Accountable CRM Launches Activity-Based Software for Credit Teams

(MENAFN- PR Newswire) AUSTIN, Texas, Aug. 12, 2024 /PRNewswire/ — 90- Day Sales Manager proudly launches the first activity-based CRM with built-in coaching and accountability for mortgage teams at credit unions and community banks. The 3-in-1 platform provides mortgage departments with a cost-effective solution that helps loan officers stay productive during challenging times.

“Accountable CRM was born out of necessity,” says Dr. Bruce Lund, founder and CEO. “We initially wanted to integrate our accounting software with existing CRMs for our credit union clients. However, we quickly discovered that many mortgage departments either did not have a dedicated mortgage CRM or were relying on organizational CRMs that did not meet the needs of their mortgage departments. Accountable can be connected to existing CRMs or serve as a standalone mortgage CRM.”

The primary focus of Accountable CRM is on improving productivity by putting credit officers back at the center of their CRM through daily actions and goal setting. The platform has already achieved a 90% adoption rate—far outpacing the industry average of less than 20%. Sales managers are particularly interested in the platform’s activity tracking capabilities, which provide measurable results.

Mortgage specific
CRM Features

With the billing tools in place, the next critical step was to develop mortgage-specific features and integrations. To lead this initiative, Dr. Lund hired Maggie Mae, a former chief product officer at a leading mortgage CRM, known for her expertise in CRM development and deep understanding of the mortgage industry.

“Maggie’s impressive track record in CRM development and her comprehensive understanding of the mortgage process made this platform the perfect playground for her expertise,” says Dr. Lund. “With her insights, we built a platform that not only met all the expectations for a mortgage CRM, but also integrated our unique billing software to truly differentiate us.”

Accountable CRM includes a range of essential features, such as seamless Loan Origination System (LOS) integration, automated email marketing, and a comprehensive mortgage marketing suite with hundreds of templates. The marketing suite offers one-click access to branded flyers, postcards, social posts, and more—all approved and managed by the marketing department. Plus, the platform’s mobile app ensures loan officers stay productive whether they’re in the office or on the go.

“Accountable CRM’s focus on activity tracking and commitment to supporting loan officers resonated deeply with me,” adds Maggie Mae, Chief Product Officer. “The software is built on new technology that enables continuous innovation and seamless integration with industry standards, making it truly unique in the mortgage CRM space.”

The preferred solution for credit managers and employees

What really sets Accountable CRM apart from traditional CRMs is its focus on the day-to-day activities of credit officers. While many CRMs prioritize internal marketing efforts, Accountable fills the gap by working closely with marketing teams to provide credit officers with the tools and support they need to succeed. This approach increases productivity, but also aligns sales and marketing efforts to drive better results for the entire organization.

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SOURCE 90 Day Sales Manager

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