The Mortgage Mate
The ultimate all in one sales and marketing platform for mortgage brokers
Take your mortgage business to the next level with The Mortgage Mate. The ultimate, all in one sales and marketing platform for mortgage brokers.
Simon Crofters - Mortgage Broker
"Before MM, we were spending a lot of time chasing prospects. Now we have everything automated and spend more time helping our clients"
Lukas Samaras
"The Mortgage Mate beats every other CRM system hands down."
1200 +
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100 +
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2000 +
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Automated Sales Cycle
From Decision in Principle to After sales support, automate every email and task and keep clients informed at every stage. No more spending time chasing leads
Capture
Capture leads from wherever the come from in the easy to use and secure CRM.
Our solution:
Capture leads from advertising, referrals and more
Get instant notifications of new leads so you can be the first to contact them
Improved Lead Management and never lose another lead
Easily see how much is in your pipeline and make real time decisions
Cultivate
Communicate with prospects and clients using 2 way text, email, call, Google My Business and Facebook Messenger
Our automated solution:
Increased Customer Satisfaction and Retention:
More efficient sales process
Automate document requests from clients
Close
Stop playing calendar tennis with prospects and clients. Book calls when you and they are free with unlimited calendars
With the appointment scheduler, you will see:
Increased efficiency
Integration with your calendar
Automated reminders to increase show up rate
Refer
Automate review requests after completion and create an army of adoring fans.
Automated review requests
Get more referrals from your customers
Build trust and credibility
Get valuable feedback to help improve your business
Getting started is easy, start your 7 day free trial and see how the mortgage mate can revolutionise your mortgage business
01
Click the button below to start your free trial.
02
Book your free onboarding call with one of our experts.
03
Enjoy complete access to The Mortgage Mate for 7 days.
Our Pricing
£297
Gold
2-way text and email conversations
GMB messaging
Web Chat
Reputation Management
Facebook Messenger
GMB Tracking
Missed call text back
Calendar and scheduling
CRM
Pipelines
Pre build workflows from DIP to post sale
All reporting
Email Marketing campaigns
£20 credits for SMS (2232 texts), phone calls (1953 mins) and email (17,857 emails).
PLUS... FREE setup and onboarding
£497
Platinum
Gold Plan +
Email Marketing
Unlimited Funnels
Unlimited Forms and Surveys
Pre Built Mortgage Website
£45 credits for sms (4464 texts), phone calls (3906 minutes) and email (35714 emails)
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