Mloflo

The CRM and Marketing Automation Solution for Mortgage Professionals.

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Overview

Mloflo is a CRM and marketing automation solution built to address the specific challenges of the mortgage industry. It helps loan officers automate personalized communication, manage their pipeline, and collaborate with agents and clients. The platform provides ready-to-use campaigns and workflows tailored to the mortgage process, aiming to save time and improve the borrower experience.

✨ Key Features

  • Mortgage-specific CRM
  • Automated Email and Text Campaigns
  • Pipeline Management
  • Co-branded Marketing with Agents
  • Milestone Alerts
  • Mobile Access

🎯 Key Differentiators

  • Purpose-built for the daily workflows of loan officers.
  • Ready-to-use campaigns and content.
  • Focus on simplicity and ease of use.

Unique Value: Provides a mortgage-specific automation platform that is easy to set up and use, allowing loan officers to save time and deliver a better borrower experience.

🎯 Use Cases (4)

Automating communication for each stage of the loan process. Nurturing new leads and re-engaging cold leads. Keeping real estate agents and borrowers informed with automated updates. Managing marketing efforts from any device.

✅ Best For

  • Deploying ready-to-use campaigns designed for different types of mortgage pipelines.
  • Sending co-branded milestone alerts to both borrowers and their real estate agents.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Businesses outside the mortgage industry.
  • Large enterprises requiring extensive integrations and customization.

🏆 Alternatives

BNTouch Whiteboard CRM (Aidium) Surefire CRM

Offers a more focused and streamlined solution compared to larger, more complex CRMs, with content and campaigns specifically designed for mortgage lending.

💻 Platforms

Web Mobile

🛟 Support Options

  • ✓ Email Support
  • ✓ Dedicated Support (NA tier)

🔒 Compliance & Security

✓ GDPR

💰 Pricing

Contact for pricing

Free tier: NA

Visit Mloflo Website →