Mortgage Marketing Automation & CRM Tools | Lendware
A full marketing toolkit—built into your CRM
Lendware offers all the mission-critical marketing tools that modern mortgage enterprises need to excel: ready-made content, a powerful automation engine, Canva integration, management tools and marketing analytics.
Automations for Marketing
Enterprise-grade marketing automations
Build beautiful marketing campaigns in a snap: create custom automations with our easy, no-code builder, or choose from 80+ pre-built playbooks. Easily manage automations across your organization, and maintain oversight of all automated processes.
Highlights:
- No-Code Automation Builder
- 80+ Lendware Automation Playbooks
- Enterprise Automation Management
80+ Ready-to-run automation playbooks
Give teams the freedom to customize their CRM without losing organizational consistency. From custom fields and statuses to tailored automations, let each team configure their workspace to match their unique workflows.
Highlights:
- Custom fields, statuses and tags
- Custom automations and designs
- Customize without support requests or coding
Lendware Intelligence
Predict borrower intent months before competitors
Leverage advanced AI and machine learning to understand which contacts are ready to transact. Our propensity modeling analyzes 5,000+ consumer behavior data points to identify high-intent leads and automatically generate targeted personas for your campaigns.
Highlights:
- Lead Capture Forms
- Single Property Sites
- Custom Enterprise Branding
Canva Integration
Create compelling designs with our Canva Integration
Lendware’s native integration with Canva makes it easy for non-designers to create compelling, modern collateral, and quickly pull designs into Lendware communications. Get access to a library of mortgage-specific Canva design templates made by Lendware, and manage your brand easily with Canva’s robust enterprise management tools.
Highlights:
- Create with AI
- Easy brand management
- Videos, flyers, presentations, social posts and more...
Lead Capture & Landing Pages
Capture leads with forms and landing pages
Create lead capture forms and single property sites in minutes—right in Lendware. Add co-marketing, add forms to sites easily with embed codes, and watch leads flow directly into your Lendware CRM. No coding or support requests required.
Highlights:
- Lead Capture Forms
- Single Property Sites
- Custom Enterprise Branding
Out-of-the-Box Co-Marketing
Easily co-market with forms and sites
Adding co-marketing to your forms and sites is fast and easy. Simply toggle on/off to add or remove a partner from your collateral. Lendware also offers co-marketing consent forms which make it easy to collect and store the information needed to add co-marketing to content.
Highlights:
- Custom Enterprise Branding
- Simply toggle on/off to autofill partner information
- Co-marketing partner information is stored in Lendware
Marketing Analytics
Get rich insights with our Marketing Analytics Report
Do you know which of your campaigns perform the best? Or which teams have high SMS unsubscribe rates? Get access to key marketing performance metrics right in Lendware, with our Marketing Analytics Report—one of our many Out-of-the-Box reports. Optimize your campaigns and coach your teams better with data-driven insights.
Highlights:
- Campaign insights
- Filter data by team
- Understand performance and coach your teams better
Powerful marketing tools for loan officers and mortgage leaders
Stop choosing between enterprise control and producer satisfaction. Lendware gives both producers and enterprise executives the marketing tools they need to convert leads, run effective marketing campaigns and identify new loan opportunities with AI.
Enterprise Control
Maintain brand consistency, ensure compliance, and standardize processes across your organization while giving teams the flexibility they need to succeed.
Easy to edit
Give your producers a CRM they'll actually want to use. Easy customization, intuitive workflows, and powerful automation tools drive industry-leading adoption rates.
Measurable ROI
Track performance, optimize campaigns, and identify new opportunities with comprehensive analytics and AI-driven insights.
Integrate your tech stack
Lendware has a modern API, native integrations with common mortgage software tools, and 100+ pre-built connectors. Connect quickly and easily with your LOS, POS, lead sources and more.
Why try Lendware?
All-in-One Solution
Marketing automations and reporting in one centralized platform.
Time Empowerment
Let automations reclaim your time and start spending it where it really matters.
Lead Management
Track, nurture, and convert leads into happy clients with Lendware CRM.
Supercharge your mortgage business with our email and SMS automations, pre-built playbook automations, LOS integrations, referral partner reports and more.