Cimmaron Mortgage Manager
Comprehensive CRM and marketing automation platform for mortgage professionals
About Cimmaron Mortgage Manager
Cimmaron Mortgage Manager is a sales enablement and borrower life-cycle CRM platform built for mortgage lenders, loan officers, and brokers. It provides lead-to-close process automation, pre-built drip campaigns, a business partner portal, advanced analytics, and integrated marketing content to help mortgage professionals manage client relationships and grow their business.
Pros & Cons
Pros
- Highly customizable with conditional logic and third-party integrations
- Extensive library of pre-built marketing content and drip campaigns
- Excellent customer service and onboarding support
- Mobile app for on-the-go access to leads and contacts
- Strong lead distribution and automation features
Cons
- User interface can appear dated and overwhelming initially
- Steep learning curve due to extensive feature set
- Setup fee required on top of monthly subscription
- Desktop application UI less polished than web portal
Key Features
Automated Drip Campaigns
Pre-built marketing campaigns for borrowers and referral partners with ready-to-use newsletters and eCards
Lead Distribution
Automated lead distribution with custom business rules, integration with major lead providers and predictive dialers
Two-Way Texting
Communicate with contacts via SMS directly from the platform for quick follow-ups
Business Partner Portal
Dedicated portal for referral partners to submit leads and track status
Mobile App
Access leads, pre-approvals, active loans, and referral partners from iPhone, iPad, or Android
Advanced Analytics
Track pipeline metrics, campaign performance, and team productivity with detailed reporting
Dormant Lead Automation
Automated re-engagement workflows to revive cold leads and past borrowers
Side-by-Side Comparison
Compare loan options and scenarios side by side for borrower presentations
Pricing
- Contact management
- Pre-built drip campaigns
- Monthly newsletters
- Mobile app access
- Email marketing
- 14-day free trial
- Everything in Starter
- Two-way texting
- Advanced lead distribution
- Business partner portal
- Advanced analytics
- Dormant lead automation
Best For
Loan Officer Lead Management
Capture, distribute, and follow up on mortgage leads with automated workflows and notifications
Borrower Lifecycle Marketing
Maintain engagement with borrowers from initial contact through closing and beyond with drip campaigns
Referral Partner Management
Manage relationships with real estate agents and partners through a dedicated portal and co-branded marketing
Mortgage Team Productivity
Track team performance, pipeline metrics, and campaign effectiveness with built-in analytics
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Ready to try Cimmaron Mortgage Manager?
Start using Cimmaron Mortgage Manager today and boost your productivity.
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