Marksman allows you to stay in constant contact with prospective borrowers throughout the entire loan process.
Sales Dashboard - It’s hard enough to know where one prospect is in the loan process, let alone an entire pipeline. That’s why Marksman’s sales dashboard allows users to manage prospects, regardless of source, on one easy-to-view dashboard.
Email Marketing - From the moment a prospect enters your pipeline and is labeled ‘New Prospect’ all the way until it reaches ‘Offer Accepted’, Marksman can trigger automated, status-specific email marketing campaigns for your entire mortgage team.
RateTracker - Guide prospects to their ideal mortgage rate by sending real-time rate alerts based on that borrower’s individual needs.
Automated Lead Distribution - Distribute leads to your loan officers based on state, lead source, time of day, etc.
Lead Source Integrations - Our lead source partnerships and integrations allow you to provide real-time rates to numerous lead sources and have leads posted directly into the Marksman system. See our lead source and marketplace partners.