What are the key features of signNow's CRM compared to Streak CRM for mortgage?

SignNow's CRM offers seamless document management and electronic signature capabilities, which are crucial for mortgage processing. In contrast, Streak CRM focuses more on email management and pipeline visibility. When comparing signNow's CRM vs Streak CRM for mortgage, signNow stands out with its integrated document workflows and eSigning features that streamline the mortgage approval process.

How does pricing differ between signNow's CRM and Streak CRM for mortgage?

SignNow's CRM provides a cost-effective solution with transparent pricing based on usage, which can be particularly beneficial for mortgage businesses. Streak CRM has a more tiered pricing model that may vary based on the number of users and features. Evaluating signNow's CRM vs Streak CRM for mortgage in terms of pricing reveals signNow as a budget-friendly option for startups and small enterprises.

What benefits does signNow's CRM offer over Streak CRM for mortgage?

One of the primary benefits of signNow's CRM is its user-friendly interface and robust eSigning features, which simplify the mortgage documentation process. Additionally, signNow's CRM is designed to enhance collaboration within teams, whereas Streak lacks some specialized features that are vital for mortgage professionals. Thus, when considering signNow's CRM vs Streak CRM for mortgage, the overall efficiency stands as a signNow advantage.

Can signNow's CRM integrate with other tools compared to Streak CRM for mortgage?

Yes, signNow's CRM offers a wide range of integrations with popular tools used in the mortgage industry, such as Zapier, Salesforce, and Google Workspace. While Streak CRM integrates well with Gmail, it has limitations with external applications. Therefore, for integrations that enhance mortgage workflows, signNow's CRM presents a more versatile solution when compared to Streak CRM for mortgage.

Is customer support different for signNow's CRM versus Streak CRM for mortgage?

SignNow provides dedicated customer support specifically focused on enhancing the user experience in the mortgage sector. They offer resources like tutorials, chat support, and comprehensive documentation. In contrast, while Streak CRM also offers support, users often report better response times and more tailored assistance with signNow, especially in the context of signNow's CRM vs Streak CRM for mortgage.

How does user experience differ between signNow's CRM and Streak CRM for mortgage?

SignNow's CRM is praised for its streamlined interface that boosts productivity, especially for mortgage professionals managing client documents. On the other hand, Streak CRM is embedded within Gmail, which could lead to a confusing experience for some users unfamiliar with the platform. Overall, many users find that in the comparison of signNow's CRM vs Streak CRM for mortgage, signNow offers a more intuitive experience.

Can signNow's CRM help improve compliance in the mortgage industry compared to Streak CRM?

Absolutely, signNow's CRM includes advanced security features and compliance tools specifically designed for the mortgage industry, such as audit trails and secure document storage. Streak CRM may lack specific compliance features needed for sensitive mortgage transactions. Thus, when evaluating signNow's CRM vs Streak CRM for mortgage, the focus on compliance in signNow is a signNow differentiator.

Which CRM would you recommend for a small mortgage firm: signNow's CRM or Streak CRM?

For a small mortgage firm, signNow's CRM is often recommended because of its competitive pricing and essential features tailored to the mortgage market. It provides functionalities that streamline document workflows and eSigning, which are paramount for smaller teams. Hence, when considering signNow's CRM vs Streak CRM for mortgage, signNow stands out as the more suitable choice for smaller firms.

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What active users are saying — signNows crm vs streak crm 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.

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

5

Corinne C

What do you like best?

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.

5

Kirk L

What do you like best?

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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reliable software and is visually appealing and orgainzed to accomplish the tasks

5

Daniel B

What do you like best?

We are an insurance agency which handles large amounts of eSignatures, it's good to have a clear record of which documents are pending signatures. It's great to have a tool to easily remind clients to eSign.

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