Best Mortgage CRM or Lead Generation Software

[Kevin Pistole]

Hello everyone!

I have been doing some research on generating my own leads and want to see what others in the mortgage industry are doing and using.

In the past, the companies I have worked for usually have a website that generates leads, which then gets added to a CRM they've already set up OR I'll have a personal page designed by the company where I can direct people to fill out an application or learn more about our programs, etc.

Since then I have been looking into separate programs/software so that I'm able to generate my own leads and want to see what others in my position have used or are using that they've seen the best results with and doesn't cost a fortune or require tons of hours to set up. Some of the ones I've checked out are HubSpot, Jungo, Velocify, Agentmarketing, sharperagent, linkedin premier and mailchimp.

I would love the ability to meet every referral partner and lead face to face, unfortunately there isn't enough time in the day for that and most of my business is nowhere near where I'm located.

I don't mind learning a new CRM or updating/organizing all my contacts and referral partners, I would just like to hear everyone's insight on what route they went and found the most effective. Thanks