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Engaged CRM Overview

Engaged CRM is a comprehensive loan servicing software designed to enhance customer relationship management for financial institutions. This platform provides robust tools for managing loan portfolios, tracking borrower interactions, and streamlining the servicing process. With its user-friendly interface, Engaged CRM allows users to track loan applications, manage payments, and monitor borrower performance efficiently. The software includes features for automated notifications and communication, ensuring that borrowers receive timely updates and reminders. Additionally, Engaged CRM provides reporting capabilities, offering insights into loan performance and customer satisfaction. By leveraging this software, organizations can enhance their loan servicing operations, improve customer engagement, and drive business success. Engaged CRM is essential for financial institutions looking to optimize their loan management processes.

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Contact Details

  • Vendor Name Engaged
  • Founded
  • Location United States

Support

    NA

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Banking, Financial Services

Engaged CRM Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance

Engaged CRM Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Top Engaged CRM Alternatives

View all Engaged CRM Alternatives

Fintech Market Core System

TurnKey Lender

Construction Loan Manager

Lendsqr

Engaged CRM FAQs

Engaged CRM is a comprehensive loan servicing software designed to enhance customer relationship management for financial institutions. This platform provides robust tools for managing loan portfolios, tracking borrower interactions, and streamlining the servicing process. With its user-friendly interface, Engaged CRM allows users to track loan applications, manage payments, and monitor borrower performance efficiently. The software includes features for automated notifications and communication, ensuring that borrowers receive timely updates and reminders. Additionally, Engaged CRM provides reporting capabilities, offering insights into loan performance and customer satisfaction. By leveraging this software, organizations can enhance their loan servicing operations, improve customer engagement, and drive business success. Engaged CRM is essential for financial institutions looking to optimize their loan management processes.

  • No, Engaged CRM does not offer a free version.

  • Yes, Engaged CRM offers a free trial.

  • No, Credit Card details are not required for the Engaged CRM trial.

  • No, Engaged CRM does not offer an API.

  • Engaged CRM supports the following languages:
    • English

  • Following are the typical users of the Engaged CRM:
    • Self-Employed , Small-Business , Midsize-Business