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Features

What you currently have:

  • Leads from lead generation and existing CRM tools
  • Mortgage professionals in sales and administration working together

The problem:

  • Lack of comprehensive technology platform that will help your mortgage team to consistently and systematically convert more leads to sales
  • Losing sales opportunities from leads and pre-approvals due to missed customer follow up
  • No technology to handle the deal flow from lead to pre-approval to approval live deal, continuing through mortgage process and workflow, conditions and documents management, to mortgage funding and sales reporting, and after sales service all on one single platform
  • No available enterprise featured technology that scales and grows with your business at low cost

The Solution:

  • Revo will help you increase revenue by converting more leads to sales with advanced leads & pre-approvals management
    Leads Management
    Leads Management
    Pre-Approvals Management
    Pre-Approvals Management
  • Revo will enhance the potential customer experience with your customized contacts, relevant and timely communications that supports their buying decision with you
  • Revo will reduce tedious administrative tasks so your team can spend more time with customers; cementing the overall customer experience that they are being serviced by a well coordinated and professional team
  • Revo will help drive productivity and efficiency while lowering business costs
  • Revo technology platform will help your team manage all deals from leads through to mortgage approval to funding. In between, all the mortgage application steps, workflow, conditions and documents management, communication and CRM, coordination, and collaboration is seamlessly integrated
    Main Dashboard
    Main Dashboard

Revo highlights

Communicate
  • Automated messages CRM at any stage of the mortgage application process
  • Set reminders for important deal tasks
  • Color coded conditions management: Red, Yellow and Green
  • Send reminder for required conditions documents to recipients
  • Internal and external deal communication
  • Sales scorecard and performance metric
  • Pipeline sales management of leads, preapprovals and approval deals
Coordinate
  • Customizable dashboard suitable to any mortgage process and workflow requirements
  • Deal progress timeline and deadline milestone management
  • Set document conditions and loan notes for deal underwriting
  • Create document package for lender submission or audit
  • Track interest rate product sold and compensation
Collaborate
  • Deal collaboration with team members
  • Manage Leads, Preapprovals and Approvals deals
  • Secured direct upload link that files uploaded documents to conditions
  • Send secured download link to recipient to download documents
  • File email and attachments to the deal
  • The data belongs to you the user and would move with you when you join a new team
Free Trial
Free Trial
Brochure Workflow Brochure
Testimonials

Lou Salvino,
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.

Anthony Stennett,
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 industry-specific features.

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 challenges?

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 business.

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