What features should I look for in an RFP for CRM system for mortgage?

When creating an RFP for a CRM system for mortgage, it's essential to look for features such as document management, electronic signatures, integration capabilities with other financial software, and customer relationship tracking. These features can greatly enhance efficiency and ensure compliance in the mortgage process.

How can an RFP for CRM system for mortgage improve our workflow?

Implementing an RFP for CRM system for mortgage streamlines workflows by automating manual tasks, improving document turnaround times, and enhancing communication between teams. This ultimately increases productivity and reduces the time necessary to process mortgage applications.

What pricing models should I expect in an RFP for CRM system for mortgage?

Pricing models for an RFP for CRM system for mortgage can vary widely, ranging from subscription-based models to one-time licensing fees. It's essential to review the costs carefully in your RFP to ensure that the solution fits your budget while providing necessary features and support.

What are the benefits of including e-signature features in an RFP for CRM system for mortgage?

Including e-signature features in an RFP for CRM system for mortgage offers signNow benefits, like expedited document signing and reduced paper usage. This not only enhances the customer experience but also helps meet regulatory compliance more effectively.

How does integration with existing systems fit into our RFP for CRM system for mortgage?

It's crucial to consider integration capabilities when crafting an RFP for CRM system for mortgage, as seamless connections with existing software can enhance functionality and data accuracy. Look for providers that offer easy integrations with widely used financial and operational tools.

What should I consider when assessing customer support in an RFP for CRM system for mortgage?

When assessing customer support in your RFP for CRM system for mortgage, consider factors like availability, response times, and the support channels offered (phone, email, chat). Strong customer support is vital for resolving issues quickly and maximizing the value of your CRM investment.

How can we ensure the security of our data in an RFP for CRM system for mortgage?

To ensure data security in your RFP for CRM system for mortgage, look for providers that comply with industry-standard security protocols and practices. Features such as encryption, user authentication, and regular security audits should be emphasized to protect sensitive mortgage data.

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What active users are saying — rfp for crm system for mortgage

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

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5

Administrator

What do you like best?

We use sign now for our real estate contracts and I can’t begin to tell you how many hours it saves us on every contract. Without airSlate SignNow, we would have to chase people down, worry about having them print out, scan, and then remember to send us back their signed documents. airSlate SignNow removes all of that headache because everything is done electronically. It’s easy to setup and very user-friendly, so even our least tech savvy clients/partners can use it with ease.

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airSlate SignNow makes all the difference in the world if you use Nintex Drawloop/Salesforce

5

Corinne C

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I'll admit, airSlate SignNow isn't perfect yet, but they have Docusign beat hands down when it comes to the control of the tag placement, the things you can do with the tags, how the tags work, the pricing per user (3x cheaper than Docusign and we get bulk upload!) and BEST OF ALL - we don't have to run our loan doc packages twice anymore, which we had to do under Docusign. Now we send the document through Drawloop, with delivery option of "email", AND at the same time, we can right click and save the package, and when we manually upload it to airSlate SignNow, it recognizes all of the tags! With Docusign we had to run the package twice: first to email it and second to send it through to Docusign because Docusign does not see the tags if it is first saved then uploaded. You have to use a template or manually place the signatures and we have 80 tags per set of loan docs! Another thing that airSlate SignNow can do is utilize tags that are already in the document, so you don't actually have to convert all of your Docusign tags to airSlate SignNow tags. Took us a while to figure that one out, but pretty nifty so we didn't have to recode all of our documents. Although now we use Drawloop Components to place the tags depending on the Delivery Option Name, so not necessary. Another AMAZING thing: bulk upload through a .csv file so we can send out a set of loan docs to hundreds of investors in under 10 seconds. Try doing that with Docusign without paying extra. There is one thing I really love about SaaS and that is the more features they have and the more advanced things they can do, the more I can take advantage of them and make our system even better. And I haven't even finished figuring out all of the advanced features of Sign Now!

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Finally a solution and a price point for small business.

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Kirk L

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Obviously... the price. We'd looked at lots of competing products, but couldn't justify the price. Still our clients were asking for electronic document signing. We had to find something, and airSlate SignNow is great. The product is easy to use, both on our end, and for our clients.

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