Who sells on a mortgage team
Mortgage business comes from three places: new leads from your website and lead sources, the real estate agents and builders who send you buyers, and past clients who move or refinance. A few people do the selling, usually with a phone, a spreadsheet and an inbox that never agree.
- The loan officer calls new leads, returns calls the same day, and keeps in touch with agents and past clients.
- The loan officer assistant keeps follow-ups moving and needs to know who was last spoken to, and when.
- The branch or sales manager wants to see what is in the pipeline and what each person did today, without asking for a report.
Maxwelo puts all three on one screen.
Call new leads while they are still shopping
- A power dialer in the browser. Call queues, click-to-call, on-screen scripts and voicemail drop. Nothing to install: a laptop and a headset.
- Local presence and per-rep caller ID for outreach calls.
- Calls recorded and transcribed, and logged to the contact by themselves.
- Two-way texting. A real-time inbox and templates, for the leads who answer a text before a call.
- Live chat on your website. Visitors message you, your team answers from a shared inbox, and each chat is linked to a contact: matched by email, or created new. The first teammate to answer owns the conversation, so nobody gets two replies.
Keep every referral partner close
Add each real estate office or builder as a company, with its agents as contacts. Admins can add text, date and dropdown fields to the company profile and show them as columns in your lists. Every call, text and email lands on the contact's activity timeline by itself. Tasks remind you of the next check-in. Lists, segments and saved views sort partners the way you work.
See every deal on one board
Pipelines are drag-and-drop boards. Every card shows the deal's value, owner, age and last touch. Dial, text or email straight from the card, and each call, text and email attaches to the right deal automatically. Tasks travel with the deal as it moves.
Every plan runs up to 10 pipelines: for example, one for home buyers, one for refinance, and one for the referral partners you are building. Weighted forecasting recalculates the moment a deal moves.
Stay in touch with past clients
Build a list of past clients and reach the ones who asked to hear from you: email campaigns and sequences, and bulk and campaign texting. Text STOP and opt-out requests are handled automatically, and email has unsubscribe and suppression management.
Guardrails that run on their own
- Calling hours, enforced in the contact's local time zone (Maxwelo's TCPA calling-hours guardrails).
- Two-party recording consent, announced automatically, with recording announcements by state.
- Text opt-outs handled automatically.
- Role-based access for admins, managers and reps, with encryption and separated customer data. Audit logs come with Enterprise.
For the manager: coach on the call, see the day without asking
Listen to live calls, whisper to the rep or join the call, and leave coaching notes and call-quality scores. Customizable dashboards show the pipeline funnel, stage velocity, rep performance, a leaderboard and won and lost analysis. Revenue forecasting and manager dashboards come with every plan.
What stays where it is
Maxwelo covers the sales side of your team: the calls, texts, emails and pipeline that bring loans in. The loan file itself, from application to closing, stays in your loan origination system. Maxwelo has no ready-made connection to one.
Which plan fits
| Plan | Price per user per month, billed annually | What a mortgage team gets | Users |
|---|---|---|---|
| CRM | $29 | Contacts and companies, up to 10 pipelines, tasks and activity logging, Gmail and Outlook sync with open and click tracking, email templates, CSV import, reports, forecasting, manager dashboards, live chat | up to 100 |
| CRM + Email Marketing | $59 | Adds email campaigns and sequences, with 5,000 marketing emails per user each month | up to 100 |
| CRM + Dialer | $99 | Adds the power dialer with recording, call scripts and voicemail drop, and two-way texting, with 750 calling minutes and 500 text messages per user each month | up to 100 |
| Complete | $119 | Everything in CRM + Email Marketing and CRM + Dialer, with both monthly allowances | up to 100 |
| Enterprise | Custom | Adds unlimited pipelines and fields, territories, audit logs, advanced permissions | no limit |
Monthly billing is also available, at a higher price.