CRM, Report, Payroll & more...

inContact Inc. simply stated provides software tools to the Canadian Financial and Real Estate Industry. Our tools provide our users with CRM, Reporting, and Payroll features that lend to improving their business and growth. For our users who work within these Industries that use the Filogix's platforms we are seemlessly integrated with their data. Here are a summary of the solutions inContact Inc. provides:



CRM software for Mortgage Professionals

inContact software development has worked with Mortgage Brokers since 1998 on customized contact management software and CRM solutions. inContact has established itself as the premier contact management and CRM software provider to independent mortgage brokers and firms across Canada.

Working directly with Filogix technology inContact is able to import all of a brokers applications and allow them to create reports, newsletters, emails, labels, cards, letters and much more. This tool enables brokers to make use of 13 different marketing programs with over 200 templates and also gives them the ability to create their own. Users can search their existing database of clients to find out who is maturing and when, who is in the 3rd year of their mortgage term, or even which clients have a birthday this month.

For a more detailed look at our CRM software for Mortgage Providers please click here.



Websites Connected to your Backend CRM

inContact's web platform (NEXA) can now be connected to the iTool Pro websites.

Websites, Online Marketing and Search Engine Optimization services for Mortgage Professionals. iToolPro offers comprehensive online marketing and website services to Mortgage professionals. Our extensive Mortgage website package is designed to offer you limitless growth options. iToolPro websites are professional, attractive, easy to use and can be launched instantly!

For a more detailed look at our Website Platform please click here.



CRM Central

At inContact we have thousands of clients that use our software to manage their databases. Mortgage Professionals utilize our software to attract prospects, market to past clients, work with referral sources and manage their office. We have noticed that some of our clients either just don't have the time to design and execute their marketing program even with the best of intentions, or they don't have the staff to carry out their marketing program for them.

Staying in contact with your clients will ensure a career full of returning clients, client referrals and productive referral sources. inContact has put together effective marketing plans that will be executed on behalf of you to your clients.

For a more detailed look at our CRM Central please click here.



Payroll for the Canadian Financial Industry

inContact has identified the need for an "end-to-end" mortgage origination system. As such inContact has taken a proactive approach, and is filling the need for a payroll and document compliance auditing system. inContact Payroll software provides firms with a system that will ingest Filogix data, then audit deals, associate agents splits, review and archive required documents, expense agents and automatically pay agents through Electronic Funds Transfer (EFT).

For a more detailed look at our Payroll software please click here .



CRM software for Lenders

This solution is a highly customized CRM software solution for the Service Providers and Lenders of the Canadian Financial Community. Managing the relationships and mortgage application deal flow for these firms is very complicated and in most cases not possible without inContact. inContact offers this sector robust CRM features while fine tuning the solution to the needs of Firms working with client production and associating that with empolyee activities, reporting, commission management, pipeline stagging dashboards, Agent/BDM assoication and much more.

For a more detailed look at our CRM software for Lenders and Service Providers please click here.