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Lenderama, Improving Loan Originators With A Sense Of Urgency

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Kaleidico lead management and mortgage CRM helps you build a sense of urgency into your sales process.

If you have been an avid reader of Lenderama, like myself, you know Todd believes that being a great loan officer means serving the client. Since 2005, Todd has been teaching mortgage originators how to effectively connect with clients and deliver incredible customer experiences--with service.

Experience Counts

This is where Kaleidico can help. I came out of the loan origination business. Having built one of the first 100% online mortgage originating banks, DeepGreen Bank, back in 2000 and later running National Home Equity at Quicken Loans until 2005--I have been in your position.

I have called clients, built folders, organized processors, and battled underwriters. I know what it takes to get a mortgage closed. That is why I founded Kaleidico back in 2003--I knew there was a better way to organize and drive results from my sales pipeline.

Kaleidico, Because Your Clients are Waiting

I needed every new prospect, past client, referral, or purchased lead to feel the same sense of urgency. I wanted each client to feel like they were the only mortgage I was working on. This idea created icoSales--a truly unique mortgage CRM built with an internal sense of urgency.

Our unique "Get My Next Lead" technology uses proprietary pull-based sales management to give you the next best lead, when you are ready to serve the next client.

We Have the Other Stuff Too

Of course, you will need the regular stuff too. We give you the CRM and lead management features you expect:

  • Import/export contacts
  • Add and track tasks
  • Schedule appointments
  • Send and track emails
  • Create email campaigns
  • Manage lead distribution
  • Customize lead distribution
  • Robust sales reporting

Take a Closer Look

Our brief online demo can take you through the nuances of the bringing a sense of urgency to your clients--or you can just sign-up and close more loans for 30 days on us (FREE!).

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