Use our drag-and-drop form and funnel builders to create landing pages that convert traffic to leads that get stored in LoanStack.io
INTERACTION
LoanStack's Morgage CRM and Marketing Automation Suite
Manage client interactions, collect feedback, deliver great customer experience – all from one, easy-to-use platform.
Build Forms & Landing Pages To Capture Leads
- Funnels - Launch within minutes
- Unlimited - No funnel limit
- Editor - Easy to use drag and drop editor
Close More Appointments
Book leads directly to your online calendar and provide a seamless booking experience within your automations.
- Unlimited Calendars
- 1 Click Bookings
- Integrate Calendar (Google, Outlook)
Covert Leads With
Robust Automations
Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.
- 2 Way - SMS Messaging
- Ringless Voicemail - Voicemail drops
- Emails - For Drip Campaigns
- Messenger - Convert more leads
- Webhooks - Integrate with Zapier and more
Converse with Leads &
Customers in One Place
Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages. Two-way text included!
- All-in-one Conversation Flow
- Centralized View - Email, SMS, Messenger, Calls
- 1-Click Appointments or Add to Campaigns
Build & Manage Your
Online Reputation
Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.
- Get More Reviews - Email/SMS Request
- Monitor Your Reviews on Google and Facebook
Extensive Mortgage CRM
Feature Set
Four Channel Followup
Automatically message leads in multiple channels including SMS, Email, Voicemail and Calls to increase response rates to up to 80%.
Round Robin Leads
Automatically distribute leads between team members and track the progress on each lead.
Auto Dialer
Dial 3 times faster with our automated prospects dialer.
Appointment Calendar
Book leads directly to your online calendar and provide a seamless booking experience within your automations.
Forced Calls
Automatically get a call every time a new prospect comes in so that you can immediately call them.
Reminders
Remind yourself to call leads, send documents or any other sales related tasks in your leads lifecycle.
Pipeline
Build your own lead pipeline that matches your sales flow and represents how leads flow from one place to the other.
Surveys & Forms
Build lead generation surveys & forms integrated with funnels, call triggers, appointment bookings, deeply integrated and optimized to convert insanely high.
Robust Automation
Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.
Broadcasts
Send a mass message to segmented lists of Email or Text messages.
Landing Pages
Use our drag-and-drop form and funnel builders to create landing pages that convert traffic to leads that get stored in LoanStack.
Reputation Manager
Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.
Analytics Dashboard
The ability to track the ROI and Leads in a pipeline has become even easier through our advanced Dashboard. Track stats such as appointment rates, campaign effectiveness, and even response rates!
Customer Conversations
Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages. Two-way text included!