crm software FOR BROKERS
Whether you are a Mortgage and Protection Adviser, Commercial finance Broker or insurance professional, MORTGIX is the missing piece of the puzzle that is your business.
COMPLETE OVERSIGHT
mortgix gives you full oversight and control over your customer relationships and business operations.
With comprehensive features, you can monitor every aspect of your sales, marketing, and customer service activities. Whether it's tracking customer interactions, managing leads, or analySing data, our system empowers you to make informed decisions with confidence.
AUTOMATEd GROWTH
mortgix is designed to automate growth, offering a powerful solution for businesses seeking to expand and thrive.
By harnessing the latest automation technologies, our system simplifies lead generation, nurtures customer relationships, and streamlines marketing efforts. With intelligent workflows, personaliSed communication, and data-driven insights, you can identify opportunities, engage prospects, and increase customer retention effortlessly.
PIPELINE MANAGEMENT
mortgix allows you to streamline and optimise your sales process.
With intuitive tools and real-time insights, you can easily track leads, manage opportunities, and monitor the progress of your sales pipeline.
This system empowers your team to prioritise leads, forecast revenue, and close deals more efficiently.
REVENUE AND REPORTING
mortgix is your key to generating insightful reports and accurate revenue forecasting.
With user-friendly tools and real-time data analytics, you can effortlessly create comprehensive reports that unveil essential insights into your sales, marketing, and customer service efforts. Additionally, our advanced revenue forecasting capabilities empower you to predict future income streams and make illuminated financial decisions.
A SIMPLE solution
mortgix was designed to be your business's invaluable black book, combining simplicity and speed for an enhanced customer management experience.
With an intuitive user interface and streamlined features, it ensures that you can easily access, update, and utiliSe critical customer data in an efficient manner.
CHARTER
1. Commitment to Excellence
We uphold a relentless commitment to excellence, rooted in our unwavering pursuit of the highest quality in everything we do
2. Continuous LEARNING AND ADAPTABILITY
We embrace continuous learning and adaptability, enabling our team to stay agile and ahead of industry trends, offering software solutions that evolve with our clients' ever-changing needs AND landscape of business.
3. Exceptional Service and 24/7 Support
We are dedicated to providing exceptional service and around-the-clock support, fostering lasting relationships with our clients by consistently going above and beyond their expectations.