The mortgage advisory market is more competitive than ever. Clients expect transparency, professionalism, and speed, and advisors who only use simple forms or basic landing pages are left behind. Here at Campage, we understand that you need much more.
1. Landing pages that truly convert (with built-in calculator)
One of the main issues with classic landing pages for mortgage advisors is the lack of real value for the user at the moment of truth. At Campage, every advisor's landing page gets an advanced mortgage calculator (which can be seen in our demo). The client experiences the calculator, receives value, and leaves details in a much smarter way than before. The calculator serves as a powerful lead magnet that no competitor has.
2. Customer and file management (CRM)
Instead of managing clients in Excel or purchasing an expensive external CRM system, Campage includes an internal and dedicated customer management system for you. Open a client file, manage the paths you chose for them, track the status of meetings, and gather all financial data on one screen.
3. Personal artificial intelligence advisor
Struggling to assemble the exact mix for a complex client? Our virtual advisor will analyze the client's data and suggest optimal mixes. Additionally, you can conduct a professional chat with them (for example: "What will happen if the prime rate increases by one percent next year?") and receive smart insights in real-time.
4. Export to designed quotes and send via email
Finished building a mix? With the click of a button, you can export the data to Excel or send the client a designed mix proposal via email that includes your logo (White-label), a simple table, or a short email with an attachment – all in a convenient and smooth interface.
5. Management of submissions to banks
Don't get tangled up with local folders. Our system allows you to attach documents and send the client file directly to bankers via WhatsApp or email. Track the status with different banks (Kanban board) and always know where the file stands.
Join the digital revolution of mortgage advisors today and start converting more leads into closed files!