You are using an outdated browser. Please upgrade your browser to improve your experience.
Momentifi

Momentifi is a sharp, easy-to-use app for busy loan officers and teams who want to save time and close more loans

Momentifi is a sharp, easy-to-use app for busy loan officers and teams who want to save time and close more loans

Momentifi

by CMPS Institute, LLC
Momentifi
Momentifi
Momentifi

What is it about?

Momentifi is a sharp, easy-to-use app for busy loan officers and teams who want to save time and close more loans. Momentifi simplifies your daily follow-up tasks with borrowers and referral partners so that you don’t lose deals to your competition. It’s super simple:

Momentifi

App Details

Version
1.6.1
Rating
NA
Size
17Mb
Genre
Finance Productivity
Last updated
October 13, 2020
Release date
August 26, 2019
More info

App Screenshots

Momentifi screenshot-0
Momentifi screenshot-1
Momentifi screenshot-2
Momentifi screenshot-3
Momentifi screenshot-4

App Store Description

Momentifi is a sharp, easy-to-use app for busy loan officers and teams who want to save time and close more loans. Momentifi simplifies your daily follow-up tasks with borrowers and referral partners so that you don’t lose deals to your competition. It’s super simple:

Step 1 – Automatically sync all your contacts from your phone and CRM.
Step 2 – Follow-up action items get pushed to the App directly from the CRM every time you get a new sales lead.
Step 3 – Complete or assign action items so that you never miss a sales opportunity.

Key Features and Benefits:
Save time by eliminating the need to login to multiple systems
Send personalized videos, emails and text messages to borrowers and referral partners directly from the App
Every communication gets automatically logged for compliance
Be more efficient on the go so you can build relationships outside the office and meet more clients
Collaborate with your team and stay updated by assigning action items and passing notes
Schedule and complete follow-up tasks directly from the app, or auto-assign from the CRM
Comes with built-in follow-up templates

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.