HOME MEET AUGIE SOLUTIONS MOBILE APP LEARN MORE REVIEWS COST

A simplified version of AI Augie is displayed with some app related icons floating around. In the background is a man holding a mobile phone.

MEET THE
MODERN ASSISTANT
FOR THE
MODERN LOAN OFFICER

Whether you are managing loans, staying in FLOW with your strategic partners, or expanding your database, there is always much work to be done to succeed.

That’s where Augie comes in!

As your professional AI Assistant, Augie is here to help you achieve all your business goals, without you having to spend all your bones hiring someone. Augie is incredibly well-trained in everything you need: from fetching your to-do’s to herding your database into order, from woofing out friendly and consistent communication to tracking your goals and achievements with a happy tail-wag.

Now that Augie is available to help you 24/7, you can finally have the time to focus on the things that matter most!

Hello, I'm Augie,
I can be Your Augmented Loan Processor...

Reduce the time and cost of processing with Augie! This is done through automation, notifications, and step-by-step instructions. Other POS features include:

  • Borrower portal, where borrowers can see loan progress and upload documents
  • Ability to run DU/LP with a single login
  • Built-in imaging system to automatically autosave important documents
  • Pull credit without leaving your POS
  • Digital validation of income and assets
  • Automated needs list for processing, keeping you and your team on track

What Augie,
thee Mortgage Professional SALES ASSISTANT,
Can (virtually) do for you

Don’t worry about saving every individual in your personal cell phone when you can conveniently categorize contacts, segment various strategic partners, and track top referrals. You’re even able to store notes on their interests and livelihoods, keeping you in touch and on good terms.

It’s always a “Bones Day” when you can keep on track with a daily list of activities. Stay synced with your email calendar and easily re-assign tasks to your team so you can focus on your main goals and prioritize building relationships.

Send loan update messages and schedule your desired follow-ups with just the click of a button. Have confidence that you are Top of Mind (and Top of the Pack) with your contacts as we integrate automated email campaigns and newsletters with your CRM.

Setting your quarterly and annual goals just got easier with our Loan Officer Scoreboard. Having a clear understanding of where you’re actually at with your goals will keep you on track. It provides insights and reports with measurable metrics and data, and shows you exactly how much your database is growing.

With established reminders giving you daily notifications about important dates, activities, and goals, you never have to worry about losing track of time. Stay in FLOW with your database with ease!

Nothing gives you such peace of mind as having a highly trained and loyal guard dog protecting you. Rest easy knowing that your clients’ information and the business you do with them is completely safe and secure.

A CRM that deserves a round of a-paws

Don’t worry about saving every individual in your personal cell phone when you can conveniently categorize contacts, segment various strategic partners, and track top referrals. You’re even able to store notes on their interests and livelihoods, keeping you in touch and on good terms.

Sales Calendar Syncing and Tracking

It’s always a “Bones Day” when you can keep on track with a daily list of activities. Stay synced with your email calendar and easily re-assign tasks to your team so you can focus on your main goals and prioritize building relationships.

Re-bark-able Email Automations

Send loan update messages and schedule your desired follow ups with just the click of a button. Have confidence that you are Top of Mind (and Top of the Pack) with your contacts as we integrate automated email campaigns and newsletters with your CRM.

Unleashing Your Greatest Potential

Setting your quarterly and annual goals just got easier with our Loan Officer Scoreboard. Having a clear understanding of where you’re actually at with your goals will keep you on track. It provides insights and reports with measurable metrics and data, and shows you exactly how much your database is growing.

Never Miss an Annual Review or Paw-liday

With established reminders giving you daily notifications about important dates, activities, and goals, you never have to worry about losing track of time. Stay in FLOW with your database with ease!

Your Personal Guard Dog of Privacy and Security

Nothing gives you such peace of mind as having a highly trained and loyal guard dog protecting you. Rest easy knowing that your clients’ information and the business you do with them is completely safe and secure.

The landing page of the LoanMAPS mobile app shows contacts, activities, and the loan origination portal.

Fetching Mobile App And Integration Abilities

You don’t have to keep yourself leashed to your desktop when you can do business from anywhere, anytime! Access important data on the go and integrate with your preferred apps to boost sales and keep your business running smoothly.

The LoanMaps Mobile App puts the power of the CRM right at your fingertips. It stores all your contacts, allowing you to call, text, or e-mail them from anywhere you have cell service.

It also shows your sales activities, which prompt you to call past clients when it is time for their mortgage review, or when it is their birthday. If you are an LOS user as well, you can utilize the mobile app’s tools to update pre-approval letters, run DU, and more!

other features include

Sales Activities – Assign temperatures to your leads so you know which ones might be hot this season

Ninja Scorecard – For managers, it records activities of everyone in your branch so you can see who is succeeding at what, as well as who might need a little direction

Predictive Analytics – When linked with a HomeBot account, you can have access to detailed data about your clients’ local housing markets

Loan Financial Advisory Tool – Enter the numbers and get clear data-based answers for your clients, helping them come up with a clear plan of action

Rent vs Own calculator – Provide concrete evidence to your clients based on their personal, unique situations and show which path will best fit their lives

Market Watch – easily track potential Refi’s, quickly find people who match your entered search criteria, and do loan management en masse with just a couple simple clicks

Learn more about loanmaps CRM

Hear What Others Say About Loanmaps CRM

Pricing Structure

This plan is designed to give you and your team a top-notch processing experience, while our Borrower Portal creates a seamless customer experience. Use our POS independently or link it with our CRM for enhanced features.

  • Borrower Portal
  • Built-In Imaging System
  • Team Tasking 
  • Lights-Out Integrations

 

$150 PER USER
per month (minimum of 5 users)

This plan is perfect for individuals looking to access their database and stay in flow. When properly setup, users can also receive predictive analytics regarding their prospect’s activity.

  • Annual Mortgage Review
  • Sales Calendar and Activities
  • Mortgage Market Watch
  • Top Referral Partner Tracking
  • Mobile App

 

$75 PER USER
per month

This plan is for those looking to go above and beyond, taking our standard CRM features, and adding on the ability to generate sales and referral reports. Also, agent prospecting allows users to easily track their campaigns to increase notoriety with referral partners.

This plan includes all the features of Augie AI, as well as:

  • Ad Hoc Report Writer
  • Agent Prospector

 

$100 PER USER
per month

Augie AI POS (Processor)

This plan is designed to give you and your team a top-notch processing experience, while our Borrower Portal creates a seamless customer experience. Use our POS independently or link it with our CRM for enhanced features.

  • Borrower Portal
  • Built-In Imaging System
  • Team Tasking 
  • Lights-Out Integrations

$150 PER USER
per month (minimum of 5 users)

Augie AI Sales Assistant

This plan is perfect for individuals looking to access their database and stay in flow. When properly setup, users can also receive predictive analytics regarding their prospect’s activity.

  • Annual Mortgage Review
  • Sales Calendar and Activities
  • Mortgage Market Watch
  • Top Referral Partner Tracking
  • Mobile App
$75 PER USER
per month

Augie AI Sales Assistant Plus

This plan is for those looking to go above and beyond, taking our standard CRM features, and adding on the ability to generate sales and referral reports. Also, agent prospecting allows users to easily track their campaigns to increase notoriety with referral partners.

This plan includes all the features of Augie AI, as well as:

  • Ad Hoc Report Writer
  • Agent Prospector
$100 PER USER
per month

Powered by 

© 2022 Take3 Technologies ®