updated by assigning action items and passing notes
Schedule and complete follow-up tasks directly from the app, or auto-assign from the CRM
Comes with built-in follow-up templates
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