Our Mission Developed by a successful branch manager and a digital marketing specialist, Motivator CRM was created specifically for the mortgage industry. The concept was simple – automating a loan officer’s best intentions and create a seamless process from customer introduction to closing with a game plan to market to your database for life. We provide this through an excellent website and shareable content, a customer relationship management dashboard that allows you to organize your sales and reminders, and a robust milestone update campaign that takes the work off of your real estate partners’ shoulders. Our Solution Between meetings, applications, documents, closings and running a successful pipeline, communicating effectively and marketing efficiently can be difficult. Our product not only showcases your talents but allows you to organize the listing agent, the buyer’s agents, your team (and their teams) and the client in fantastic In-Process workflow emails. Once their application is submitted, Motivator CRM does all of the work for you. Our Technology Integrating Outlook and Encompass, Motivator CRM’s platform provides simple management of your loans and contacts. Lead integration with Home Scouting, Zillow, Lending Tree, Home Value Store and Free Rate Update funnels potential sales directly into automatic email campaigns for easy follow-up. HTML emails route customers and business partners from your inbox to your website, where they can apply for their loan, or learn more about you and various aspects of lending. Dashboards organize potential sales and action items to create a manageable daily to-do list.