VERICO The Financial Forum
REVO. What is it? A deal tracking, document management system for mortgage brokers and agents. This is a real time saver and organizational tool. Knowing where your deal is at throughout the cycle, who is doing what, creating templates with a simple click and having all documents at your disposal is invaluable to any broker or agent. Philip and staff are amazing to work with. Why? They listen and understand our needs and are constantly improving the system. I highly recommend this system and suggest you give it a try.
Matrix Mortgage Global
Over the last few years I have searched and tested many deal processing
CRM systems and Revo Mortgage Collaboration System (Revo). Revo is the
leading customer relationship management tool that ensures your mortgage
brokerage stays on top of daily communication and productivity.
Mortgage professionals need an automated solutions for collecting,
distributing and managing leads, referrals and client retention. Revo
has revolutionized the way we managed our mortgage workflow with
Revo's web-based CRM system provides my team with tools for increasing
collaboration, client interactions, manage productivity and close more
deals. The system is very user friendly that sets up new prospects fast
with pre-configured and customize condition checklist, user progress
steps, sales tracking reports, lender's product, rates, and contact
information. I was especially impressed with their document management
system which is more than just a document storage.
I strongly recommend this system to any individual or brokerage that
wants stay on top of their most important customer relationships. Time
is money and Revo Mortgage Collaboration System has given me my time
back to focus on what I do best. Try their system for a 30 day FREE
Trial and see for yourself.
Graham Reimer, AMP,
Dominion Lending Centres Mortgage Excellence
Revodoc has helped increase the efficiency and the effectiveness of my mortgage business. I can now track a deal from start to finish in one spot. Normally I have 2-4 spreadsheets open at any given time trying to track all the informtaion in a homemade excel database. This is exactly what I was looking for: a one stop shop for client management. I have two assistants, and it has been working excellent between the 3 of us. We are able to see each others updates and notes as the file progresses its way to completion. The collaboration between multiple users is key, because it allows all of us as a team to be in the loop on all our clients.
Look forward to using Revo to help grow my business more and more every year.
Cindy Tong, Calgary, AB, Canada
When I was brokering I often wished I had a way to make my business more
efficient in terms of organizing documents and files, tracking sales and
pipeline and communicating with clients and lenders. Different brokerages
and lenders had varying solutions of addressing these challenges but there
was never one solution that could do it all. And when I came back to
banking, I still found myself with these challenges. When Philip first
approached me and told me what he and Revodoc was developing, I thought this
was a great idea but could it be done? Would his software address all my
I have been using the software now for a couple of months and have found the
software does address my challenges and though I only deal with one lender
now, I can actually track my sales and pipeline much easier now. And we all
know that the pipeline is the life line of our business. I like the fact
that I can set reminders which are then emailed to me so that I do not
forget anything during the process of completing my files, which can be
quite helpful when dealing with different dates and requests from a number
of ongoing files. The support has been amazing, Philip is always there to
answer my questions and walk me through the software. I am looking forward
to fully implementing this system to my 2014 business plan and would highly
recommend it to anyone who is looking to maximize the potential of their